Finding Financial Education Worksheets: A Guide

Has your online search for financial education worksheets already taken way too long? There are really too few offerings out there, sadly. Your search, however, is finally over – as you’ve arrived at the right website! We’ve successfully crafted a detailed, top-to-bottom guide that describes every necessary step in the process of setting up a top-notch financial education program, all as part of our effort to help people and organizations reach their full potential.

Here at the NFEC, financial education worksheets are provided to participants in every part of the world, featuring top-quality material that’s 100% customizable for whichever type of participants – regardless of how they stand socioeconomically or to which age group they belong.

The tried-and-true resource we’ve put together is engaging, keeps things light and fun, and also leaves a lasting impression.

Here you can download financial education worksheets for your program. Use as classroom or workshop lesson handouts or information.

Finding Reliable Financial Education Worksheets

Now let’s see how a real-world professional took advantage of these resources to make the most of financial education worksheets in their own career:

Isabelle works as the head coordinator for a community college’s tutoring program, where she is responsible for 26 college-aged tutors on the staff. After receiving numerous questions from tutors about personal finance matters, she set out to help them all with this issue by providing them with some sort of financial education worksheets. The main setback, however, is that she had no idea where to even start. She was already quite confident in how knowledgeable she was on the financial education topics to teach, but she didn’t have very much experience as a teacher. For that very reason, she realized that finding some external help would be the best route to convey this important information.

Following a series of informal interviews with the majority of her interns, she realized that the majority of this group needed to start at the beginning – and that they would be best helped with an easy-to-absorb introduction into fundamental money management.

Blueprints of financial education worksheets Administration

Taking the First Step

Isabelle’s first plan when she entered into this journey was to do it herself – to assist this group’s acquisition of financial knowledge using a series of workshops taught by her. She decided that the very basics was a good place to start, so she’d begin with financial education worksheets that focused just the fundamentals. Moving into the future, however, her intent was that the whole group would grow very confident in the topic overall.

Tackling Financial Education Worksheets

Now that Isabelle had decided on her near-term goals and what she pictured for the long term, the following step to take was to focus on how she would start teaching financial education to the group. What pace should she set for the learning process? What about the delivery method overall? With so much variability in their mismatched schedules, this group would be hard to get in the same room at once. Making that realization drove her to understand that internet-based financial education worksheets would be best for this particular group – and enable them to learn when it’s ideal for each one of them.

Augmentation of financial education worksheets Processes

The Importance of Execution

What Isabelle realized she needed to do next was narrow down the subjects on which her program would focus. Since the entire group were essentially novices as it related to the topic at hand, which made her realize that providing them with financial education worksheets that outlined a general breakdown of money management.

Setting the Pace

Isabelle needed a financial literacy training curriculum that covered these subjects with engaging, interactive drills, and one that could also work around the group’s mismatched schedule availability. Realizing this, she understood that a modular, flexible course would be the best option for this group.

Proficiency of financial education worksheets Styles

Breakdown of financial education worksheets Assets

Help Designing Financial Education Worksheets

Isabelle realized that laying out a program like the one she envisioned could be done herself, but she became worried that the course wouldn’t be engaging or fun enough for the group. She read the financial education statistics that demonstrated a qualified educator was an essential component to the training so her first focus was to locate an educator. To ensure that the course would be optimally helpful to the group, she got in touch with a NFEC Certified Educator and get some assistance with the “entertaining” piece of the puzzle. With a seasoned expert’s help with her program, she became much more confident.

Breaking Down the Results

Out of the 26 tutors that ended up participating in her financial education worksheets, 24 of them (92%) of them managed to complete the whole program. Of the tutors who made it all the way through the course, everybody (100%) mentioned in a post-course questionnaire that their knowledge on money matters grew “significantly.” Once all was said and done, Isabelle went on to generate a full report that detailed the results from the course – so that in the future she can show how positive and helpful it was.

Following Up is Vital

If the members of this group were going to have future financial success, Isabelle knew that she needed to provide them with ongoing support. As soon as the first financial education worksheets were over and done, she sent every person that participated a personalized email that encouraged them to continue their education on this topic.

In order to assist them all in retaining the vital knowledge they gained, Isabelle chose to offer them all some monthly follow-up course options. This would help them all continue to increase the foundational knowledge they had all already begun to establish.