Financial Literacy Campaign Reporting & Data Gathering

Among the vast array of financial literacy campaigns that have cropped up in the past decade, few provide clear evidence demonstrating program impact. Programs that fail to clearly define quantifiable measures of success and do not collect data aligned with those measures deliver unproven results.

In well-constructed programs, measures are clearly defined to guide development and offer barometers of the program’s impact. The data are gathered consistently to provide solid evidence by which the program can be judged.

The NFEC’s approach to developing financial literacy campaigns are focused on measuring programs so they possess these qualities: 1) demonstrate positive change in participants’ financial behavior; 2) increased community awareness about the importance of financial literacy; and 3) a sustainable business model that ensures the campaign will continue to help people well into the future.

Data gathering and reporting are the backbone of a program, and yet this element is often ignored. We offer support to organizations committed to ensuring that their programs are truly making an impact and to continue improving their programming over time.

Educational Measures and Reporting

For people or organizations serious about getting the best results and helping others improve their financial capabilities – measurements, data gathering and reporting are vital. Well-put-together reports highlight your success and professionalism.

There are 2 main types of educational measures:

campaign report

1) Assessments

Tests and surveys are conducted before the financial literacy campaign starts, at select points during implementation, and according to set timelines after the program concludes.

financial literacy campaign data

2) Behavior Change Measures

Measures that demonstrate adoption, behavior molding or modification based on data-driven measures (i.e. savings rate, debt load, credit scores, retirement plan participation, wage garnishment measures, etc.).

Reporting should include not only these measures but also other important assets: event photos, participant testimonials, client testimonials, survey results, pre- and post-test data. Including all these items in a report balances the feel-good aspects of financial education with empirical data that demonstrate the program’s impact.

Financial literacy campaign

NFEC Educational Measures and Reporting Support

Testing & Surveys


Online Data Gathering Solutions

  • The NFEC can set up customized test and survey questions on a Learning Management System that allows you to collect data online and generate reports.

Report Template

  • Twelve unique template page layouts are customized with your color scheme and logos for reporting your data.

Report Completed by NFEC

  • All data is compiled, laid out and designed by the NFEC’s team. This can include educational, organizational and other key measures.

Advanced Organizational Measures

Given recent technological advancements, a variety of data now can be gathered and used to measure program impact at the organizational level.

The NFEC has developed ways to measure corporate objectives that are then designed into financial education programming. These measures vary widely from organization to organization, but following are some of the most common assessments we utilize:

For those interested in empowering their communities with personal finance knowledge and promoting financial literacy, watch this video. The video discusses the NFEC’s ‘campaign approach’ to building a financial education initiative. The campaign approach was designed to help individuals and organizations develop sustainable financial education outreach initiatives to effectively help people make qualified financial decisions that improve their lives.

Watch this video now and learn more at by clicking here – Financial Literacy Campaign (opens in a new window so you can watch the video and explore)


Click here to see the educators featured in the Financial Education Instructor Spotlight


The National Financial Educators Council regularly features the programs, promotions, and advocacy work being achieved by Certified Financial Education Instructors. The objective is to promote current CFEI graduates and members of the Personal Finance Speakers Association (PFSA) while open-sourcing ideas about how others can develop financial education initiatives in their communities.

The NFEC commends those individuals and organizations helping to propel the financial literacy movement forward. Empowering others with personal finance skill sets can make a lasting and meaningful difference in their lives. We seek to support your efforts by providing a platform to highlight your initiative.

The NFEC hopes and supports you in your efforts to raise funds and awareness that lead you to the successful accomplishment of your goals. You recognize and agree that we have made no implications, warranties, promises, suggestions, projections, representations or guarantees whatsoever to you about future prospects or earnings, or that you will earn any money, with respect to your purchase of this product / service, and that we have not authorized any such projection, promise, or representation by others. Read the complete earning disclaimer.