Learner Experience Resources for Financial Education Programs
Beyond great content, top financial education programs require deliberate preparation, professional delivery, and sustained follow-up. This complete resource suite guides the entire process – reducing prep time, standardizing quality, and ensuring that you deliver a world-class experience that inspires lasting behavior change.
Customizable Program Tools
Everything is customizable to your brand and context – from registration workflows and facilitator checklists to outcome-measurement systems and ongoing education content – so you can provide learners with a professional experience.
The Learner Experience Package Includes
This comprehensive package allows you to focus on what matters most: creating powerful learning experiences that help participants build knowledge, shift behaviors, and achieve lasting financial health.
Pre-programming
A great first impression counts. Many financial literacy programs miss the opportunity to create a positive experience before training even begins, leaving participants underwhelmed from the start. Pre-programming is more than generating interest – it’s where trust starts to build. From the first contact, learners should feel heard, valued, and confident in your ability to guide them.
- Surveys & Pre-participation Measures: to capture goals and expectations.
- Pre-programming Checklist: a guide to ensure readiness before programming starts.
- Email Templates: for reminders, pre-assessments, and pre-event engagement.
- Marketing & Registration Tools: including predesigned flyers, copy, and registration workflows.
Program Implementation
The implementation phase is where all your preparation comes to life. Whether in person or online, every interaction, material, and teaching moment shapes how learners feel, what they retain, and whether they take action.
If you’ve laid the groundwork during pre-programming, participants arrive with trust and readiness. Implementation is where you confirm that trust, engage learners meaningfully, and deliver focused, professional instruction that transforms knowledge into action.
- Program Implementation Checklist: A step-by-step guide to ensure that your sessions run smoothly and professionally.
- Banners: Professionally designed visuals to create a polished, credible environment.
- Event Handouts: Promotional materials to provide participants at events.
- Measurement Tools: Mid-programming measures.
Post-programming
Your work as an educator doesn’t end with the last lesson. Some of the most lasting impact happens afterward. The post-programming phase is your chance to reinforce behavior change, recognize accomplishments, and provide ongoing support that extends learning well beyond the classroom. When done well, it strengthens participant outcomes, builds long-term relationships, and enhances your program’s credibility and reach.
- Recognition Tools: Templates for certificates, award letters, and event ideas to celebrate learner success.
- Ongoing Education Materials: Newsletter samples, refresher lesson outlines, webinar guides, and group coaching resources.
- Post-Programming Checklist: Keeps you on track to establish long-term relationships and data gathering.
- Outcome Measurement Systems: Follow-up survey templates, data collection forms, and behavior-based progress indicators.
Assessments & Reporting Templates
The NFEC maintains the industry’s most comprehensive bank of customizable assessments and a complete reporting toolkit to help you prove program impact – not just recall. Our instruments are mapped to competencies, audit-ready, and designed to measure learning across multiple dimensions (knowledge, behavior, sentiment, systems, actions, and long-term outcomes). That means you can show funders, partners, and stakeholders how your instruction changes real lives – from improved budgeting and increased savings to stronger financial routines and confidence.
We also provide turnkey reporting resources, including a polished Case Study Report template and dashboard-ready visuals so you can turn measurement into professional, persuasive evidence without starting from scratch. CFEI graduates receive full access at no cost; non-graduates may license the assessment bank and toolkit. Learn how to move beyond knowledge-only testing and document the real-world results your program produces.
The Learner Experience Resources include the full Assessments & Reporting Templates in the Learner Experience Resource package.
