An 8-Step Process for Finding the Top Personal Finance Curriculum

Have you been searching high and low for a top-quality personal finance curriculum? If so, you have probably already come to realize just how taxing it can be to find helpful, engaging and easy-to-understand resources on the internet. Stress no more, because – luckily – you’ve come to the best location for just that. We have compiled a complete, step-by-step guide focused on what needs to be done in order to construct a top-quality financial education course. We’ve done this to help both people and organizations reach their financial potential.

Personal finance curriculum options are now offered by NFEC to interested people around the world, featuring material that’s completely customizable for any collection of participants – regardless of how old they are or which socioeconomic background they have.

This is meaningful and engaging material that makes an impact, while also presenting a fun way to absorb the lessons.

1. A Personal Finance Curriculum Mission

Now let’s see how a real-world professional took advantage of these resources to make the most of a personal finance curriculum:

Fernando is a supervisor at an event planning company, and is currently training a small team of interns who are in the midst of a one-year internship program. They collectively needed help with their own money matters, so he was hoping he could find an effective personal finance curriculum to show them. Instead of teaching them himself, which he didn’t have time to do, he chose to find some outside help in order to deliver this highly beneficial information.

After a round of informal chats with most of his intern group, he realized that most of them lacked even a fundamental understanding of money basics – so an easy-to-digest source of reliable information would be best initial stepping stone.

Framing Personal Finance Curriculum Processes

2. Personal Finance Course Curriculum: Taking Initiative

At first, his initial plan was to help them acquire money management knowledge by himself through giving them a series of workshops using interactive personal finance lesson plans. He hoped to enable them to better their personal financial situations as fast as was manageable, so he figured a stripped-down course that stuck to the basics would be his best bet. Peering into the future, though, he hoped that the long-term benefit would be that this group turns into semi-experts when it comes to personal money matters.

Formation of Personal Finance Curriculum Considerations

3. The Best Method of Tackling a Personal Finance Curriculum

With Fernando already decided when it came to his short-term blueprint and future plans for the group, he could start to find the best way to provide them with this important education. How could he best deliver this information? At what pace? He wanted to opt for a course that enabled the group to do it at their own pace, in order to work with their mismatched availability when it came to scheduling – which drove him to opt for an online course – but one that wouldn’t feel boring to the group. He also wanted outcomes to be more than just memorizing personal finance terms, he wanted them to apply what they learned to works toward better financial health.

Formation of Personal Finance Curriculum Opportunities

4. Sketching Out an Educational Roadmap

What Fernando had to do after that decision was made was to narrow down the matters on which his course would focus. Because his audience was composed of mostly novices when it came to the topic, he wanted to design the personal finance course curriculum with a focus on just the core ideas of personal money-related responsibilities.

Configurations of Personal Finance Curriculum Results

5. Narrowing Down a Focus

What Fernando realized he needed was a program option that addressed this focus with the help of interactive and appealing activities, and one that would also be able to function alongside everyone’s clashing personal schedules. That’s why he opted to go with traditional instructor led training, flipped classroom style training for certain lessons and some interactive personal finance games to add gamification to the instruction.

Expansion for Personal Finance Curriculum Timetables

Extensive Personal Finance Curriculum Options

6. Finding Third-Party Help with a Personal Finance Curriculum Map

Fernando would definitely be able to lead a structured educational program to this group, but he was afraid that his own personal disorganization could produce an unstructured personal finance course curriculum. He needed to find some help, preferably a highly-organized person who would be experienced at designing a personal finance curriculum map. Because of that concern, he got in contact with an expert an the NFEC who know how to teach personal finance effectively who was skilled in this area.

7. Beginning the Follow-Through

Out of the group of interns, which totaled 10 individuals, 9 of them managed to successfully finish the entire personal finance course curriculum – a 90% completion rate. From that group of 9 successful interns, 100% of them mentioned in a post-course questionnaire that the program helped them to “significantly” boost their understanding of personal finance. After the dust had settled at the end of the program, Fernando continued to generate a complete report that highlighted the full results. This way, he could show exactly how helpful and impactful the course had been.

Systems for Personal Finance Curriculum Assets

8. Making Sure to Follow Up

Fernando quickly understood that this first phase was just meant to get the ball rolling, and how this collection of interns would likely require continued help if their goals were to apply what they picked up from the personal finance curriculum map into their real-world financial lives. Right after the initial portion of the course was finished, he composed some personalized emails messages to everyone who participated – congratulating each member of the group and emphasizing just how important it is that they continue to put in effort toward reaching their ideal personal financial situations.  He also issued a personal finance certification to all participants that passed the final exam.

So they could all retain what they had learned, Fernando decided to provide each of them with an offer of follow-up courses, similar to the first one and held monthly. This way, he would likely be able to help them build upon the foundation they established thus far.

The NFEC has created a personal finance curriculum that has been praised for its adherence to core educational standards using a fun format that engages and entertains participants. No matter their age or background, students leave the program feeling ready to take positive action toward securing their financial futures.

The NFEC is an independent organization, and its personal finance lessons include no marketing or promotions. A Curriculum Advisory Board of financial professionals, educators, and experts has collaborated with the NFEC to create personal finance curriculum that’s based in theory, yet has practical application to real-world life situations.

Personal finance course curriculum for kids

Kids (Pre-K – 6th Grade)

Kids who learn about money early pick up good habits for a lifetime. The NFEC’s practical lessons build a foundation that supports continued financial education as young people mature.

High school personal finance workshop

Middle & High School

Students who receive the personal finance curriculum are better prepared for the financial real world. This curriculum, enjoyable for teachers and students alike, can have a lasting impact on your students’ lives—and it meets core educational standards too.

College money management teacher

College Personal Finance Education

College students face an increasing number of potential financial pitfalls. The college-level personal finance curriculum offers students practical skill sets to serve them throughout college and beyond. Universities can leverage the programs toward a variety of objectives.

Personal Finance Curriculum Map

Adult (Basic)

Financial wellness is the primary goal of the NFEC’s adult curriculum, the Building Your Financial Foundation program. Here individuals gain basic money management skills and learn to avoid or overcome common financial challenges.

Retirement presentation workshop

Adult (Advanced)

The advanced personal finance curriculum for adults—Road to Retirement—offers lessons to help people move toward financial security. The coursework covers investment, insurance, and managing wealth.

Online learning class

Simulators, Mobile & Virtual Learning

Both individuals and organizations can choose to take coursework via the NFEC’s technology-based programming. Simulated, mobile, and virtual programs are available either as standalone learning tools or to supplement live training.


The NFEC offers financial literacy curriculum solutions for all age groups: pre-kindergarten, grade school, middle school, high school, college, adult, and senior education. All our financial literacy lesson plans include instructors’ guides, student guides, turnkey presentations, support material, and educator training.

The NFEC material is engaging and fun, yet also meets core educational standards. This program has been widely recognized for its ability to connect with students and inspire them to take positive financial action. The material is developed with the support of the NFEC’s Curriculum Advisory Board comprised of educators, financial professionals, and financial education experts. This collaboration has yielded money management coursework that successfully bridges the gap between theory-based education and “real world” application.

The NFEC is 100% independent and its personal finance material is purely educational (containing no corporate advertisements). Review the links below to learn how the NFEC’s financial literacy curriculum makes the education process more enjoyable for students and educators alike.