A Guide to Finding the Best Personal Finance Guide

Let’s check out an example where these resources have enabled individuals to utilize a personal finance guide out there in the real world:

Felicia is a supervisor at a medium-sized call center in a university town and oversees 43 employees – most of which are college students. After several in the group approached her with questions related to personal finance, she came up with a plan to help them all by giving them a personal finance study guide. But she had one problem she didn’t know how to figure out – how should she get started? She had, over the years, already developed a solid level of knowledge on the topic herself, but teaching wasn’t necessarily in her wheelhouse. For that very reason, she knew it would be best to find some third-party help in this area.

Having already informally spoken with the interns about it, she realized that the majority of them barely had any fundamental knowledge on personal finance at all. What they really needed, she understood, was a personal finance guide that’s easy to digest.

Her initial goal in this endeavor was to somehow assist this group in acquiring a solid level of knowledge of personal finance on her own, via a series of personal finance seminars. She intended to go over the basics quickly, so she planned on beginning with just the fundamental principles and using a personal finance study guide. Further along in the future, however, her plan for the long run was to make this group very confident in money management.

The Best Way to Plan a Personal Finance Guide

With Eve already decided when it came to her short-term blueprint and future plans for the group, she could start to find the best way to provide them with these critical personal finance textbooks. However, what would determine the pace of the program? What about the delivery of the material? This group, in particular, had a wild assortment of different schedule conflicts and availability. That’s what led her to decide on an internet-based program that could be done on their own time.

What Felicia set out to do after that was figuring out which specific areas of focus the course would highlight. With the entire group being essentially beginners in this topic, it would be best – she realized – to provide them with a simplified personal finance guide that served as a general overview.

Time: The Most Valuable Resource

Felicia realized she would need an option that could tackle this specific area while using the help of interactive, fun activities to facilitate better learning, while also being able to work around the group’s individual schedule conflicts. With that in mind, she realized that the personal finance lesson plans would need to include the topics students are interested in and the flexible to meet their different schedules. .

Felicia realized that creating a personal finance guide like this would be possible to do herself, but she became nervous that it wouldn’t be entertaining enough. In an effort to guarantee that the course would be effective enough, she chose to get in touch with a NFEC Certified Educator (CFEI) for some assistance with teaching personal finance. With a seasoned expert’s help, she became much more confident.

Looking at the Results

Of the 43 call center employees who took part in the course she set up, 40 of them (93%) managed to finish the personal finance guide in its entirety. From the group of employees that successfully got to the end, every single one of them (100%) said in a post-course questionnaire that their knowledge related to money matters had improved “significantly.” After the dust had settled at the end of the program, Felicia continued to generate a complete report that highlighted the full results. This way, she could show exactly how helpful and impactful the personal finance study guide had been.