Personal Finance Presentation PowerPoint Resources

Now let’s check out a real-life example of how someone has been able to leverage one of our customized personal finance presentation PowerPoint offerings:

Dakota is a coordinator at an organization that puts together leadership summits for tech startups around the southwest, and currently supervises 20 leadership coaches. Numerous team members had been approaching her with personal-finance related questions, so she came to the realization that she was in a position to assist the whole group with their knowledge on this subject. She was already well-read on this topic herself, but she wasn’t so sure how best to convey this material to a group mostly in their early-to-mid-20s.  She knew why personal finance is important to her team and wanted to encourage them to learn this subject.

After performing a fast survey during one of their usual morning meetings, she came to a quick realization that this group of people had very little knowledge when it came to personal finance. She would have to start the personal finance literacy ppt at the very beginning.

To download your personal finance presentation PowerPoint, click here. This presentation can be tailored to serve workshops or courses of any size.

What was the best way to get the ball rolling? Dakota realized that kicking her personal finance presentation PowerPoint off with simply the basics would be the perfect route. Down the road, however, her long-term target was to make sure they all obtained a well-rounded, working understanding of the concepts of money management through her personal finance class.

Personal Finance Literacy PPT Planning

It was decided – Dakota knew her immediate plans as well as her long-term goals for her upcoming personal finance literacy ppt. After that, she just needed to decide how she could best deliver this important educational resource. This group of coaches, unfortunately, had schedules that were all over the place, so she understood that an internet-based personal finance PowerPoint template would be the ideal answer.

Dakota was well on her way. At that moment, she needed to narrow down the core focus of her personal finance presentation PowerPoint. The vast majority of this group was made up of young professionals, so she opted to make the focus center on credit scores and investing for retirement.

Timing Still Matters

This group had wildly mismatched individual schedules and varying amounts of available free time. Dakota needed a program that could still function, given these limitations. For that reason, she opted to create a flexible personal finance PowerPoint template that’s broken down into small pieces that can be done whenever the participants have time.  The personal finance topics she would be teaching were focused on the basics initially; her hope is to expand the program to more advanced topics later.

Dakota could absolutely help any person learn the majority of the principles of personal finance, but she realized that this group had special needs. It would need to be a personal finance literacy ppt solution that’s entertaining as well as fruitful that aligned with the personal finance worksheets and other handouts she was providing to students. That’s why she opted to get some help: she got in contact with a qualified NFEC Certified Educator who was seasoned in doing exactly that.

The Sheer Beauty of Data

Thanks to help from the NFEC, Dakota pulled off a successful personal finance presentation PowerPoint! Of the 20 leadership coaches that managed to participate, 18 completed the entire course – a success rate amounting to 90%. The survey given at the end of the course demonstrated that 100% of the users had “significantly” boosted their level of knowledge on this topic as a direct result of the course. Dakota easily and quickly generated a data report that demonstrated visually how strong the personal finance PowerPoint template’s outcome was.