How to Design a Personal Finance Presentation

Now let’s take a brief look at a real-world situation where a professional took advantage of one of our personal finance presentation offerings:

Beverly is a coordinator for a STEM summer day camp in Michigan, where she is the supervisor of 29 college-aged counselors. Many of the counselors she works with had been approaching her with personal finance-related questions, and the collective curiosity made her decide to figure out a way to educate them all on this topic. This was already a topic she knew quite a lot about, but she didn’t really know how to get the ball rolling with this particular group.

She did a quick and informal survey with the whole group during one of their standard morning meetings, and she suddenly realized that most of them had little to no knowledge at all on healthy money management principles. She would certainly need to start the personal finance topics for presentation from the very beginning with this group.

How would things get started? Beverly came to the realization that kicking things off with only the fundamental principles would be ideal. In the long run, however, her eventual goal was to eventually make sure each one of them obtained a healthy level of knowledge when it came to money management principles.

Designing the Best Presentation

The decision was made – Beverly knew what her eventual hopes were, as well as her short-term plans. From that point in time, she simply needed to choose the best way to convey such vital information. This group of day camp counselors had varying schedules that were all over the place, so she knew that an internet-based personal finance presentation would be the answer.

Beverly was well on her way. Her next move that she needed to do was to figure out a narrower focus for her personal finance presentation. This group was made up of young, energetic learners, so she opted to focus the personal finance topics for presentation on savings and paying for college.  She selected personal finance lesson plans provided by the NFEC and was able to quickly customize her presentation in the Print on Demand Center that allowed her to print just the lessons she wanted to teach.

Now: Getting the Timing Right

On the whole, this group had wildly mismatched schedules and nobody had the same amount of free time. Beverly needed a solution that would be successful, even with these time and scheduling limitations she faced. With that reasoning, she decided to build a flexible solution that would be divided into smaller pieces that could be done at any time while still giving her flexibility to bring in guest finance speakers.

Beverly was certainly able to teach personal finance to anybody with interest in the main concepts related to money management, but she realized that this group was especially energetic and would need some engaging and entertaining material. For that reason, she chose to reach out for some help: she quickly got in contact with a skilled NFEC Certified Educator who could assist her with that particular side of her personal finance presentation.

Critical Data: The Results

With assistance from the NFEC, Beverly managed to land a successful course! Of the 29 counselors who took part in her course, 27 were able to successfully complete the whole thing – a success rate landing at 93%. The questionnaire given at the end of her course demonstrated that 100% of the program’s participants had improved their personal finance knowledge by a “significant” amount. Beverly, in a single, easy motion, was able to generate a data report that visually outlined how strong the personal finance topics for presentation were.