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Initiatives

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Eight initiatives serve as guiding principles for the National Endowment for Financial Education® (NEFE®).

These initiatives:

Describe how NEFE achieves its financial education mission
Outline the goals and standards that guide all of the foundation’s activities; every project or program undertaken by NEFE must fit within the scope of at least one initiative

The initiatives of the National Endowment for Financial Education are:

1. To empower Americans to achieve their life goals through the prudent and informed management of their financial resources.

2. To help instill in all Americans the commitment to save toward the realization of their financial goals and their future financial security.

3. To assist consumers in understanding and actively participating in the management of their investments.

4. To better prepare all Americans for their retirement years.

5. To encourage in the nation's young people an understanding of personal financial planning and the acquisition of sound money management skills.

6. To effect the financial education of individuals in special circumstances, and to support the development and delivery of programs and materials related to their unique needs.

7. To expand the financial literacy body of knowledge through research in support of developing a discipline that prepares educators and other intermediaries to improve the financial well-being of the public.

8.
To support proactive research of consumer, social, and business trends;

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