Update on NEFE Curriculum

NEFE has evolved into an institute that advances high-impact scholarly research and facilitates collaboration with practitioners, advocates and policymakers. Due to this new direction, we have retired the High School Financial Planning Program® (HSFPP) and Smart About Money (SAM). The CashCourse® program has been transferred to the Higher Education Financial Wellness Alliance and is available without interruption.

Learn about NEFE's evolving strategy

NEFE President and CEO, Dr. Billy J. Hensley, on our new strategic future.


Peer-Reviewed Publications Have Cited NEFE


Active Partnerships


Dispersed for Research Projects Since 2006


Research Grants Awarded Since 2006


Nearly 1 in 3 LGBTQIA+ Respondents Say They’ve Experienced Discrimination, Bias in Financial Services

This is a summary of a survey of 1,050 U.S. adults who identify as members of the LGBTQIA+ community and their interactions with the financial services sector.

Podcast Episode Seven: Recap – A Conversation with Nan Morrison

The final episode in our podcast series – a discussion between Dr. Billy Hensley (NEFE) and Nan Morrison (CEE)

Building Momentum for K-12 Financial Education

By Billy J. Hensley, Ph.D., President and CEO National Endowment for Financial Education

Legislative action, state support and access to trusted resources make a massive difference in leveling equitable financial education access for all students.

Poll: Most Adults Support Financial Education Mandates

New Data Highlights Demand During Financial Capability Month

A Reflection on the Research Brief: Financial Education Matters

Testing the Effectiveness of Financial Education Across 76 Randomized Experiments

Podcast Episode Six: How can we Better Align Financial Education to Support the Values and Contexts of Diverse Communities?

This episode reflects on the importance of placing a diversity, equity and inclusion lens on financial education.

NEFE Announces Research Commitment with RAND Corporation

Announcing a grant partnership with the RAND Corporation to research Income Share Agreements (ISAs).

The Importance of State Legislation to Financial Education Access

By Beth Bean, Ph.D., Senior Vice President, Research and Impact, and Raven Newberry, Director, Policy and Advocacy

It is crucial that all students have access to financial quality education to equip them with the skills needed to navigate our increasingly complicated economic landscape.

What We’re Reading: Research Continues on Whether Financial Education is Effective

We partnered with FINRA and a renowned research team to highlight and amplify recently-published research that explores whether financial education programs affect financial knowledge and behaviors.

NEFE Research

Supporting research in the field of financial well-being.

NEFE promotes a better understanding of personal finance by identifying and investigating the financial issues affecting people's lives. We advance effective financial education through research studies, symposia, think tanks and round table discussions.

NEFE funds rigorous, innovative and actionable research that seeks to improve the public's financial well-being and has the potential to make a profound contribution to our field.

Our research values drive this work.

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Business people sitting around a table

How can we help our nation heal?

NEFE has always valued equity and inclusion, but is making a greater commitment to evolve by investing in communities of color and underserved populations.