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Redefining Financial Education

NEFE challenges and advances how financial education is understood and applied by centering equity, relevance and real-world effectiveness.

Strategic Plan Redefining FinEd

Initiatives:

  1. Align the financial education field around shared priorities.
  2. Position NEFE’s thought leadership portfolio to drive sustainable, scalable field impact.

What gaps or opportunities are we addressing?

Initative 1:

  • Establish a clearly defined, shared set of priorities across the field.
  • Foster centralized leadership or governing infrastructure for financial education.

 

Initiative 2:

  • Perform a thorough review and audit of NEFE’s current thought leadership portfolio to understand how its assets are or are not being used to advance the field.
  • Identify gaps in NEFE’s thought leadership portfolio that require new research, advocacy or positioning to have an impact on the field.

How will we know we’re making progress?

Initative 1:

  • Increase adoption of shared priorities across organizations.
  • Demonstrate alignment through convenings, publications, shared language and conferences. 
  • Expand partnerships through NEFE sponsorships and other collaborations. 

Initiative 2:

  • Increase in the use of NEFE assets by partner organizations across the financial ecosystem.
  • Expand the application of NEFE tools to address systemic challenges in financial education. 

 


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