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Strategic Plan Highlights

As one of the first organizations to wholly dedicate its efforts to delivering free, quality financial education, NEFE continues to embrace and contribute to best practices in collaboration, research and evaluation. This is our passion and always will be. We are proud to build on our legacy. As such, for the next five years our concentration will be:

Our Focus

REDEFINING FINANCIAL EDUCATION

We are amplifying our role as a champion of effective financial education, pursuing theories, research and policy based on equity, innovation and impact. We will openly discuss the limitations of financial education within the financial well-being landscape, recognizing that education alone is not enough to overcome systemic barriers toward full financial inclusion.

BUILDING AND MOBILIZING COMMUNITY

We will expand and connect a more robust network of scholars, intermediaries and advocates to explore new levels of leadership, partnership and community alignment. We will listen to understand and openly share what we have learned to steward unity.

RESEARCH IN ACTION

We elevate rigorous, innovative and thought-provoking research that focuses on the foundations of the personal finance ecosystem. We are intentionally advancing our research agenda through thoughtful partnerships that inform the field and further influence financial education outcomes.

IMPROVEMENT WITH PURPOSE

We are continuously reviewing all policies and practices with the aim of capitalizing on efficiencies, leveraging staff talents and sustainably allocating our resources.

ELEVATING EFFECTIVE PRACTICE

We continuously reflect on our successes as well as failures to speak authentically and transparently about what works and what doesn’t in improving financial well-being. Educational and behavioral change theories are tested for validity through research and practice, so that the guidance we offer originates from proven results.

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NEFE's 2022 grant cycle is now open.

For more information visit our Get Funding page.