Personal Finance Ecosystem Resources
NEFE created a suite of resources to help you use the Personal Finance Ecosystem in your work.
An In-depth Explainer on the Personal Finance Ecosystem
This comprehensive guide provides an overview of the Personal Finance Ecosystem and helps to contextualize efforts aimed at improving financial well-being.
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Classroom Resources to Teach Your Students
Three lesson plans featuring interactive classroom activities can help teach your students about the Personal Finance Ecosystem. Students will explore factors that influence a person’s financial well-being through a hexagonal thinking activity, a self-assessment activity, and a scenario-based activity. Each is accompanied by facilitated discussions or a group presentation.
Learn MoreWhat Influences Financial Well-Being?
Lesson Plan: What Influences Financial Well-Being?
Activity Materials PDF: What Influences Financial Well-Being?
Activity Materials Editable PowerPoint: What Influences Financial Well-Being?
Virtual Activity: What Influences Financial Well-Being?
Activity PowerPoint: What Influences Financial Well-Being?
Financial Well-Being and You
Lesson Plan: Financial Well-Being and You
Activity PowerPoint: Financial Well-Being and You
Examine the Narrative
Lesson Plan: Examine the Narrative
Activity PowerPoint: Examine the Narrative
Educate Stakeholders about the Personal Finance Ecosystem
Support others in understanding the Personal Finance Ecosystem factors and catalysts with this presentation kit, including PowerPoint slides and a facilitator’s guide. Use these materials to share Ecosystem concepts with others in your network, or use them to support your own work during meetings and events.
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A Worksheet to Reflect on Your Personal Finance Ecosystem
The Personal Finance Ecosystem is just that—personal! Use this worksheet to reflect on your own experiences across the Ecosystem and how they might shape your work. This will help you see your Personal Finance Ecosystem in Action.
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Webinar to Learn More
This webinar, which debuted the current version of the Personal Finance Ecosystem, provides a thorough overview of the framework for those who want a more in-depth look.
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