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The Role of Research, Evaluation and Policy

Research is and should be conducted on each element in this ecosystem, as well as, the relationship and directional linkages between elements and catalysts. It can quantify barriers and the overall impact of influencers and policy, protections and regulation.

Assessment and Evaluation need to be explicitly tied to objectives from an educational engagement and are conducted at the learner and programmatic levels. They can be used to measure the success of the engagement on the learner outcomes or the impact of a program.

Protection, Policy and Regulation can impact external factors, the financial services marketplace (e.g., access), education and behavioral influencers.


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Announcement

Our curriculum programs, including the High School Financial Planning Program® (HSFPP), CashCourse® and Smart About Money, will be retiring on July 31, 2021.

Learn more about this decision.