Smart About Money (SAM) utilized 13 online self-directed courses, articles, calculators, and tips to help adults seeking general financial education on common economic situations, including spending, saving, and investing. SAM also utilized the Lifevalues Quiz and Financial Identity Quiz, which allowed users to learn more about their financial knowledge.
Learn about Smart About Money achievements.
While the Smart About Money platform is no longer active, our dedication to advancing financial education remains stronger than ever. Today, NEFE continues to lead and support national initiatives that expand access to quality financial education, empower underserved communities, and elevate evidence-based solutions. Explore how our current work is building a more informed and financially confident society, one initiative at a time.
The LifeValues Quiz was a free resource designed to reveal the underlying values that drive financial decisions. The tool made an impactful conversation starter and provided insight to help adults understand their money behaviors. It received the Practitioner Forum Award at the 2019 Association for Financial Counseling & Planning Education (AFCPE) Symposium.
The Financial Identity Quiz was designed to help young adults identify where they were on their financial well-being journey. The quiz was derived from the Arizona Pathways to Life Success for University Students study, which examined financial attitudes and behaviors—and the forces that drive them—in youth ages 18 to 25.