Periodically, NEFE convenes invitation-only forums of experts to discuss current research and explore topics relevant to the advancement of financial capability in the U.S. NEFE provides the framework for discussion as a service to the field—without predetermined agendas or outcomes—allowing the experts to freely examine relevant themes, identify gaps in research and practice, and make recommendations. Browse past events and read discussion summaries below.

2015 Financial Education Evaluation Forum

In September 2015, NEFE hosted an Evaluation Forum to discuss how to improve evaluation in financial education.

2014 Young Adults and Financial Capability Forum

In September 2014, NEFE hosted the Young Adults and Financial Capability Forum. The event focused on the findings and implications of three NEFE-funded research projects that focus on young adults.

2013 Education Forum

In September 2013, NEFE hosted an Education Forum, focusing on the findings of Dr. John G. Lynch's NEFE-funded research project, “A Meta-Analytic and Psychometric Investigation of the Effect of Financial Literacy on Downstream Financial Behaviors.”

2013 Pre-Service Teacher Training Forum

This small event focused on the needs, obstacles, and opportunities for integrating personal finance content into the education major at universities, including the steps necessary to include and/or pilot financial education into pre-service teacher preparation—especially in states that are adding the content to school-based standards in subject areas that have not traditionally taught personal finance (e.g. social studies and mathematics).

2012 Diminished Capacity and Financial Decision Making Forum

The goal of the forum was to assess immediate needs and define a set of questions and concepts that will clarify areas for additional research and exploration.

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