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NEFE Resources for Financial Education Programs

If you are ineligible for NEFE funding or aren’t quite ready to apply, we invite you to explore NEFE’s resource offerings. Our grantmaking dollars are limited, but there’s a good chance we can provide in-kind support through our evaluation tools, educational content and resources, and data from completed research initiatives.

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NEFE’s Financial Education Evaluation Toolkit is a free, online resource that guides you through the design of an effective evaluation strategy and lets you choose from a database of more than 800 questions when you are ready to design your assessments. The toolkit makes it easy to demonstrate learning and show the value of your personal finance curriculum or program.

NEFE has free resources to use with community members, college students and high school students.

  • NEFE’s High School Financial Planning Program (HSFPP) is designed for classroom use in middle and high schools. NEFE’s award-winning flagship program has been independently evaluated and contains resources for teachers, parents and students.
  • CashCourse is an online resource for college students that is used by over 1,000 colleges and universities.
  • Smart About Money (SAM) is an online resource for adults that provides free online courses on a range of financial topics as well as informational articles and tools.
  • Financial Workshop Kits is a collection of turnkey, customizable workshops that educators and presenters can use in community settings. Workshops are offered on a variety of financial topics and many are designed for specific underserved audiences.
  • My Retirement Paycheck is an informational resource covering eight retirement decision areas. These are outlined in the Retirement Series, a group of pre-designed workshops on retirement topics that can be found on the Financial Workshop Kits website.

Visit our Research Projects section to browse academic research papers and executive summaries from completed NEFE-funded research, results from national polls on trending financial topics and summaries of NEFE’s research convenings.

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