Our Experience and Research
For more than 30 years, the nonprofit National Endowment for Financial Education® (NEFE®) has promoted in-depth exploration of personal finance issues through research studies, think tanks, roundtable discussions and other sponsored activities.
Our research shows that effective financial education must be relevant to the audience, covering topics that learners are facing now and arming them with useful information. A successful personal finance curriculum must continuously measure what is working and what is not in order to keep up with learners’ changing needs.
Evaluations are the primary tool to measure program performance, build shared understanding of goals and outcomes within your organization, and prove the value of your program to funders.
The NEFE Financial Education Evaluation Toolkit is presented as a public service to help educators and decision-makers implement and improve their personal finance curriculum for the benefit of individuals and to contribute to the economic well-being of society as a whole.
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