Create Free Evaluations

Design simple, effective evaluations that make it easy to demonstrate learning and show the value of your personal finance curriculum.

Learn more about the Evaluation Toolkit.

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Designing Your Evaluation

Set goals for what you want learners to know and be able to do after your program. Then design an evaluation to measure how well your curriculum achieves those goals.


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Building Your Evaluation

Create unlimited evaluations from standardized templates, build your own custom evaluations from scratch or use our question bank. Includes informative evaluation techniques and an evaluation manual.


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Using Your Evaluation

Use your evaluation results to decide whether your program is meeting learners’ needs, whether the curriculum is high quality and whether the program is being implemented properly. Share success stories with funders and decision-makers.


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Why Use Our Evaluation Toolkit? 


  • Easy to use. Create simple, effective online and printable evaluations to show the value of your personal finance class or workshop.
  • Saves you time. Create online evaluations quickly from the question bank, using templates from national standards or by customizing your own.
  • Easy to grade. Automatically score evaluations, easily collecting and measuring data.
  • Tracks progress. Measure student and class progress over time.
  • It’s free. Developed by the National Endowment for Financial Education® (NEFE®), an independent, nonprofit foundation committed to empowering Americans to reach their financial goals.


why use our evaluation toolkit

NEFE’s Evaluation Toolkit Provides: 

  • An easy way to measure student progress and report back to stakeholders.
  • A comprehensive Evaluation Manual that helps you plan when to evaluate and why.
  • The guidance you need to design and implement better financial education evaluations for your specific audience.

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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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