Financial Education Evaluation Toolkit® 

This online evaluation toolkit is designed to help financial educators document the impact of their financial education programs on learners. It is essential for educators to understand and apply evaluation concepts to ensure their programs are meeting students’ needs and to secure support from stakeholders.

The Financial Education Evaluation Toolkit is one of the many programs of the National Endowment for Financial Education® (NEFE®), an independent, nonprofit foundation committed to educating Americans on a broad range of financial topics and empowering them to reach their financial goals.

NEFE’s Mission and Vision

We're redefining financial education.

The National Endowment for Financial Education (NEFE) champions effective financial education. We are the independent, centralizing voice providing leadership, research and collaboration to advance financial well-being. As one of the first organizations to wholly dedicate its efforts on improving the effectiveness of financial education, we continue our legacy of strengthening action-oriented research agendas, mobilizing intermediaries, and creating better solutions for researchers, educators, practitioners and policymakers.