NEFE's Financial Education Evaluation Toolkit FAQs

Does it cost anything to use the Evaluation Toolkit?
As always, all NEFE materials and services, including the Financial Education Evaluation Toolkit, are free.

Who can use the Evaluation Toolkit?
NEFE’s Financial Education Evaluation Toolkit is reserved for schools and nonprofit organizations only.

Why should I use the Evaluation Toolkit?
Evaluation allows educators, administrators and funding agencies to make decisions about their programs based on objective data. Evaluation not only provides information about areas for improvement, but it demonstrates the impact a course or program has on participants. By evaluating your course or program, you know where to improve or build upon success.

I’ve already completed teaching my class. Can I still evaluate it?
If you do not plan for evaluation at the beginning of the program, the opportunity is lost to record program outcomes and understand the contributing factors to those outcomes. Sometimes you can go back to participants and ask for a self-assessment of the program or components that impacted them later. However, planning an evaluation from the beginning is ideal and provides the most reliable data.

How do I create a login?
Visit toolkit.nefe.org and click the ‘Create a Free Account’ link at the top right of the page. Enter your user registration information when prompted and click ‘Create Account.’ You will be redirected to our member homepage to begin creating your evaluation.

Do I need a login?
You must create a login to utilize the Evaluation Toolkit. Once you’ve logged in, you will be able to create and save course evaluations.

Can I save my completed evaluations?
Yes. You can create as many evaluations as you need. Save each evaluation in your account and return at your convenience to edit or print.

Can I email or print my evaluations?
Yes. After completing your evaluation, you can print it by clicking the ‘Print’ link. You can open and print the evaluation or download it as a PDF. Once in PDF form, save the document to your computer and add it as an attachment to emails or print directly from your computer.

Does the Evaluation Toolkit score assessments?
Yes. The assessments are automatically scored. By clicking on ‘View Results’ on the specific evaluation, you get a web view of the total responses, total points available and the average score. Note: if you added a custom question which does not have a correct answer (i.e., Likert scale), it will not be scored. Click on the ‘Download Detailed Results in Excel’ link to see further details, such as individual student scores by question, a total student answer comparison and a question comparison, which lets you easily see which questions students got right or wrong (which allows you to know where to make adjustments to your instruction).

What kind of programs can be evaluated using the Evaluation Toolkit?
NEFE’s Financial Education Evaluation Toolkit is designed to evaluate financial education courses, but it also can be used to evaluate other types of programs — including high school courses, one-time interventions and online courses — by creating custom evaluations using your own questions.

Will NEFE do anything with the email address I provide when I create an account?
No, your email address is completely confidential and will not be shared with anyone. NEFE uses your email to track Evaluation Toolkit users only.