Financial Literacy Assessments and Program Experience Tools
Financial education should lead to practical improvements in people’s lives. Demonstrating that impact takes more than a knowledge quiz: educators need ways to understand learning, attitudes, actions and longer-term outcomes.
NFEC provides adaptable planning, facilitation, assessment and reporting resources that support this work. Educators in the Philippines can use these tools to monitor progress, strengthen the learner experience and communicate the results of their programs.
Financial Wellness Tests & Assessments
NFEC’s assessment library evaluates more than information recall. Its ten customizable assessments and question bank cover learner knowledge, attitudes, behaviors, support systems and outcomes. Together with reporting tools, they help educators document what changed and communicate program results to stakeholders.
The assessment areas below give a broader view of participants’ progress and the effectiveness of financial education.
Behaviors
Observable actions that support their journey to becoming effective stewards of their finances.
Systems
The routines, tools, or structures they’ve developed to support their personal finance management.
Stage of Change
Their readiness and willingness to apply what they’ve learned.
Sentiment
Their feelings, confidence, and mindset toward applying what they learned in the lessons.
Learning Style Survey
Measure how learners prefer to receive, process, and engage with information.
Interest
Their level of engagement and motivation to learn the subject matter.
Content Knowledge
What learners understand about teaching personal finance topics. (Available with curriculum only.)
Support
The networks, resources, or people they access to help them succeed.
Actions
Specific steps learners take as a direct result of the training.
Outcomes
Real-world impact and measurable results stemming from their learning experience.
User Experience Tools
Delivering an effective financial education program takes more than solid material – it demands intentional planning, polished facilitation, and consistent reinforcement that helps learners turn insights into long term habits. To support you in offering a truly exceptional experience, we’ve built a full collection of resources that walk you through every stage, from early preparation to delivery and ongoing follow up. Each component is crafted to streamline your workload, create consistency across facilitators and locations, and ensure that every session meets professional standards with clearly defined learning goals.
All elements can be tailored to fit your organization’s brand and environment – including registration processes, facilitator guides, measurement tools, and continuing education materials – so participants receive a cohesive, high quality experience.
This all inclusive toolkit frees you to focus on what matters most: designing meaningful learning moments that strengthen knowledge, encourage positive financial behaviors, and support long term financial well being.
