Explore NEFE's Financial Education Tools for Credit Unions

The National Endowment for Financial Education® (NEFE) is proud to partner with CUNA, NYIB and individual credit unions to bring financial education to local communities. NEFE provides free award-winning financial education curriculum, evaluation tools, innovative research and consumer sites that credit unions can use to teach and engage their members, local schools and community organizations.

Some examples of ways your credit union can use NEFE materials include:

  • Teach a workshop for teens or adults in the community
  • Use the High School Financial Planning Program® (HSFPP) to team-teaching a class at a local middle or high school
  • Collaborate with your local Jump$tart coalition to conduct a Jump$tart Teacher Training Alliance workshop
  • Train local educators about how to implement HSFPP in their classrooms

Empower Teens -

High School Financial Planning Program® (HSFPP)

For over 30 years credit unions have used this award-winning program to bring financial education into their local high schools and community organizations. HSFPP teaches important life skills, is flexible and easy to use and was created by top educators and financial professionals. All program materials are free of charge and teacher training programs are available.

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Educate Adults -

Financial Workshop Kits

Everything a facilitator needs – script, presentation, and handouts – to teach young adults to retirees a variety of finance-related topics in workshop settings.

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Evaluate Impact -

Financial Education Evaluation Toolkit

Discover the effectiveness of your financial education program with this online resource. The evaluation toolkit helps you apply evaluation techniques to your programs by documenting learner impact.

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Keep Up on Research -

NEFE Funded Research

NEFE encourages better understanding of personal finance by identifying and promoting in-depth exploration of financial issues of concern to the public. We do this through research studies, conferences, symposia, think tanks, round-table discussions and other activities that we sponsor.

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Introduction to the Program Webinars

Preview the program learning outcomes, format and materials during a live 45-minute webinar. HSFPP webinars are scheduled multiple times each month. On the registration page simply choose the date that works for you. Please share the registration link with others who may be interested in learning about the program.

Register for a Webinar