The High School Financial Planning Program® (HSFPP) will be retiring on July 31, 2021. Learn more about this decision.

NEFE Resource

Customizable HSFPP Evaluation Templates 

HSFPP includes performance-based assessments (aka "Challenges") recommended for each lesson. Instructors can easily create additional effective financial education assessments and evaluations using NEFE's Financial Education Evaluation Toolkit (

The Evaluation Toolkit includes resources designed for HSFPP educators:

  1. Customizable templates that align with the each of the six HSFPP modules.
  2. Expanded question bank aligned with national personal finance standards, including Jump$tart’s national standards in K-12 personal finance education.
  3. Questions that align with national benchmark surveys, such as PISA Financial Literacy Questions and Answers.
Evaluation Toolkit Screenshots

Why Evaluate

Effective financial education requires more than an increase in short-term knowledge. Strong programs show changes in both attitudes and behaviors over an extended period of time.

Evaluations can help:

  • Prove the value of your program to funders and administrators.
  • Measure knowledge gains before and after your program.
  • Adjust the pacing and relevance of lessons to students’ life stage.
  • Assess the quality and fidelity of instruction.

Tools to Get Started

What evidence do you have to provide if your program is successful or not? The Evaluation Toolkit makes it easy to quickly create effective financial education assessments and evaluations:

  1. Check out the Evaluation Manual for an overview of why and how to conduct an evaluation. 
  2. Clearly define what you want students to learn, or be able to do, after your program.
  3. Select questions from the question bank or write your own questions.
  4. Automatically score your evaluations and use data to track student and class progress.