NEFE provides free Financial Workshop Kit webinars to engage facilitators and trainers.  Contact us to learn how!
Financial Workshop Kits

Video: About Financial Workshop Kits

Can you spare four minutes? If so, you can change a life.

Watch this video—showcasing NEFE's free Financial Workshop Kits programs and teaching materials—and get started today helping others lead better financial lives.

In just a few minutes, you'll learn more about the dozens of topics written specifically for different groups and financial issues. More are in the works all the time.

You’ll see tips to teach money management skills most effectively; how to get the best use from the free materials, including PowerPoint presentations, teaching scripts, and worksheets; and suggestions for personalizing the programs for your community.

From start to finish, you'll be supported in your efforts to teach money management skills to the people who need them most.

View the video and start changing a life today.

It just may be the best return on a four-minute investment you've ever had.

Why Educators and Financial Planning Pros Turn to NEFE’s Financial Workshop Kits

Since the National Endowment for Financial Education released its free, self-contained Financial Workshop Kits in 2011, they’ve been downloaded hundreds of times and impacted hundreds of thousands of people. The kits are specifically designed to help educators, volunteers, and financial professionals fill a need to provide Americans with reliable, unbiased information in an engaging manner.
The Financial Workshop Kits clearly are filling that need according to the more than 150 respondents who participated in a before-use survey. The most popular topic is general financial education (66 percent) closely followed by help for individuals with low incomes (61 percent). Programs for youth and college students are popular as well. At least 10 percent of users were interested in every category of workshop, including health and disability, aging, diversity, and retirement.
As indicated by respondents’ preference for general financial interest topics, the most popular workshop is Budgeting: Keeping Track of Your Money, with nearly 75 percent planning to download it. More than 50 percent showed interest in downloading Family Money Skills, 40 Money Management Tips, and Income Savings and Assets as well. Nearly every Financial Workshop Kit piques the interest of at least 10 percent of users.
NEFE’s Financial Workshop Kits are continually attracting new users, with 87.8 percent of survey respondents being first-time visitors to the site. Almost half the users are professional financial educators followed by about one-third social services professionals. The remainder of users tend to be financial planners and community volunteers. Financial Workshop Kit users rely on NEFE materials and conduct the workshops as part of their job (53 percent) or as a volunteer (47 percent).
NEFE plans to continue creating and fine-tuning its workshops to impact the maximum amount of people and improve their lives through sound money management skills.

Upcoming Presentations & Events

Our experts will be traveling around the country presenting to educators, non-profits and government groups.  Our upcoming presentations include:

May 12-14, 2015
Colorado Community Action Partnership, Denver, Colorado

July 19-22, 2015
2015 NCCEP/GearUp Annual Conference, San Francisco, California

July 21-24, 2015
Intergenerational Action on a Global Scale, an international intergenerational conference hosted by Generations United, Oahu, Hawaii

March 4-5, 2016
Alabama Money Expo, Birmingham, Alabama

Remember: Financial Workshop Kits Are Free

As always, there is no product to buy. No strings attached. We provide all programs (including Financial Workshop Kits) at no cost.

Getting Started

If you are getting ready to teach a financial workshop, visit our website to get started. We provide presentations, scripts, handouts, and tips to help you with your presentation and make your job easier.

Questions or Suggestions?

Questions or Suggestions?
We want our tools to be easy to use and as effective as possible. So if you have suggestions, tips, questions, or feedback, we would love to hear it. Have something to say? Contact our team.

Financial Workshop Kits is provided by the National Endowment for Financial Education® (NEFE®), a nonprofit foundation that inspires empowered financial decision making for individuals and families through every stage of life. For more information, visit

NEFE Webinars

Webinars are an effective tool to engage facilitators and trainers to disseminate information to your stakeholders.  Below is a list of upcoming webinars:

May 20, 2015 National Coalition Against Domestic Violence - at 11 am and 1 pm (EST)

June 24, 2015 Florida Prosperity Partnership on Evaluation Toolkit -  at 1 pm (EST)

To learn more about scheduling your own webinar, please contact Jeannette Schultz at (303) 224-3502.

Contact Us

National Endowment for Financial Education
1331 17th Street, Suite 1200
Denver, CO 80202
(303) 741-NEFE (6333)

For feedback or comments, contact Mary “Jeannette” Schultz at (303) 224-3502.
© 2015 National Endowment for Financial Education,
All rights reserved.

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