Eight Elements of a Successful Financial Education Program
The Office of Financial Education works to ensure that
Americans have access to financial education programs that
help them obtain practical knowledge and skills to make
informed financial choices throughout their lives. The Office
developed a list of eight elements of a successful financial
education program, each element classified as relating to
the program’s content, delivery, impact or sustainability.
The primary purpose of the eight elements is to offer guidance
to financial education organizations as they develop programs
and strategies to achieve the greatest impact in their communities.
| 1. focuses on and/or
retirement planning. |
| |
2. is , taking into account its language, culture,
age and experience. |
| 3. is offered through a that makes effective use
of community resources and contacts. |
| |
4.are able to apply the skills taught. |
| 5. and uses performance measures to track
progress toward meeting those goals |
| |
6. through testing, surveys or other objective
evaluation. |
| 7.
on a local, regional or national basis so as to have
broad impact and sustainability. |
| |
8. isas
evidenced by factors such as continuing financial support,
legislative backing or integration into an established
course of instruction. |
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