NEFE’s Financial Workshop Kits program will be retiring on Sept. 12, 2019. Please download any workshop materials before that date as this website will no longer be available. For more resources and tools to deliver financial education in your community, visit

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Other Educational Resources

Whether you teach youth, working adults, or those reaching retirement, our resources can help you provide the information your audience needs. From NEFE and Case Management Tools to Khan Academy Videos and Retirement TLC, these resources provide a range of information geared to the communities you help. All NEFE tools and resources are free.


NEFE Tools


CashCourse® is student’s real-life guide to taking charge of their money. CashCourse’s online personal finance tools help college students build real-life-ready financial skills. Students at more than 900 colleges and universities across the country use CashCourse, because it’s easy to use, has no commercial ties and is free!

If you are a college or university and want more information about enrolling in CashCourse, visit

If you are a student or nonprofit organization, you can start using CashCourse today by going directly to and creating your own account.

Life Values Quiz

The Life Values Quiz is based on academic research and reveals what’s behind a person’s financial decisions. Use this tool to learn what influences and motivates your audiences’ financial decision making and then tailor your teaching to reflect their values.

My Retirement Paycheck

My Retirement Paycheck is a one-stop spot for information about retirement decisions. The site outlines a full range of interrelated decision areas and shows people how to stretch their retirement income, regardless of how much they’ve saved.

NEFE Financial Education Evaluation Toolkit

The NEFE Financial Education Evaluation Toolkit is an innovative measurement tool that helps you measure the effectiveness of financial education programs. With this tool, you can customize pre- and post-teaching surveys to maximize your audience’s learning.

NEFE High School Financial Planning Program® (HSFPP)

NEFE's High School Financial Planning Program® (HSFPP) is a free turnkey financial literacy program specifically focused on basic personal finance skills that are relevant to the lives of teens in Grades 8-12.

On Your Own

On Your Own is a blog created to help people who are just starting out on their own financially. From lessons learned with real people and interviews with experts to money tips, strategies, and options, On Your Own supports young people on their paths to financial independence.

Retirement TLC

Looking to increase employee participation in your retirement plan? NEFE’s Retirement TLC can help your HR department achieve this goal! Based on research conducted at Dartmouth College and funded by NEFE, the toolkit includes multiple resources to help your HR department increase employee participation, including fliers and videos.

Smart About Money

Smart About Money is a free unbiased resource where you can find in-depth personal finance courses, articles, calculators and tips to help you manage your money through life's ups and downs.


The Spendster YouTube channel is a safe haven for you to clear the air about what's cluttering your life or draining your wallet. Share a YouTube video about your unbreakable spending habit and see what others have to say. Spendster will help you identify your spending downfalls and get your spending habits back on track.