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

Family Money Skills

Family Money Skills: Basic Tools for Financial Success

Providing basic tools for financial success is an important step to help improve the lives of low-literacy populations. Success is heightened when parents and children learn together and support one another in making smart, beneficial money decisions. This workshop provides the tools to help families openly discuss money matters and gain the critical life skills needed to make smart financial choices. Key content includes understanding wants versus needs, setting savings goals, earning money, shopping wisely, planning, and banking.

Workshop Materials

You must agree to the terms of the Content License Agreement below to access the materials. Once the materials are downloaded, they may be used as-is or customized to best meet your needs.

Each kit provides workshop facilitators with the materials needed to run a workshop straight out of the box, or the choice to adapt any of the detailed presentations, scripts or learner action plans to suit their unique audience’s needs. Here is what you can find in each workshop.

A Presentation

Display these PowerPoint slides during your presentation to keep the workshop engaging and on track.

A Script

Consult the script for tips on how to prepare for your workshop, what your primary talking points will be, and follow-up resources.

Activities and Info Sheets

Guide your workshop participants through the hands-on activities and informational sheets to bring the financial skills to life.

Related Resources

Find additional suggested resources that can help round out your educational offerings.


The FAQ section for each workshop can help answer your questions about working with your intended audience.


I’ve never addressed a low-literacy group before. How can I be sure I am communicating the material, but not offending them by making it too elementary?

Your audience will not be offended if you are pleasant and respectful, and if you listen attentively to their comments. Simple, clear language is always the most effective choice for any group. Stay away from jargon and confusing terms. The bulk of the material in this workshop is a collection of activities for parents and children to jointly complete, so there is no deep “academic” content to present.

How can I encourage parents to work on the activities with their children?

Parents naturally want their children to overcome the difficulties they’ve faced and achieve a higher standard of living. Emphasize that by being involved in their children’s financial education, they are greatly increasing their chances for success. Additionally, working on the materials together helps build a strong family unit, and that is beneficial when difficult times come (such as job loss, reduced wages, or other financial challenges).

What if the class members think their children are too young to learn about money?

Suggest that they talk to their children about different things at different ages. A youngster might understand what having a few pennies means when he or she wants to buy a piece of candy. An older child might want to save up for something special. Teenagers can understand that they can’t put gas in the car without money. Parents know what the hot buttons are for their children, and they can foster good money management habits in them by starting at an early age.

I’m not a financial expert. What if I can’t answer some of their questions?

Be honest and tell your class they should consult with a trusted financial professional. Don’t guess or dismiss any question. You might use this as an opportunity to reinforce how important it is for them to ask questions anytime they don’t understand something.

What if my audience questions whether I can possibly understand what they are going through?

Your class is interested in learning skills that can help them better their financial situation and their children’s financial education. Most likely, each person will bring specific concerns or objectives to the program and will be focused on those—and not on your background. However, remember to always listen attentively without judging or minimizing the concerns of a class member. Everyday situations, such as budgeting for groceries, gas, or rent are universal themes for discussion. Be honest and straightforward with each person and acknowledge that each person’s situation is unique.

Family Money Skills

Help low-literacy families gain the critical life skills needed to make smart financial choices.

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