Complimentary Financial Education Resource Center

Gain immediate access to the complimentary financial education package and resources here. Simply select the age range of the audience for whom you seek resources to access workshops, online learning, standards, tips, activities, and more.

These financial education resources are focused on helping learners work toward positive personal finance outcomes. The materials provided are grounded in research-based educational methodologies and real-world application. They have been designed by experts and tested by tens of thousands of organizations to encourage long-term benefit for the learners.

We appreciate your interest in championing financial wellness in your community or working toward a stronger financial position. It is our hope that these complimentary resources will help with your endeavors.

Kids Resources
Youth Resources
Adult Resources

Usage License Granted & Terms

The National Financial Educators Council (“Licensor”) grants the Licensee of the NFEC’s Material a limited, non-exclusive, License to use the NFEC’s Resources (“Resources”). The NFEC retains the copyright and all rights not expressly granted to Licensee.

Organization or Facilitators
Can share student guides and online learning access to the number of people your organization serves directly. Materials cannot be sold, used for sponsorships, or uploaded online.

Families & Individual Learners
Those who access the information for independent personal or family study can use the information for themselves and share with their immediate family members.

By accessing the materials, you agree to the full terms and conditions.

Access the Resources: Select Your Group or the Age Range You Want to Serve

Kids (PK – 8th Grade)

Curriculum, Presentation, & Activities

Includes 9 lessons and activities for each age, ranging from 4 to 13 years old. These resources can be used by both educators and parents to help youth build the core skill sets and habits they need as they mature into adulthood.

Kids Financial Literacy Standards PK – 8th Grade

Kids Financial Literacy Standards & Teaching Tips

For educators, these standards will help you align your lesson plans with national standards. For both parents and educators, teaching tips and strategies are provided.

Family Chore Project

Designed for parents to help their children develop core financial skill sets centered around earning, savings, and spending. This project-based learning program builds positive financial values. Educators – provide this project to parents of the students you teach to encourage education at home.

Access Complimentary Resources for Kids

Youth (From High School until They are Paying Their Own Bills)

Moving Out on Your Own: Live Workshop Resources & Online Learning

Access a complete presentation designed around a life event youth are excited about – moving away from home and gaining independence. Help the people you serve prepare for this major financial decision. Includes: instructor’s guide, PPT presentation, student guide for live instruction; and complete online program that youth can use for independent learning.

Financial Literacy Standards Guide

Align your financial literacy course with national financial education standards. This full guide – the NFEC’s Financial Literacy Standards & Framework for learners – was developed to improve the quality and enhance the impact of financial literacy instruction.

Family Chore Project

Designed for parents to help their children develop core financial skill sets centered around earning, savings, and spending. This project-based learning program builds positive financial values in kids. Educators – provide this project to parents of the students you teach to encourage education at home.

Access Complimentary Resources for Youth

Adult (Low, Middle, & High Socio-economic Levels)

Debt Elimination Workshop & Online Learning

Designed for low to middle socio-economic status, this workshop includes an instructor’s guide, PowerPoint, and student guides you can leverage to help people get out of debt and build habits that minimize future debt. Standalone online learning center also included, with a complete online program that adults can use for independent learning.

Retirement Planning Workshop & Online Learning

Designed for middle to high socio-economic status, this workshop includes an instructor’s guide, PowerPoint, and student guides you can leverage to help people prepare for their golden years. Standalone online program also available that adults can use for independent learning.

Financial Literacy Standards Guide

Align your financial literacy course with national financial education standards. This full guide – the NFEC’s Financial Literacy Standards & Framework for learners – was developed to improve the quality and enhance the impact of financial literacy instruction. These standards both support instructors who teach courses, and give learners a framework toward reaching their educational goals.

Personal Finance Calendar

This Personal Finance Calendar suggests the kinds of financial reviews you should complete monthly and periodically. The calendar lays out a month-by-month schedule of significant financial events and documents you should evaluate and update on an ongoing basis, and also discusses reviews to undertake when major life events occur.

Access Complimentary Resources for Adults

Our Local Champions Across California Make these Resources Possible

Local champions ensure that financial education programming, resources and data are provided complimentary to individuals and organizations throughout California.