Best Practices in Financial Education

Researchers have examined what works best when teaching adults about money. The following studies provide important insight on teaching methods and curricula that can be used by CMS instructors.

Adult Financial Education Curricula Matrix
Compiled by the United Way of Massachusetts Bay and Merrimack Valley.

Financial Education: A Guide to Promising Practices

2007. FDIC Boston Alliance for Economic Inclusion

Helping Consumers Make Wise Financial Decisions

March 2007. New America Foundation

Elements of Effective Financial Literacy Training

2000. By Inger Giuffrida of The Enterprise Foundation

Expanding Financial Skills in Low-Income Communities

2008. By Margaret Miley of The Midas Collaborative. Newton, MA: Massachusetts Community & Banking Council

Assessing the Outcomes of Financial Education

2006. Working Paper #3 by J Sebstad, M. Cohen, and K. Stack. Washington, DC: Microfinance Opportunities

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