Financial Skills Evaluation & Program Engagement Tools

Highquality financial education doesn’t just inform – it transforms. The most effective programs across Africa create measurable, realworld improvements in people’s financial lives. That means going beyond testing knowledge. It means understanding how learning shifts attitudes, behaviors, systems, and ultimately outcomes. With structured financial education assessments, educators and organizations can clearly track participant progress and demonstrate meaningful, lasting impact.

But powerful results start with a powerful learning experience. Successful programs are built on thoughtful preparation, professional facilitation, and ongoing reinforcement that helps new habits last. The NFEC supports educators across Africa with a full suite of customizable program resources – including preparation checklists, facilitation tools, outcome measurement systems, and reinforcement materials – all designed to help deliver consistent, highquality financial education that truly changes lives.

Financial Literacy Evaluations & Exams

The true measure of a financial education program isn’t what learners remember in the moment – it’s the realworld transformation they experience long after the lesson ends. To create that kind of lasting impact, you need insight into every dimension of learner growth: what they know, how they feel, how they behave, and the actions they take with their new knowledge.

That’s where the NFEC’s comprehensive assessment bank and reporting toolkit come in. Designed to demonstrate authentic program impact – not just recall – these auditready, competencymapped tools give you the power to showcase meaningful change across your entire learner population.

With 10 fully customizable assessments featuring hundreds of items, you can capture sentiment, behaviors, systems, and longterm outcomes with precision. These multidimensional measures help you prove what every stakeholder wants to see: your instruction is changing lives.

Behaviors

Observable actions that support their journey to becoming effective stewards of their finances.

Systems

The routines, tools, or structures they’ve developed to support their personal finance management

Stage of Change

Their readiness and willingness to apply what they’ve learned.

Sentiment

Their feelings, confidence, and mindset toward applying what they learned in the lessons.

Learning Style Survey

Measure how learners prefer to receive, process, and engage with information.

Interest

Their level of engagement and motivation to learn the subject matter.

Content Knowledge

What learners understand about teaching personal finance topics. (Available with curriculum only.)

Support

The networks, resources, or people they access to help them succeed.

Actions

Specific steps learners take as a direct result of the training.

Outcomes

Real-world impact and measurable results stemming from their learning experience.

Case Study Report Template

A professional tool to document your program’s success and showcase outcomes to funders, employers, and community partners

Certification Tour, Graduate Features, & Bonus Presentation Resources

  • CFEI® Tour: See how the program works and explore the journey step by step.

  • Graduate Features: Hear real stories from instructors making an impact.

  • Bonus Resources: Get exclusive teaching tools to elevate your financial education programs.

This is more than a course – it’s your opportunity to join a global network of educators committed to empowering individuals and communities with practical, life-changing financial skills.

By accessing the NFEC’s material, you agree to comply with the full terms.

Join Over 5,000 Enrolled CFEI® Champions Providing Others Qualified Financial Education

Certification Tour, Graduate Features, & Bonus Presentation Resources

  • CFEI® Tour: See how the program works and explore the journey step by step.

  • Graduate Features: Hear real stories from instructors making an impact.

  • Bonus Resources: Get exclusive teaching tools to elevate your financial education programs.

This is more than a course – it’s your opportunity to join a global network of educators committed to empowering individuals and communities with practical, life-changing financial skills.

By accessing the NFEC’s material, you agree to comply with the full terms.

Join Over 5,000 Enrolled CFEI® Champions Providing Others Qualified Financial Education

Experience Design Toolkit

A highimpact financial education program isn’t built on great content alone – it’s powered by intentional design, polished delivery, and consistent reinforcement that transforms knowledge into realworld behavior change.

We’ve created a complete, endtoend resource suite that equips you to deliver a truly worldclass learning experience. From preprogram planning and facilitator preparation to postprogram reinforcement and outcome measurement, every tool is built to streamline your workflow, elevate consistency across teams, and ensure that every session meets professional standards with clear, measurable learning outcomes.

Everything is fully customizable to your brand and context – including registration workflows, facilitator checklists, reporting dashboards, and ongoing education content – empowering you to deliver a polished, seamless learner experience from start to finish.

This comprehensive package frees you to focus on what matters most: creating transformative learning moments that build confidence, shift financial behaviors, and support longterm financial wellbeing.

Pre-programming

Preparation checklists, pre-participant surveys, registration workflows, and email templates to build anticipation and set the tone

Implementation

Professional banners, event handouts, measurement tools, and facilitation checklists to ensure smooth, impactful delivery.

Post-programming

Recognition templates, outcome measurement systems, and ongoing education materials to reinforce learning and strengthen long-term outcomes.

Certification Tour, Graduate Features, & Bonus Presentation Resources

  • CFEI® Tour: See how the program works and explore the journey step by step.

  • Graduate Features: Hear real stories from instructors making an impact.

  • Bonus Resources: Get exclusive teaching tools to elevate your financial education programs.

This is more than a course – it’s your opportunity to join a global network of educators committed to empowering individuals and communities with practical, life-changing financial skills.

By accessing the NFEC’s material, you agree to comply with the full terms.

Join Over 5,000 Enrolled CFEI® Champions Providing Others Qualified Financial Education

Certification Tour, Graduate Features, & Bonus Presentation Resources

  • CFEI® Tour: See how the program works and explore the journey step by step.

  • Graduate Features: Hear real stories from instructors making an impact.

  • Bonus Resources: Get exclusive teaching tools to elevate your financial education programs.

This is more than a course – it’s your opportunity to join a global network of educators committed to empowering individuals and communities with practical, life-changing financial skills.

By accessing the NFEC’s material, you agree to comply with the full terms.

Join Over 5,000 Enrolled CFEI® Champions Providing Others Qualified Financial Education

Ghana

Bank of Ghana / Ghana Statistical Service / World Bank / Ministry of Finance
Ghana Financial Inclusion Survey, 2024

Key results:

  • Assessed financial knowledge, financial behaviour, saving, budgeting, borrowing, and digital finance use.
  • Found significant gaps in budgeting, long-term planning, and understanding of financial products, especially among rural populations.
  • Survey informed implementation of Ghana’s National Financial Inclusion and Development Strategy (NFIDS).
  • Financial capability varied significantly by age, income, and employment status.
  • Survey measured budgeting, planning ahead, saving, confidence, financial numeracy, and resilience.

Ghana

World Bank / Ministry of Finance
Diagnostic Review of Consumer Protection and Financial Literacy, 2019

Key results:

  • Identified low levels of understanding of inflation, interest rates, and financial risk
  • Recommended stronger school-based financial education and national financial literacy measurement frameworks.
  • Helped shape national financial education priorities.

Kenya

Central Bank of Kenya (CBK) / Kenya National Bureau of Statistics (KNBS) / FSD Kenya
2021 FinAccess Household Survey

Key results:

  • 83.7% of adults accessed formal financial services.
  • Included measures of financial capability, savings behaviour, budgeting, resilience, and financial knowledge.
  • Financial literacy questions showed notable weaknesses in retirement planning and risk management.

Kenya (participant economy)

OECD/INFE International Survey of Adult Financial Literacy Competencies, 2023

Key results:

  • Used internationally standardized OECD/INFE methodology to assess financial knowledge, attitudes, and behaviours.
  • Measured financial literacy on a composite score framework (knowledge, behaviour, attitudes).
  • Helped benchmark Kenya against global financial literacy levels.

Nigeria

Enhancing Financial Innovation & Access (EFInA) / Central Bank of Nigeria
Access to Financial Services in Nigeria (A2F) Survey, 2023

Key results:

  • Formal financial inclusion increased to 64% in 2023 (from 56% in 2020).
  • Measured financial capability, use of financial services, financial behaviours, savings, borrowing, and digital finance adoption.
  • 26% of adults remained financially excluded.
  • Used by the Central Bank of Nigeria to monitor progress under the National Financial Inclusion Strategy.

Nigeria

Central Bank of Nigeria / OECD-INFE
National Financial Literacy Framework Baseline Assessment, 2020–2022

Key results:

  • Assessed adult financial knowledge, budgeting, savings, and responsible borrowing.
  • Found major gaps in investment literacy and long-term financial planning.
  • Served as a baseline for Nigeria’s National Financial Literacy Framework.