Global Financial Education Program

Financial Education Curriculum

The Global Financial Education Program curriculum was first published in English in March 2006 and is now also available in Spanish, Russian, Portuguese, Arabic, Chinese, and French.

The core curriculum consists of five modules:

BUDGETING: Use Money Wisely
DEBT MANAGEMENT: Handle With Care
SAVINGS: You Can Do It!
BANK SERVICES: Know Your Options
FINANCIAL NEGOTIATIONS: Communicate With Confidence

Each of the modules includes a:

Content note that provides a basic overview of the topic
Trainer’s guide with step-by-step instructions for conducting each learning session in the module
Training-of-trainers manual to prepare financial education trainers

In addition, we have developed an Implementation Guidance manual that will instruct partners in the financial education process, including technical information on market research, training of adults, and measuring outcomes. Managers and trainers can use the various components of this guidance to adapt the materials to their target population.

Trainers’ Guides

Budgeting: Use Money Wisely
Curriculum and Content Note

Savings: You Can Do It!
Curriculum and Content Note

Debt Management: Handle With Care
Curriculum and Content Note

Bank Services: Know Your Options
Curriculum and Content Note

Financial Negotiations: Communicate With Confidence
Curriculum and Content Note

Training-of-Trainers Manuals

Budgeting: Use Money Wisely
TOT Manual and Toolkit

Savings: You Can Do It!
TOT Manual and Toolkit

Debt Management: Handle With Care
TOT Manual and Toolkit

Bank Services: Know Your Options
TOT Manual and Toolkit

Financial Negotiations: Communicate With Confidence
TOT Manual and Toolkit

Implementation Guidance

Introduction: The Rationale for Financial Education

Market Research Guidance

Outcomes Guidance

Adaptation Guidance

Adult Learning Principles and Curriculum Design for Financial Education

Working Papers

Market Research Working Paper

Outcomes Working Paper

Questions? For more information, please contact us at financialed@mfopps.org