What Makes for an Effective Learning Experience?

Amidst the current economic climate and given the great needs around personal financial literacy, we thought this would be a good time to share our process behind creating effective and efficient financial education programs and improving existing ones. Based on over a decade of working with corporations, nonprofits, government agencies and learning institutions on their financial education efforts, we have found many programs to be lacking. These programs typically come up short because of a misunderstanding of what makes for an effective learning experience.

Behind our process is a rubric we use as a guide for designing and assessing curricula, web interactives, seminars, or other financial education programs. You can download this document from our Topics Financial website. We hope this document will help you ensure your programs are of the highest quality -- from instructional design, to aesthetic design, to accessibility.