Financial Education Curriculum

 Funded by the Washington Department of Financial Institutions

DFI logo


The purpose of this series of 6 courses is to teach learners the core financial education they need to get through life. Each module has been designed to be a one-credit (600 minutes or ten hours) college-level class. It is meant to be personally relevant to the learner, behavior-based, and flexible in its distribution. At Bellevue Community College, we offer these courses online with open lab support on Friday. Students may register for the courses throughout the college quarter and complete the work at their convenience before the quarter ends.


Many studies have shown that exposure to financial knowledge alone does not bring about change in the typical learner. The goal of these courses is to get the learner to adopt good financial behaviors and to make a habit of them. Each course contains activities that help the learner practice good financial behaviors. We acknowledge that we must reach as many learners as we can in whatever places it is easiest to reach them. These courses can be adapted to 90-minute sessions for the community or they may be adapted to whatever format works in your college or community. They are available to any educator as long as the DFI is cited as owner of the copyright and no profit is earned from their use.


It is our belief that these courses can be taught by any educator who is concerned about the financial security of our state. We have started a network of educators who are welcome to contribute their best practices and lessons learned in advancing financial education.


Send all comments and feedback to Leslie Lum


College Curriculum


Module Book (Word) Book (pdf) Workbook (pdf) Power point Other resources
Money Management MM Book  MM pdf  MM Workbook MM PPT MM ESL Activities
Saving Saving Book Saving pdf Saving Workbook Saving PPT  
Credit Credit Book Credit Instructor pdf

Credit Student pdf
Credit Workbook Credit PPT Credit ESL Activities
Investment Investment Book Investment Instructor pdf

Investment Student pdf
Investment Workbook Investment PPT Investment  ESL Activities
Risk Management RM Book RM Instructor pdf

RM Student pdf

RM Workbook RM PPT
Real Estate RE Book RE Instructor pdf

RE Student pdf
RE Workbook RE PPT

Workplace Demos
Session Power point Video (Sample session lecture)
Money Management CityofSeattleMoneyManagement.pdf Money management 1
Money management 2
Money management 3
Credit CityofSeattleCredit.pdf Credit 1
Credit 2
Credit 3
Investment CityofSeattleInvestments.pdf Investment 1
Investment 2
Investment 3
Investment 4


We encourage all advocates of financial education to measure what you do.
Here are some evaluation instruments that we have used:

Rosters which document number of learners and logs contact information.
feedback surveys document immediate response to the session. Feel free to add other questions.
Pre and Post Financial behavior survey. This survey provides a comprehensive list of the financial behaviors that lead to financial security. Take one at the beginning of the session(s) as to current financial behavior and take another at the end of the session(s) to determine intent. Provide learners with a financial behavior inventory to take with them so they can continue to monitor those behaviors.
Some colleges have been tracking participants versus nonparticipants to determine whether retention and success rates are higher. As most financial education is administered to learners who cannot be tracked, colleges provide the best opportunity to add to the body of knowledge on the effectiveness of financial education, we encourage you to do this kind of evaluation.

Financial Education Campaigns at Your College

Places to integrate financial education:


Hints on how to run your sessions: Promoting your sessions: