Schwab MoneyWise ®

NEFE High School Financial Planning Program

The National Endowment for Financial Education High School Financial Planning Program® offers a free 7-unit curriculum for high school students.

Included in the curriculum are handouts, transparencies, email messages to parents, PowerPoint slides and PDFs of student guides, instructor manuals and supplemental materials for these seven units:

Unit 1 Your Financial Plan: Where It All Begins

Unit 2 Budgeting: Making the Most of Your Money

Unit 3 Investing: Making Money Work for You

Unit 4 Good Debt, Bad Debt: Using Credit Wisely

Unit 5 Your Money: Keeping It Safe and Secure

Unit 6 Insurance: Protecting What You Have

Unit 7 Your Career: Doing What Matters Most

You can get access and download information for instructors, students and parents on the NEFE® High School Financial Planning Program® website1.

1. The National Endowment for Financial Education is an independent organization and is not affiliated with Schwab MoneyWise®. The High School Financial Planning Program® is provided exclusively for your benefit. Schwab MoneyWise® does not endorse any third-party website, its sponsors or any of the products or services offered on the website.


The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

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