NGO Tailor-made Programmes
Your organisation is willing to give the basics of financial education to the clients you serve. How can you reach this objective?
- You can identify trainers and enroll them to our Training the Trainers "Learn to teach money matters". Your trainers will then adapt what they have learned and build a financial education programme.
- Or we can work together and build a programme which fully fits your clients' needs: you bring your knowledge of your clients' money issues, cultural background, education and literacy... and we bring our experience in creating effective financial education programme.
Creating your programme step by step
The first step is to contact us so that we can discuss together what objectives you would like your financial education programme to achieve. We can then work out on the time-frame, resources and a working plan.
Our process is flexible and adaptable to your goals, your organisation's size, staff and time. The graph below gives you an idea of how we could work together: how much you want us to be involved at each stage... depends on you.

We usually start with finding out what your targeted clients' money issues are, what they already know about money management and how available and willing they are to get training, through interviews, focus groups, questionnaires... Based on the results of the needs assesment, we identify learning objectives and draft a first training guide that either we or you test with a pilot group. We then improve the first draft, train your trainers to train other clients' groups. Finally, we write an evaluation report which includes a post-course survey and roll-out and follow-up suggestions.
This process can take a month... to a year or more, depending on your objectives and resources. Our team is there to support you at each step of your financial education programme's implementation.
Examples:
- Check how we helped other organisations implement their own financial education programme.
- Read how we adapted a tailor-made course for migrant workers to two different situations (Hong Kong Domestic Workers and new migrants in the US)
