This comprehensive Excel workbook offers a place for you to document your analysis and key decisions when putting together your financial literacy development program, including:
- Target behaviors and outcomes.
- Your team's current skill and confidence levels.
- Financial competencies for development by priority.
- Approaches and methods you'll use in the program.
This tool also includes a tracker so that you can plan specific development paths for the individuals on your team and note their progress over the long term.
