Why reinvent the wheel? The following resources are proven winners for creating and managing effective programs about money and finance. Even if you aren’t applying, you are welcome to use these ideas and resources.
Market research: Why guess about what to offer? Before introducing a new service, it helps to analyze what your target audience needs.
Multimedia: Brand your programs to generate interest. Borrow from this collection of visual material.
Education content from Finra Foundation: Use these tested and approved educational materials from FINRA’s site.