How Should CBC Credit Union Analyze the Effectiveness of a Pilot Financial Education Course for Working Adults?


With household debt on the rise, many households are turning to financial education to help change their behaviors. Therefore, it is important for financial planners, counselors, and coaches to understand best practices in financial education and how to match financial education content to the needs of the participants. In this case, students will assume the role of an executive at CBC Federal Credit Union to analyze the effectiveness of a pilot financial planning program offered by the bank in conjunction with California Lutheran University (CLU). How can CBC and CLU improve upon the pilot to continue building financial literacy in their community?

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