How to Give Financial Education Presentations for Adults

Teaching financial literacy to adults has the potential to be utterly boring and confusing. The topic of managing money and staying out of debt is rarely a lighthearted topic. However, financial education seminars do not have to be boring. With proper planning and an engaging presenter, money matters can be made fun and informative.

Instructions

    • 1

      Establish your credibility while introducing yourself and outlining your expertise in financial matters. Providing additional information about your personal background can help you develop a rapport with your audience.

    • 2

      Provide an overview of what participants can expect to learn in your class. Poll the audience as to what they would like to learn, as well. Make sure to incorporate their input into your presentation as best you can.

    • 3

      Provide facts and statistics about general financial planning and money management. Create a context for why the information being shared is important for students to know. How will it make their lives better? Why is it important to have a handle on your finances?

    • 4

      Employ a combination of teaching techniques. Use PowerPoint presentations with pictures and words along with experiential demonstrations to teach financial information. An experiential learning demonstration may be as simple as having students place coins in a piggy bank as a demonstration of using a savings account.

    • 5

      Educate and entertain. Keep your audience attentive by making the information you present fun. Add humor with jokes, cartoons and funny anecdotes to help participants remember key information. Develop catchy, easy-to-remember phrases about important concepts and financial management rules.

    • 6

      Provide printed handouts that summarize the information you presented along with additional resources for further learning. Make sure to include your name and contact information so students can reach you after the event if they require additional guidance. Providing evaluation cards that participants can return to you will help with developing future presentations.

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