About the FE Standards Resource Library

A copy of the full Oregon IDA Financial Education Standards 2.0 can be found by clicking here for .pdf updated September 2020. 

Materials on this Financial Education (FE) Standards Resource Library have come from a variety of different sources, including community organizations in Oregon and links to third-party financial education resources. This site is intended to be a resource for high quality, vetted, easy-to-access financial education materials, which ensure effective and engaging financial education for IDA savers. Resources are subject to the Terms of Use of the site.

Resources include:

    • Materials for the end-users (savers, participants, clients)
    • Accompanying trainer, instructor, or facilitator instructions
    • Visual aids or guidelines for visual aids and training props
    • Assessment or evaluation materials
    • Links to third-party resources and curriculum

To submit resources for consideration, please contact Luke Bonham, IDA Program Coordinator at Neighborhood Partnerships.

What are the FE Standards?

Acquiring and building financial skills and knowledge are core components of Oregon’s Individual Development Accounts (IDAs). The Financial Education Standards (FE Standards) were developed in collaboration with IDA Initiative partners to serve as a guide for IDA Providers, so that all IDA savers, no matter their location, have access to robust, high quality education. 

Savers use IDA matching money to increase the power of their own savings to reach self-determined financial goals. While in the program, savers work to build assets, access financial education, coaching and counseling, and build a practice of savings, all within their own specific sociocultural, political, and economic context. While not designed to be prescriptive, the FE Standards provide recommendations for creating robust IDA financial education. 

Who are the FE Standards for?

The primary audience for the FE Standards are IDA Provider organizations and staff facilitating financial education, counseling, and coaching to IDA savers. With the FE Standards, they will have guidance on how to focus and plan their financial education, coaching, and counseling to better serve participants.

Effective financial education ultimately rests on the ability of each practitioner to combine the core content with facilitation strategies that are engaging, applicable, and inclusive of each participant’s circumstances. The path to an improved financial situation will look different for each saver. For that reason, we encourage financial educators to be aware of the ways that their own sociocultural, political, and economic factors will influence their approach and assumptions. This awareness can contribute to a broader understanding of how to monitor biases as educators support each saver on their unique path to a stronger financial future.   


Click here for a brief history and acknowledgements of those that contributed to the making of the IDA FE Standards.

Incorporating Economic Literacy

Economic literacy, in this context, is the identification and evaluation of economic legacies as they relate to personal finance, wealth, the economy, and political systems. Click here to read about Incorporating economic literacy in IDA financial education.