Pre-Test
Before the Lesson
Answer these before watching or teaching the lesson. It is okay not to know yet.
Pre-Test / Video / Post-Test
Financial Literacy Workshop Kit
A Keystone financial literacy workshop starter with a pre-test, facilitator video script, post-test, and printable learning score summary.
Financial Literacy Workshop
Teach, Test, and Reinforce the Basics
This starter kit gives Keystone a ready-to-use lesson flow: pre-test, short video script, guided discussion, post-test, and a printable score summary.
- Use the pre-test to see what participants already understand.
- Record or present the video script as a short 6-8 minute lesson.
- Use the post-test to show growth and reinforce next steps.
- Print the final score summary for program records or coaching.
Video Script
6-8 Minute Lesson Script
Keystone Advisory Council
Money Skills in Real Life
A short script for a facilitator, recorded video, or live workshop introduction.
Video
Script
Script
Opening
Welcome to Keystone Advisory Council's financial literacy lesson. Money skills are not about shame or perfection. They are about building a plan that helps you make better decisions with the money, time, and choices you actually have.
Budgeting
A budget is a plan for income, expenses, savings, debt, and goals. Start with what is coming in, then protect the essentials first: housing, food, utilities, transportation, health, and required obligations. After that, decide what can flex.
Saving
An emergency cushion does not have to start big. Even a small amount can keep a flat tire, missed work hour, or surprise bill from becoming new debt. The habit matters first; the amount can grow over time.
Credit
Credit reports show your borrowing history. Credit scores are influenced by things like payment history, balances, length of history, new applications, and the mix of accounts. A powerful first step is to check reports, correct errors, pay on time, and lower balance pressure where possible.
Debt and Decisions
Debt planning starts by naming the debt, minimum payment, interest, due date, and consequence of missing a payment. The goal is to choose a strategy before stress chooses one for you.
Close
Today, choose one 30-day action. Make it specific, realistic, and connected to a date. Progress is built by repeating small decisions that protect stability and open the next door.
Post-Test
After the Lesson
Answer the same questions after the lesson. The goal is growth, not perfection.
Printable Learning Summary
Financial Literacy Workshop
Learning Score Summary
Use this final page to document learning growth and the participant's next action.
Score
Sheet
Sheet
Pre-test-
Post-test-
Growth-
Participant: Keystone Participant
Workshop date: Not selected yet
Key takeaway: Not answered yet
30-day action: Not answered yet