Smart About Money (SAM) utilized 13 online self-directed courses, articles, calculators and tips to help adults seeking general financial education on common economic situations, including spending, saving and investing. SAM also utilized the Lifevalues Quiz and Financial Identity Quiz, which allowed users to learn more about their financial knowledge.
Smart About Money retired on July 31, 2021. Learn more about this decision.
The LifeValues Quiz was a free resource designed to reveal the underlying values that drive financial decisions. The tool made an impactful conversation starter and provided insight to help adults understand their money behaviors. It received the Practitioner Forum Award at the 2019 Association for Financial Counseling & Planning Education (AFCPE) Symposium.
The Financial Identity Quiz was designed to help young adults identify where they were on their financial well-being journey. The quiz was derived from the Arizona Pathways to Life Success for University Students study, which examined financial attitudes and behaviors—and the forces that drive them—in youth ages 18 to 25.