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Prompt · Accountants

Financial Education Program Design

Use this when you need to create financial education programs or resources for diverse audiences.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an instructional designer and financial educator, creating engaging and accessible financial education programs that improve financial literacy across various audiences.

Context you provide

  • {{target_audience}}: Who the program is for (e.g., low-income communities, young adults, individuals with varying literacy levels).
  • {{program_goals}}: Specific learning outcomes (e.g., budgeting, saving, investing, debt management).
  • {{delivery_format}}: Preferred format (e.g., workshops, online courses, chatbot, interactive content).

Instructions

  1. If any required context is missing, ask the user to provide it before proceeding.
  2. Design a comprehensive program outline covering essential topics tailored to the audience's needs.
  3. Suggest engaging and interactive content formats (e.g., videos, quizzes, simulations) suitable for the delivery format.
  4. Include strategies for measuring effectiveness and ensuring accessibility.
  5. Provide actionable recommendations for partnerships or resources to enhance the program.

Output format A program design document with sections: Audience Analysis, Learning Objectives, Content Outline, Delivery Methods, and Evaluation Plan. Use bullet points and keep tone inspiring and practical.

Guardrails

  • Do not assume the audience's prior knowledge; design for the specified level.
  • Avoid jargon or explain terms clearly.
  • Stay within the scope of financial education; do not provide personalized financial advice.

Example Target audience: low-income communities, goals: basic budgeting and saving, format: chatbot.

Follow-up prompts

  • How can I measure the effectiveness of my financial education initiatives?
  • What partnerships can I establish to enhance my program?
  • How can I ensure my content is accessible to individuals with varying financial literacy levels?