Global

Financial literacy quiz: Money basics

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 6 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
20 min
Lessons
4 lessons
Frequency
Live quiz round
Last reviewed
22 Oct 2026
Everyday money
What would you do?

You have a little spare each month and a high-interest debt

Try it: this is one of 11 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 4 lessons, about 20 minutes
  • Accordion, sorting activity, flashcards, scenario and quizzes
  • 7-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 13 slides
  • Quiz, poll, word cloud slides
  • A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

  • Feedback survey: 8 questions
  • Questions written for this session
  • Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
SO 442.1.1Define interest, APR, APY, principal and net pay in plain wordsBest practiceWhole course
SO 442.2.1Recognise the difference between saving and investing and between a debit and a credit cardBest practiceWhole course
SO 442.3.1Identify how deposits at a federally insured institution are protected + your infoBest practice; local guidanceWhole course
SO 442.4.1Spot the better choice in three everyday money scenariosBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

4 lessons, about 20 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Borrowing and saving words

3 pages

7 min
Before you beginNoteTextList
Principal, interest and APRTextAccordionImageButton
Earn or pay?TextSorting activityQuiz
2

Everyday money

2 pages

5 min
Net pay and debit cardsTextFlashcardsQuiz
Emergency fund or debt first?TextScenario
3

Staying safe

2 pages

4 min
Deposit insuranceTextNoteQuizYour info
Spotting a scamTextSorting activity
4

Check and next steps

2 pages

4 min
Final checkQuizMulti-select quiz
You have finishedKey factAccordionButtonYour info

Live deck and survey

13 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseMoney basics quiz round
PollHow would you rate your money knowledge?
QuizWhat is the principal on a loan?
QuizWhich is paid to you on money in a savings account?
QuizAPR describes...
QuizNet pay is...
QuizA debit card spends...
PollWhich goal should come first: a starter emergency fund or paying down high-interest debt?
Quiz · customiseDeposit insurance covers up to a set limit. Where do you check the current limit?
QuizWhich message is most likely a scam?
LeaderboardLeaderboard
Word cloudOne money habit I will start
Closing · customiseThanks for playing
Feedback survey: 8 questions
  1. Overall, how would you rate this session? 5 stars
  2. How useful was it for you? 1-5 scale
  3. How confident are you about understanding everyday borrowing and saving terms today? 1-5 scale
  4. Which questions were hardest? multiple choice
  5. How much did you learn that you can use? 1-5 scale
  6. Would you like another round on a different topic? multiple choice
  7. What is one thing we should change or add? open text
  8. How likely are you to recommend this session to a colleague or friend? NPS

Make it yours

6 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Organisation name{{ORGANISATION_NAME}}
  • Deposit insurance agency and current limit{{DEPOSIT_INSURANCE_AGENCY_AND_CURRENT_LIMIT}}
  • Learn more resource{{LEARN_MORE_RESOURCE}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Course URL{{COURSE_URL}}
  • Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run financial literacy quiz: Money basics training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Live quiz round (20 min).

Who needs this training?

Members, school and community groups, new hires; run by educators and branch teams.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck