Learning by playing: Experimental Evidence on Financial Education

Last registered on July 18, 2025

Pre-Trial

Trial Information

General Information

Title
Learning by playing: Experimental Evidence on Financial Education
RCT ID
AEARCTR-0015717
Initial registration date
May 08, 2025

Initial registration date is when the trial was registered.

It corresponds to when the registration was submitted to the Registry to be reviewed for publication.

First published
May 14, 2025, 10:43 AM EDT

First published corresponds to when the trial was first made public on the Registry after being reviewed.

Last updated
July 18, 2025, 8:32 AM EDT

Last updated is the most recent time when changes to the trial's registration were published.

Locations

Primary Investigator

Affiliation
Stockholm University (SOFI)

Other Primary Investigator(s)

Additional Trial Information

Status
In development
Start date
2025-07-20
End date
2026-04-30
Secondary IDs
Prior work
This trial does not extend or rely on any prior RCTs.
Abstract
This study aims to evaluate the effectiveness of learning through games as a tool for financial education in schools. In collaboration with the Foundation Entrepreneur, teachers are trained to use a board game called Financity to introduce personal finance concepts to their students. Each participating teacher is randomly assigned to play the game with one of their classes, while another class taught by the same teacher serves as a control group. Students' financial knowledge and behaviors are measured through surveys conducted before and after the intervention. This design allows me to estimate the causal effect of playing the board game on financial literacy.
External Link(s)

Registration Citation

Citation
Lazcano, Leopoldo. 2025. "Learning by playing: Experimental Evidence on Financial Education." AEA RCT Registry. July 18. https://doi.org/10.1257/rct.15717-2.0
Experimental Details

Interventions

Intervention(s)
I study the effect of a board game called Financity as an instrument to increase financial education in schools. The game provides knowledge on: Balancing money with well-being, responsible use of money, preparation of budget, risks of over-indebtedness, responsible purchase, relationship with financial entities, importance of saving. It can be played by 3 to 6 players, from 10 years old, with a duration of approximately 60 minutes.

The Foundation trains teachers in-person how to play the game and teach it to their students. Also, continuous support is provided during the intervention. I randomly assign one treated class (to play) and one control class (not to play) to each teacher. The teachers will then play with their assigned class for approximately 4 months. The other classes do not get to play and keep having the normal curriculum, which includes financial education in theory within certain subjects, but not in practice.
Intervention Start Date
2025-07-20
Intervention End Date
2025-10-31

Primary Outcomes

Primary Outcomes (end points)
Money for happiness
Money vs. well-being
Willingness to pay for well-being
Saving index
Financial Behavior index
Financial Knowledge index
Financial Attitude index
Primary Outcomes (explanation)
All the main outcomes come from the survey that I developed with respect to the main goals of the game.

Money matters for happiness: This variable is constructed from the question “Think of someone close to you who is very happy. How much do you think money matters in their happiness?". Subjects are offered five response categories (A lot; Quite a bit; Some; A little; Not at all). Responses are recoded on a 0–4 scale, where 0 corresponds to Not at all and 4 to A lot and then standardized as mentioned above. An interesting measure that might be studied later is the binary outcome, as a robustness check.

Money vs. well-being: This variable builds from the question “Imagine you had to pick just one of these. Which one would you choose?". The question has five possible answers (Having a ton of money, but feeling not happy at all; Having a lot of money, but feeling only a little happy; Having some money, and feeling somewhat happy; Having a little money, but feeling very happy; Having no money, but feeling super happy). Given there is an unclear a priori variation, I choose to give a numerical value to each answer: 1 being money over happiness and 5 being happiness over money. Thus, I will be able to measure variation from different initial scenarios. Still, it remains interesting to create a dummy variable for each preference (money for 1 and 2, balance for 3 and happiness for 4 and 5), which might be done as a robustness check post hoc. Also, the variance (or distance to the balanced answer (3)) of the variable might be studied to observe if students tend to approach to balance between money and well-being.

Willingness to pay for well-being: This variable comes from the question “Imagine you are having fun doing your favorite thing. If someone asked you to stop doing that activity to do something else you don’t like, how much money would they have to give you?". The possible answers are (in parentheses how I code them): I would stop for any amount of money; I would stop for \$10,000; I would stop for \$50,000; I would stop for \$100,000; I wouldn’t stop my favorite activity, even for a lot of money. This variable will be coded to use a logarithmic scale. Therefore, respectively the values are: 2,000; 10,000; 50,000; 100,000; 500,000. This way, each step of answer represent a 5-time increase. Again, I standardize with respect to the control group.

Saving index: This variable is composed by 6 questions from the survey that will be added to build this index. First, if their main use of their work money is “save it", the variable takes the value 1, otherwise 0. Second, similarly, if their main use of money from their parents is “save it", the variable takes the value 1, otherwise 0. Third, if they answer “yes" to “Do you set saving goals to buy something in the future?" the variable is equal to one, otherwise 0. Fourth, if they answer “yes" to “Do you currently have any savings?" the variable is equal to one, otherwise 0. Fifth, if they answer “Very safe" or “Safe" to “How do you feel when you get to save some money?" the variable takes the value 1, otherwise 0. Last, if they answer “Somewhat easy" or “Easy" to the question “How difficult is it for you to save money regularly?" the variable is equal to 1, and 0 otherwise. Thus, the saving index takes values from 0 to 6.

Financial Behavior index: This variable is composed by 6 questions from the survey, and will be added to build the index. The first variable takes the value 1 if the student answers “yes" to the question “Do you plan your spending before using your money?". The second is equal to 1 if the subject answers “yes" to the question\lq \lq Do you keep track (on paper, app, memory) of your income and expenses?". The third is equal to one when replying “yes" to \lq \lq Do you feel prepared to face an unforeseen event?". The fourth correspond to the value 1 when answering “yes" to “Do you compare prices (or look at different brands/models) before buying something?". The fifth takes the value 1 for students replying “yes" to \lq \lq Do you negotiate the price?". Finally, those repaying on time what they borrowed take the value 1, and 0 otherwise. Then, the behavior index takes values from 0 to 6.

Financial Knowledge index: This is constructed by 3 questions from the survey, added to build the index. First, a variable that takes the value 1 for those answering “yes" to the question “Do you know what “debt” or “loan” means?". Second, using the question \lq \lq Which of the following statements best describes what insurance does?" the variable takes the value 1 for those students answering correctly. Finally, an indicator equal to 1 for students replying correctly to “Which of the following statements best describes what an investment does?", and 0 otherwise.

Financial Attitude index: This index builds on 3 questions from the survey. All of them will take the value 1 for those students replying “agree" or “strongly agree" to the following statements: "Planning my budget helps me make better decisions", "It is important to pay debts on time" and "It is important to learn about finances from a young age". This index takes values from 0 to 3.

Secondary Outcomes

Secondary Outcomes (end points)
Money for happiness alternative
Money vs. well-being alternatives
Saving amounts
Borrowing money
Purchasing behavior
Impatience
Aspirations and expectations of going to university
School performance
School attendance
Gender and age heterogeneity
Secondary Outcomes (explanation)
Money for happiness alternative: The binary outcome related the question on how much money matters for happiness, providing a extensive margin to whether money matters or not for happiness.

Money vs. well-being alternatives: indicator variables that were previously mentioned from question regarding money vs well-being. These will be 3 indicator variables, one for those choosing money, one for choosing balance and other for choosing well-being.

Saving amounts: there is a question about the amount of savings for those students that answer “Yes" to having savings. This intensity factor might be interesting to observe.

Borrowing money: question about having borrowed money in the last 3 months (yes or no).

Purchasing behavior: there is a question regarding the main use of money, giving different options such as clothes/shoes, food/drinks, video games/entertainment (movies, concerts), transportation, gifts or others. In that same line, a following question asks about the main motivation when deciding to spend money and about having regretted a purchase.

Impatience: “I prefer to spend now rather than think about the future" (agree or disagree) is not the main interest of the study, but could also be included.

Aspirations and expectations of going to university (only for 9th-12th grade): "How much do you want to continue your studies in higher education (technical/professional institute or university) after finishing school?" and "How likely is it that you will continue your studies in higher education (technical/professional institute or university) after finishing school?"

School performance: I will be able to see school grades from the participating classes and observe changes.

School attendance: I will be able to see school attendance from the participating classes and observe changes.

Gender and age heterogeneity: I will know age, cohort and gender of the students to observe whether there exist some differences of the main outcomes with respect to this variables.

Experimental Design

Experimental Design
The universe of interest is restricted to students of signed-up teachers from three regions: Maule, Biobío and Ñuble. They will be approximately 60 teachers coming from approximately 20-30 schools. In average, each class has 25 students, therefore there will be approximately 3.000 students (1,500 students in the control group and 1,500 in the treated group).
Experimental Design Details
Not available
Randomization Method
Randomization done in office by computer.
Randomization Unit
Classroom level
Was the treatment clustered?
No

Experiment Characteristics

Sample size: planned number of clusters
60 teachers
Sample size: planned number of observations
Each class has an average of 25 students. Each teacher will have two classes (one treated and one control), the total sample could reach 3,000 students (60 teachers × 25 students × 2 classes), with 1,500 in the treatment group and 1,500 in the control group.
Sample size (or number of clusters) by treatment arms
60 treatment classes (1,500 students) and 60 control classes (1,500 students)
Minimum detectable effect size for main outcomes (accounting for sample design and clustering)
Power calculations were performed with the following parameters: significance level of 0.05, statistical power of 0.8, minimum detectable effect of 0.1 SDs, R2 of the outcome equation of 0.1, intra-cluster correlation of 0.05 and a sample size of 25 students per class. Under these assumptions, 52 classes were required, 26 in each treatment arm.
Supporting Documents and Materials

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IRB

Institutional Review Boards (IRBs)

IRB Name
Comité Ético Científico de Ciencias Sociales, Artes y Humanidades, Pontificia Universidad Católica de Chile
IRB Approval Date
2025-06-11
IRB Approval Number
250510005
Analysis Plan

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