FINANCIAL FOOTINGS - STEP 1 PROGRAM MATERIALS guides students through basic personal finance concepts, from how to identify coins and bills to more complex topics such as budgeting and the role of banks. The curriculum includes 4 modules, each with 2 sessions of 20 minutes each.
FINANCIAL FOOTINGS – STEP 2 PROGRAM MATERIALS continues the Financial Footings - Step 1 curriculum covering basic financial concepts surrounding money, budgeting, banking, credit, and investing. Through relatable in-class and take-home activities, 3rd through 6th graders gain an understanding of inflation, goal setting, bank transactions, etc.
FINANCIAL FOUNDATIONS – BANKING PROGRAM MATERIALS provides detailed introductions to key financial concepts such as banking. The Banking module helps participants understand the ins and outs of financial institutions. Lessons cover banking fees, interest calculation, ID theft, and more! The module is in two 1-hour classes or one 1.5-hour blocks.
FINANCIAL FOUNDATIONS – BUDGETING PROGRAM MATERIALS module helps participants understand the primary components of a budget, budgeting concepts, short- and long-term goals, and how to manage a budget. The module is taught in two 1-hour classes or one 1.5-hour block period.
FINANCIAL FOUNDATIONS – CREDIT PROGRAM MATERIALS module helps participants understand credit and why it is needed. Lessons cover ways of establishing credit, credit reports, loans, and more! The module is taught in two 1-hour classes or one 1.5-hour block period.
FINANCIAL FOUNDATIONS – INVESTING PROGRAM MATERIALS module helps participants understand investment options and their potential benefits. Lessons cover risk vs. return, retirement savings, and more! The module is taught in two 1-hour classes or one 1.5-hour block period.
FINANCIAL FOUNDATIONS – RISK MANAGEMENT PROGRAM MATERIALS module helps participants understand insurance, why it is needed, and how it works. Lessons cover premiums, coverage, and much more! The module is taught in two 1-hour classes or one 1.5 hour block period.
FINANCIAL FRAMINGS – PROGRAM MATERIALS covers the evolution of currency and the economy, the circular flow of money, and how personal and economic factors can influence this cycle. A 60-90 minute introductory lesson is supplemented with a game-like activity that helps participants frame their personal financial decisions within the broader economy.
PATHWAYS PROGRAM MATERIALS help students successfully transition from high school to postsecondary education and into adulthood through informed and proactive financial decisions, from loan agreements to household budgets to career choices. The program includes five modules, each 60-90 minutes, for high school and college students.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) – CREDIT & DEBIT is a program that empowers post-secondary students with the habits, mindset, skills, and information to enhance their financial well-being. Modules are each 90-120 minutes. Participants learn about credit and how to responsibly leverage it while also learning about debt.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) – GOALS & TOOLS empowers post-secondary students with habits, mindset, skills, and information to enhance their financial well-being. Modules are each 90-120 minutes. This module helps participants develop short, intermediate, and long-term goals, while utilizing tools needed to attain them.
The SAFE program empowers postsecondary students with the habits, mindset, skills, and information to enhance their financial well-being. Modules are each 90-120 minutes.
The Income & Taxes module covers career considerations, current and possible future income potential, and an overview of the tax system and tax payer responsibilities.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) – PROTECTING YOURSELF empowers post-secondary students with habits, mindset, skills & information to enhance financial well-being. Modules are each 90-120 minutes. The module covers identity theft & how to recover from it, major insurance types and how insurance helps manage day-to-day risks.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) – SAVINGS & RETIREMENT empowers post-secondary students with habits, mindset, skills, and information to enhance financial well-being. Modules are each 90-120 minutes. The module teaches compound interest and its effect on savings and retirement planning, provides retirement plan resources.
