FINANCIAL FOOTINGS - STEP 1 is designed to guide 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 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, students gain an understanding of inflation, goal setting, bank transactions, etc.
FINANCIAL FOUNDATIONS BUDGETING 1 is a module designed to help participants understand the primary concepts of a budget, and how it's more than tracking income and expenses; it's the key to setting financial goals. This module covers: how to create SMART Goals, spending/savings plans, net worth, and cash flow.
Budgeting Level 1 Outline includes links to materials that cover: Wealth, Savings Plans, and Net Worth.
Slot ready-made personal finance materials into lesson plans using our this course outline that includes links to presentation decks, workbooks, and answer keys, as well as available supplemental videos.
FINANCIAL FOUNDATIONS BUDGETING, Level 2 is entitled “Track & Adjust Your Budget.” This module teaches how to develop a budget tracking system that is right for individuals and their financial situations; strategies to help learners maximize savings and plan for the unexpected; and budget optimization.
Budgeting Level 2 Outline includes links to materials that cover: Budget Tracking, Budget Optimizing, and Managing the Unexpected.
Slot ready-made materials into your existing lesson plans using our course outlines, which include links to presentation decks, workbooks, and answer keys, as well as supplemental videos.
FINANCIAL FOUNDATIONS CREDIT, Level 1 is entitled "Create Your Credit Persona." This module teaches how debt accumulation can be used as a positive leveraging tool to meet life goals, or a hindrance that can hold you back. This covers debt, borrowing, and credit reports.
Credit Level 1 Outline includes links to materials that cover Debt, Borrowing, and Credit Reports. Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS CREDIT, Level 2 is entitled “Leverage Loans to Finance Goals.” This module covers various types of loans; how to calculate debt repayment totals, and the pitfalls of poor debt management.
Credit Level 2 Outline includes links to materials that cover: Loan Types, Debt Management, and Debt Repayment.
Slot ready-made materials into your existing lesson plans using our course outlines, which include links to presentation decks, workbooks, and answer keys, as well as supplemental videos.
FINANCIAL FOUNDATIONS INVESTING, Level 1 is entitled “Get Inspired by the Time Value of Money.” This module teaches building wealth over time, financial independence, and maximizing future returns. This covers the time value money has, compound interest, and risk vs. return.
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Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS INVESTING, Level 2 is entitled “Understand Retirement Vehicles.” This module explores investment options, retirement vehicles and contributions over time, and how to learn your own investor type and related investing strategies.
This includes links to materials that cover Fund Analysis, Investment Vehicles, and Investor Types.
Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS PROTECTION, Level 1 is entitled “Manage Risk with Insurance.” This module highlights approaches to managing risk and minimizing financial loss. Types of insurance that are necessary components of a strong financial plan are also explored. This covers managing risk, financial protection, and personal insurance.
This includes links to materials that cover Insurance Concepts and Managing Risk.
Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS PROTECTION, Level 2 is entitled “Prevent or Recover from Fraud.” This module highlights the changing types of consumer fraud; steps to take to avoid becoming a fraud victim; and what to do if you experience fraud.
This includes links to materials that cover Consumer Fraud, Fraud Protection, and Fraud Recovery.
Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS SPENDING, Level 1 is entitled “Tools & Services to Manage & Build Wealth.” This module outlines available financial services and how to choose the right account and financial institution. The importance of minimizing cash management fees is also highlighted.
This includes links to materials that cover Financial Services, Financial Institutions, and Fee Reduction.
Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FOUNDATIONS SPENDING, Level 2 is entitled “Take Control of Large Purchase Planning.” This module helps determine the total cost of a purchase; needs vs. wants when purchasing a car; and financing options to consider when buying a home or other high-ticket item.
This includes links to materials that cover SMART Buying, Car Purchasing, and Home Purchasing.
Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
FINANCIAL FRAMINGS 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 students frame their personal financial decisions within the broader economy.
PATHWAYS is a program designed to 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. It includes five modules of 60-90 minutes each.
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 90-120 minutes each. Students learn about credit and how to responsibly leverage it, while also learning about debt.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) GOALS & TOOLS is designed to empower students with habits, mindset, skills, and information to enhance their financial well-being. This 90-120 minute module includes how to develop short, intermediate, and long-term goals, and utilize the tools needed to attain them.
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) - INCOME & TAXES is a program designed to empower students with the habits, mindset, skills, and information to enhance their financial well-being. This module is 90-120 minutes and covers career considerations, current and future income potential, and an overview of the tax system and taxpayer r...
STUDENT ACADEMY FOR FINANCIAL EMPOWERMENT (SAFE) PROTECTING YOURSELF is designed to empower students with habits, mindset, skills & information to enhance financial well-being. This module is 90-120 minutes and 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 is designed to empower students with the habits, mindset, skills, and information to enhance financial well-being. This module is 90 - 120 minutes and covers compound interest, its effect on savings and retirement planning, and retirement planning resources.
