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Financial Footings - Step 1
Class Prep Materials
Learner Level:
Elementary School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Step 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Footings 1 Learner's Activity Book and Answer Key, Presenter's Guide, and a certificate of completion. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Footings - Step 1
Activity Book
Learner Level:
Elementary School
Resource type:
Workbooks
Role:
Student/Learner
The Step 1 Activity Book introduces your youngest learners to coins and dollar bills, the connection between working and earning money, discerning needs from wants, and the role of banks and credit unions.

Kindergarten through second grade is a great time to introduce children to the foundational concepts of personal finance. The Footings Step 1 Activity Book offers several fun and engaging activities for students to play while learning money basics. These activities are divided into two levels for different representative ages and learning styles. Both classroom and take-home activities are included.
(2023)
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Financial Footings - Step 1
Activity Book Answer Key
Learner Level:
Elementary School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Answer Key provides answers to activities found in the Footings 1 Activity Book.

Supplement your learning materials with the activity book answer key. Answers are included to ensure learners are provided accurate feedback on objective questions as well as sample answers for open-ended questions and discussions.
(2023)
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Financial Footings - Step 1
Presenter's Guide
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Step 1 Presenter's Guide provides detailed guidance on how to deliver Step 1 lessons and effectively introduce concepts covered in corresponding workbooks.

Use this guide to prepare your money lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively educate children on money basics.
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Financial Footings - Step 1
Certificate of Completion
Learner Level:
Elementary School
Resource type:
Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Award learners for completing the Footings 1 program with this certificate.

Download the certificate and print off copies for educators to provide their students. Certificates are also available via a link provided learners on the inside back cover of their workbooks.
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Financial Footings - Step 1
Online Interactive Activities
Learner Level:
Elementary School
Resource type:
Activities, Supplementals, Virtual Learning
Role:
Student/Learner
Step 1 Online Interactive Activities offer young learners the opportunity to complete self-guided money lessons that cover coin values, the connection between working and earning money, the differences between needs and wants, and more!

Engage your learners with our animated videos that explain various money and financial concepts paired with our age-appropriate interactive lessons. Fun and engaging activities are divided into two levels and include badges and certificates of completion.
Page: Visit
Financial Footings - Step 2
Class Prep Materials
Learner Level:
Elementary School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Step 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Footings 2 Learner's Activity Book and Answer Key, Presenter's Guides, Presentation Decks, a wrap-up activity, and a certificate of completion. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
(2023)
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Financial Footings - Step 2
Activity Book
Learner Level:
Elementary School
Resource type:
Workbooks
Role:
Student/Learner
The Step 2 Activity Book provides 3rd through 5th grade learners five lessons about money and finances - Earn It, Spend It, Plan It, Grow It, and Protect It.

Engage your elementary school learners with our activity book, divided into five lessons covering key financial topics that conceptually build upon each other. Both classroom and take-home activities are included to encourage group and individual learning.
(2023)
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Financial Footings - Step 2
Activity Book Answer Key
Learner Level:
Elementary School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Answer Key provides answers to activities found in the Footings 2 Activity Book

Supplement your learning materials with the activity book answer key. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback along with sample answers for open-ended questions and discussions.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 1: Earn It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Earn It Presenter's Guide provides detailed guidance on how to deliver Lesson 1 and effectively introduce concepts covered in the corresponding activity book.

Use this guide to prepare your personal finance lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively introduce foundational personal finance concepts to 3rd through 5th graders.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 1: Earn It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Earn It PowerPoint Presentation introduces learners to the topics of earning money, exploring careers, and being an entrepreneur.

Bring to life the personal finance concepts covered in the Footings Step 2 Activity Book with our PowerPoint presentation decks created with young learners in mind. Created to be used either for in-person instruction or for distance learning, decks include presenter notes, sample scripts, and activities to keep learners engaged.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 2: Spend It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spend It Presenter's Guide provides detailed guidance on how to deliver Lesson 2 and effectively introduce concepts covered in the corresponding activity book.

Use this guide to prepare your personal finance lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively introduce foundational personal finance concepts to 3rd through 5th graders.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 2: Spend It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Spend It PowerPoint Presentation introduces learners to the topics of ways to pay, spending decisions, and currency.

Bring to life the personal finance concepts covered in the Footings Step 2 Activity Book with our PowerPoint presentation decks created with young learners in mind. Created to be used either for in-person instruction or for distance learning, decks include presenter notes, sample scripts, and activities to keep learners engaged.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 3: Plan It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Plan It Presenter's Guide provides detailed guidance on how to deliver Lesson 3 and effectively introduce concepts covered in the corresponding activity book.

Use this guide to prepare your personal finance lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively introduce foundational personal finance concepts to 3rd through 5th graders.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 3: Plan It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Plan It PowerPoint Presentation introduces learners to the topics of money planning, borrowing money, and community investment.

Bring to life the personal finance concepts covered in the Footings Step 2 Activity Book with our PowerPoint presentation decks created with young learners in mind. Created to be used either for in-person instruction or for distance learning, decks include presenter notes, sample scripts, and activities to keep learners engaged.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 4: Grow It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Grow It Presenter's Guide provides detailed guidance on how to deliver Lesson 4 and effectively introduce concepts covered in the corresponding activity book.

Use this guide to prepare your personal finance lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively introduce foundational personal finance concepts to 3rd through 5th graders.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 4: Grow It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Grow It PowerPoint Presentation introduces learners to the topics of goal setting, earning interest, and investing.

Bring to life the personal finance concepts covered in the Footings Step 2 Activity Book with our PowerPoint presentation decks created with young learners in mind. Created to be used either for in-person instruction or for distance learning, decks include presenter notes, sample scripts, and activities to keep learners engaged.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 5: Protect It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Protect It Presenter's Guide provides detailed guidance on how to deliver Lesson 5 and effectively introduce concepts covered in the corresponding activity book.

Use this guide to prepare your personal finance lessons and support your program instruction. Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. Regardless of your teaching experience or personal finance background, our Presenter's Guide will provide the instructional support you need to effectively introduce foundational personal finance concepts to 3rd through 5th graders.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 5: Protect It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Protect It PowerPoint Presentation introduces learners to the topics of ways to protect yourself, planning for the unexpected, and avoiding online scams.

Bring to life the personal finance concepts covered in the Footings Step 2 Activity Book with our PowerPoint presentation decks created with young learners in mind. Created to be used either for in-person instruction or for distance learning, decks include presenter notes, sample scripts, and activities to keep learners engaged.
(2023)
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Financial Footings - Step 2
Wrap-Up Activity
Learner Level:
Elementary School
Resource type:
Activities, Handouts
Role:
Student/Learner
The Footings 2 Wrap-up Activity provides learners who complete all five lessons the opportunity to quiz themselves on covered content.

Use this final activity to reinforce key concepts covered in Footings 2 materials. Learners can see how well they remember lessons and reflect on what they learned throughout the program.
(2023)
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Financial Footings - Step 2
Certificate of Completion
Learner Level:
Elementary School
Resource type:
Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Certificate of Completion awards learners for completing the Footings 2 program.

Download the certificate and print off copies for educators to provide their students. Certificates are also available via a link provided learners on the inside back cover of their activity books.
(2023)
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Financial Framings
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Framings Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Framings Presenter's Guide (PG), Presentation Deck, Flow of Your Money Activity, and Economic Scenario Cards. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Framings
Presenter's Guide
Learner Level:
Middle School, High School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Framings Presenter's Guide provides detailed guidance on how to deliver the Financial Framings program. The Presenter's Guide, along with corresponding supplemental materials, provide finance lessons that frame personal financial decisions within the larger local and global economies.

Our presenter guides include learning objective overviews, activity breakdowns, and discussion ideas that help you anticipate learner questions. The Framings Presenter's Guide provides step-by-step instruction on how to deliver the program, divided into two parts: (1) an introductory lesson about the economy and the circular flow of money and (2) a fun, interactive game-like exercise that helps reinforce topics covered.
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Financial Framings
PowerPoint Presentation
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Powerpoint Presentation includes slides that cover the Framings introductory lesson about the economy and the circular flow of money.

Help learners better understand Framings concepts and definitions with our PowerPoint presentation deck created to support your instruction and illustrate key points. Slides directly reflect that covered in the Framings Presenter's Guide and include notes and clarifying information to help you prepare and deliver lessons with confidence.
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Financial Framings
Classroom Activity Materials - The Flow of Your Money Worksheet
Learner Level:
Middle School, High School
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
The Flow of Your Money Worksheet aids learners in working through scenarios presented in the Framings economic scenario game/exercise. Game instructions are located in the Framings Presenter's Guide.

Deepen engagement and reinforce lessons covered with our classroom exercises developed for group learning. Optimize learner experience by user this worksheet with the Economic Scenario Cards and the Factors of Influence Cards.
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Financial Framings
Classroom Activity Materials - Economic Scenario Cards
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Scenario Cards outline several economic scenarios and work in conjunction with the Factors of Influence Cards when conducting the Framings scenario game/exercise.

Use these cards in discussion, small group work, or as part of a game that sudents play to learn the subject matter. Game instructions are located in the Framings Presenter's Guide.
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Financial Framings
Classroom Activity Materials - Factors of Influence Cards
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Factors of Influence Cards outline various influences on the flow of money and work in conjunction with the Economic Scenario Cards when conducting the Framings scenario game/exercise.

Use these cards in discussion, small group work, or as part of a game that students play to learn the subject matter. Game instructions are located in the Framings Presenter's Guide.
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Financial Framings
Learner's Poster
Learner Level:
Middle School, High School
Resource type:
Handouts, Supplementals
Role:
Student/Learner
Learner's Poster displays the flow of money through the global economy and highlights concepts and lessons covered in the Framings program.

Engage your learners with this colorful poster that they can take home and share with their family members. One side of the poster features "The Flow of Your Money," displaying how consumers, financial institutions, government, businesses, and gloab partners monetarily interact. The other side includes key definitions learners can reference to understand these interactions more fully.
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Financial Foundations - Budgeting Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Budgeting Level 1
Course Outline - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Budgeting Level 1 Outline includes links to materials that cover: Wealth, Savings Plans, and Net Worth.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
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Financial Foundations - Budgeting Level 1
Presenter's Guide - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 33-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
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Financial Foundations - Budgeting Level 1
PowerPoint Presentation - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 1 PowerPoint Presentation directly reflects that covered in the Budgeting Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
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Financial Foundations - Budgeting Level 1
Webinar Presentation - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Budgeting Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
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Financial Foundations - Budgeting Level 1
Learner's Workbook - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 1 Workbook covers the concept of wealth and what it means to individuals. How to create SMART goals and spending and savings plans to attain wealth is also covered, and net worth and cash flow are explained.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Budgeting Level 1
Workbook Answer Key - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 1 Answer Key provides answers to workbook activities that cover: Wealth, Savings Plans, and Net Worth.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Budgeting Level 1
Wealth and Its Connection to Your Goals
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers what it means to be wealthy, and how your personal definition of wealth connects to your life goals.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 1
Savings Plans: Savings Overview
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to create goal-aligned savings and spending plans.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Budgeting Level 1
Savings Plans: Spending Overview
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to create a budget and keep track of different types of expenses.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 1
Net Worth
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to calculate net worth and differentiate it from cash flow.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 1
Setting SMART Goals for Personal Finance
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers covers what the SMART acronymn stands for, and how it can be applied to financial goals.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 1
Budgeting in 10 Minutes
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers how to create a budget for your own specific needs.

In 10 minutes, learn to understand: fixed vs. variable expenses, how to maintain a budget, and setting short-term and long-term financial budget goals.
Video: Watch
Financial Foundations - Budgeting Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Budgeting Level 2
Course Outline - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Budgeting Level 2 Outline includes links to materials that cover: Budget Tracking, Budget Optimizing, and Managing the Unexpected.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Presenter's Guide - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 35-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
PowerPoint Presentation - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 2 PowerPoint Presentation directly reflects that covered in the Budgeting Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Webinar Presentation - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Budgeting Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Learner's Workbook - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 2 Workbook covers 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 are also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Workbook Answer Key - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 2 Answer Key provides answers to workbook activities that cover: Budget Tracking, Budget Optimizing, and Managing the Unexpected.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Budget Tracking
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to develop a budget tracking system that's right for you.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 2
Budget Optimizing
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers different strategies for decreasing expenses and increasing income.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 2
Managing the Unexpected
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to manage unexpected windfalls and expenses.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Budgeting Level 2
Budgeting: Full-Length Virtual Lesson
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers how to create and maintain a budget .

This video will also help you understand the different types of income; how taxes apply; variable vs. fixed expenses; and using goals to shape your budget.
Video: Watch
Financial Foundations - Credit Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Credit Level 1
Course Outline - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Credit Level 1 Outline includes links to materials that cover: Debt, Borrowing, and Credit Reports.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Credit Level 1
Presenter's Guide - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 32-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Credit Level 1
PowerPoint Presentation - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Credit Level 1 PowerPoint Presentation directly reflects that covered in the Credit Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Credit Level 1
Webinar Presentation - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Credit Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Credit Level 1
Learner's Workbook - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Credit Level 1 Workbook covers how debt accumulation can be positively leveraged or become a crippling burden. How lenders use credit reports and scores to measure one's credit worthiness is also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key credit concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various credit strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Credit Level 1
Workbook Answer Key - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 1 Answer Key provides answers to workbook activities that cover: Debt, Borrowing, and Credit Reports.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Credit Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Credit Level 2
Course Outline - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Credit Level 2 Outline includes links to materials that cover: Loan Types, Debt Repayment, and Debt Management.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Credit Level 2
Presenter's Guide - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 32-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Credit Level 2
PowerPoint Presentation - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Credit Level 2 PowerPoint Presentation directly reflects that covered in the Credit Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Credit Level 2
Webinar Presentation - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Credit Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Credit Level 2
Learner's Workbook - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Credit Level 2 Workbook covers various loan types, how to calculate debt repayment totals, and the pitfalls of poor debt management.

Engage your middle and high school learners with our activity-based workbooks that each cover three key credit concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various credit strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Credit Level 2
Workbook Answer Key - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 2 Answer Key provides answers to workbook activities that cover: Loan Types, Debt Repayment, and Debt Management.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Credit Level 2
Loan Types
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It provides an overview and explanation of different types of loans and their terms.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Credit Level 2
Debt Repayment
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to calculate the total cost of debt repayment.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Credit Level 2
Debt Management
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the consequences of poor credit and debt management.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Credit Level 2
Credit: Full-length Virtual Lesson
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers what credit is, how it works, and why it's needed.

This video also includes: understanding the different ways of establishing credit, outlining the responsibilities of a borrower, monitoring your credit report & credit score, and understanding loans and credit cards and how to borrow responsibly.
(2019)
Video: Watch
Financial Foundations - Investing Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Investing Level 1
Course Outline - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Investing Level 1 Outline includes links to materials that cover: Time Value of Money, Compound Interest, and Risk and Return.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Investing Level 1
Presenter's Guide - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 37-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Investing Level 1
PowerPoint Presentation - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Investing Level 1 PowerPoint Presentation directly reflects that covered in the Investing Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Investing Level 1
Webinar Presentation - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Investing Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Investing Level 1
Learner's Workbook - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Investing Level 1 Workbook introduces the power of compound interest and the basics of investing, which can be used to maximize future returns.

Engage your middle and high school learners with our activity-based workbooks that each cover three key investing concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various investing strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Investing Level 1
Workbook Answer Key - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 1 Answer Key provides answers to workbook activities that cover: Time Value of Money, Compound Interest, and Risk and Return.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Investing Level 1
Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to identify personal readiness to achieve financial independence.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 1
Compound Interest: Overview
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how the power of compound interest and how it works.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 1
Compound Interest: Growing a Money Tree
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to grow a money tree--and how interest and time are prime factors in investing.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 1
Risk and Return
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the relationship between investment risks and returns on those investments.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 1
Investing 1 Wrap-Up
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers a host of tips to ensure success when investing.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 1
Investing in 10 Minutes
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers what investments are and how they can help you achieve your financial goals.

In 10 minutes, learn to understand: risk vs. return, diversification, types of investments, and your investor/saver type.
Video: Watch
Financial Foundations - Investing Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Investing Level 2
Course Outline - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Investing Level 2 Outline includes links to materials that cover: Optimized Investing, Retirement Vehicles, and Investor Types.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Investing Level 2
Presenter's Guide - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 38-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Investing Level 2
PowerPoint Presentation - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Investing Level 2 PowerPoint Presentation directly reflects that covered in the Investing Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Investing Level 2
Webinar Presentation - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Investing Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Investing Level 2
Learner's Workbook - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Investing Level 2 Workbook introduces various investing strategies and retirement vehicles, while helping learners better understand the type of investor they may be.

Engage your middle and high school learners with our activity-based workbooks that each cover three key investing concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various investing strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Investing Level 2
Workbook Answer Key - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 2 Answer Key provides answers to workbook activities that cover: Optimized Investing, Retirement Vehicles, and Investor Types.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Investing Level 2
Optimized Investing
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to maximize earnings and minimize taxes and fees.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 2
Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to maximize retirement vehicles through tax savings.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 2
Investor Types
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers an explanation of different investor types and how to work within your type.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 2
Investing 2: Wrap-Up
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers tips on getting started with investment options.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Investing Level 2
Investing: Full-Length Virtual Lesson
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It offers a basic understanding of the priciples of investing.

These principles include: how investments can help achieve your financial goals, common types of investments, common options for retirement savings, risk/return and diversification, and learning what type of investor/saver you are.
Video: Watch
Financial Foundations - Protection Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Protection Level 1
Course Outline - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Protection Level 1 Outline includes links to materials that cover: Managing Risk, Financial Protection, and Personal Insurance.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Protection Level 1
Presenter's Guide - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 44-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Protection Level 1
PowerPoint Presentation - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Protection Level 1 PowerPoint Presentation directly reflects that covered in the Protection Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Protection Level 1
Webinar Presentation - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Protection Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Protection Level 1
Learner's Workbook - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Protection Level 1 Workbook highlights approaches to managing risk and minimizing financial loss. Types of insurance that are necessary components of a strong financial plan are also explored.

Engage your middle and high school learners with our activity-based workbooks that each cover three key risk management topics. Two levels are available. Level 1 modules include foundational elements to establish learning of various insurance concepts. Level 2 modules build upon these elements to include various fraud protection strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Protection Level 1
Workbook Answer Key - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 1 Answer Key provides answers to workbook activities that cover: Managing Risk, Financial Protection, and Personal Insurance.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Protection Level 1
Managing Risk
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers strategies for managing financial risk.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Protection Level 1
Financial Protection: Auto Insurance
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the basics of auto insurance, including coverage types and premiums.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Protection Level 1
Financial Protection: Home Insurance
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the basics of home insurance, including coverage, cost, and optional add-ons.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Protection Level 1
Personal Insurance
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers an overview of health, life, and disability insurance.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Protection Level 1
Risk Managment in 10 Minutes
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers what insurance is, why it's needed, and how it works.

In 10 minutes, learn to understand: what insurance premiums are/how they're determined, what liability coverage is, and insurace contracts and policies.
Video: Watch
Financial Foundations - Protection Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Protection Level 2
Course Outline - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Protection Level 2 Outline includes links to materials that cover: Consumer Fraud, Fraud Protection, and Fraud Recovery.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
(2021)
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Financial Foundations - Protection Level 2
Presenter's Guide - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 34-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Protection Level 2
PowerPoint Presentation - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Protection Level 2 PowerPoint Presentation directly reflects that covered in the Protection Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Protection Level 2
Webinar Presentation - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Protection Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Protection Level 2
Learner's Workbook - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Potection Level 2 Workbook presents the various types of consumer fraud that exist and provides guidance on how to avoid becoming a victim. Steps one should take if they become an identity theft victim are also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key risk management topics. Two levels are available. Level 1 modules include foundational elements to establish learning of various insurance concepts. Level 2 modules build upon these elements to include various fraud protection strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Protection Level 2
Workbook Answer Key - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 2 Answer Key provides answers to workbook activities that cover: Consumer Fraud, Fraud Protection, and Fraud Recovery.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Protection Level 2
Consumer Fraud: Overview
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the different types of consumer fraud, such as identity theft and online scams.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Protection Level 2
Fraud Protection
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to avoid becoming a victim of consumer fraud, such as how to select good online passwords.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Protection Level 2
Fraud Recovery
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the steps to follow after becoming a financial fraud victim, such as working to have fradulent charges removed from your accounts.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Protection Level 2
Risk Management: Full-Length Virtual Lesson
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers what insurance is, why it's needed, and how it works..

This video will also help you learn what insurance premiums are, understand liability coverage in regards to renters/homeowners insurance policies, and understand insurance contracts and options for purchasing policies.
Video: Watch
Financial Foundations - Spending Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Spending Level 1
Course Outline - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Spending Level 1 Outline includes links to materials that cover: Financial Services, Financial Institutions, and Fee Reduction.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Spending Level 1
Presenter's Guide - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Spending Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 33-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Spending Level 1
PowerPoint Presentation - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Spending Level 1 PowerPoint Presentation directly reflects that covered in the Spending Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Spending Level 1
Webinar Presentation - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Spending Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Spending Level 1
Learner's Workbook - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Spending Level 1 Workbook covers available financial services and how to choose the right account and financial institution. The importance of minimizing cash management fees is highlighted.

Engage your middle and high school learners with our activity-based workbooks that each cover three key banking/spending concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various large purchase planning strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Spending Level 1
Workbook Answer Key - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Spending Level 1 Answer Key provides answers to workbook activities that cover: Financial Services, Financial Institutions, and Fee Reduction.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Spending Level 1
Financial Services
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers financial services available and their benefits, as well as the banking process.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Spending Level 1
Financial Institutions
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to identify and choose the right financial services provider.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Spending Level 1
Fee Reduction
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers how to minimize cash management fees.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Spending Level 1
Banking: Full-Length Virtual Lesson
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers banks, credit unions, and what both offer.

This video also includes: choosing the right bank or credit union for yourself; understanding the benefits and services that financial institutions provide; avoiding banking fees; and calculating interest.
Video: Watch
Financial Foundations - Spending Level 1
Banking in 10 Minutes
Learner Level:
Middle School, High School
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers the differences between banks and credit unions, how to choose the right financial institution, how to calculate interest, and more.

Learn in 10 minutes how banking can be used to build wealth. Banking can be viewed as an expensive service to use, with plenty of fees to pay if you are not careful. But if you become aware of ways to use it for free, you can use banking to get the financial leg up you need.
Video: Watch
Financial Foundations - Spending Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 2 Course Outline, Presentation Decks, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Spending Level 2
Course Outline - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Spending Level 2 Outline includes links to materials that cover: Smart Buying, Car Purchasing, and Home Purchasing.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Spending Level 2
Presenter's Guide - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Spending Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 43-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
Download: Direct | Box
Financial Foundations - Spending Level 2
PowerPoint Presentation - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Spending Level 2 PowerPoint Presentation directly reflects that covered in the Spending Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Spending Level 2
Webinar Presentation - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Spending Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Spending Level 2
Learner's Workbook - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Spending Level 2 Workbook introduces the steps to make smart buying decisions that align with one's financial goals. Purchasing of typical big-ticket items is covered to help illustrate this smart buying process.

Engage your middle and high school learners with our activity-based workbooks that each cover three key banking/spending concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various large purchase planning strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Spending Level 2
Smart Buying
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It covers the steps to becoming a money-savvy consumer.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Spending Level 2
Car Purchasing
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers an overview of how to apply the smart buying process to purchasing a vehicle.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
(2020)
Video: Watch
Financial Foundations - Spending Level 2
Home Purchasing
Learner Level:
Middle School, High School
Resource type:
Supplementals, Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one of a collection that explain key financial concepts included in the Financial Foundations program. It offers an overview of how to apply the smart buying process to purchasing a home.

Financial Foundations lessons videos are available to help you further understand concepts covered in Foundations learner's workbooks. Watch and learn about key personal finance concepts, or use the videos to prep for a class you're instructing. Slides featured in videos are color-coded to correspond with workbook sections.
Video: Watch
Financial Foundations - Spanish
PowerPoint Presentation - Banking (Spanish)
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Presentation Decks, Spanish, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spanish version Banking presentation introduces Spanish speaking learners to the basics of banking and financial institutions.
Download: Direct | Box
Financial Foundations - Spanish
PowerPoint Presentation - Budgeting (Spanish)
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Presentation Decks, Spanish, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spanish version Budgeting presentation introduces Spanish speaking learners to the basics of budget management.
Download: Direct | Box
Financial Foundations - Spanish
PowerPoint Presentation - Credit (Spanish)
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Presentation Decks, Spanish, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spanish version Credit presentation introduces Spanish speaking learners to the basics of responsible use of credit.
Download: Direct | Box
Financial Foundations - Spanish
PowerPoint Presentation - Investing (Spanish )
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Presentation Decks, Spanish, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spanish version Investing presentation introduces Spanish speaking learners to the basics of investing options.
Download: Direct | Box
Financial Foundations - Spanish
PowerPoint Presentation - Risk Management (Spanish Version)
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Presentation Decks, Spanish, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spanish version Risk Management presentation introduces Spanish speaking learners to the basics of insurance.
Download: Direct | Box
Financial Foundations - Spanish
Learner's Guide - Spanish
Learner Level:
Middle School, High School, Spanish Speakers
Resource type:
Spanish, Workbooks
Role:
Student/Learner
Spanish Learner's Guide introduces Spanish speaking learners to five key personal finance topics - Banking, Budgeting, Credit, Investing, and Risk Management.

Teach your middle and high school Spanish speaking learners about personal finance with our content-heavy resource guide. Detailed explanations of key concepts along with various exercises all communicated in Spanish provide learners a comprehensive overview of personal finance fundamentals.
Download: Direct | Box
Pathways
Class Prep Materials
Learner Level:
High School, Postsecondary
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Pathways Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Pathways Presenter's Guide, all five module Presentation Decks, Learner's Workbook, and several supplemental learning resources. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Pathways
Presenter's Guide
Learner Level:
High School, Postsecondary
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides direction for delivering all points within the lesson.

Use this guide for its detailed directions on how to deliver the lessons and utilize the accompanying Learner's Workbook, Poster, PowerPoint Slides and additional online resources. This covers icebreakers, setting the stage, and delivery of information to your high school and college-age learners.
Download: Direct | Box
Pathways
PowerPoint Presentation - Career & Education Path
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores how to identify skill sets and interests that further career objectives; explore the multiple positions available within a desired career; review salary ranges; determine education requirements necessary for desired position; research schools that specialize in programs that advance career objectives; understand the importance of extracurricular activities, volunteerism, etc.
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Pathways
PowerPoint Presentation - Comparing Schools & Costs
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores how to research average salaries based on education and specific career aspirations; learn the total cost of school and the difference between sticker price and net price; and compare total post-secondary expenses versus out-of-school annual salary, and calculate the return on investment.
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Pathways
PowerPoint Presentation - Financing School
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores the different options available to pay for college; reviews available college loans, various interest accumulation methods, and pay-back options; covers FAFSA basics and where to find additional support in completing the application; and covers how to compare financial aid packages.
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Pathways
PowerPoint Presentation - Managing Debt Accumulation
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores how student debt accumulation relates to post-college finances; how to budget to limit student debt accumulation; how to spend and save money more wisely; and strategies for managing education expenses while still in school.
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Pathways
PowerPoint Presentation - Managing Debt After School
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores post-college living expenses; creating a budget for post-college life; options for loan restructuring and consolidation; and setting long-term financial goals that incorporate saving and debt management.
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Pathways
Learner's Workbook
Learner Level:
High School, Postsecondary
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal goals as they relate to broader topics of college, career, and loan options.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: financing college, consolidating loans, financing comparison, post-graduation, and types of student aid.
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Pathways
Learner's Interactive Workbook
Learner Level:
High School
Resource type:
Virtual Learning, Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal goals and aspirations.

Deepen engagement and reinforce lessons covered with this interactive six-page workbook that begins with an opportunity for the learner to list goals in education, career, major purchases, having a family, travel, and retirement. Subsequent pages build on these personalized goals and how to achieve them through education and loans.
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Pathways
Learner's Poster
Learner Level:
High School, Postsecondary
Resource type:
Handouts, Supplementals
Role:
Student/Learner
This poster displays important markers along the post-high school path to success.

Engage your learners with this colorful poster. One side of the poster features "Pathways to Success," displaying in bullet points how career, education, and subsequent debt can shape your path. The other side is a larger visual of a five-step roadmap for plotting out decisions for career and college.
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Pathways
Financing School Handout - Do You Need Money for College or Career School?
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in understanding federal student aid options.

Deepen engagement and reinforce lessons with this eight-page handout covering the federal student aid application process, who gets federal student aid, types of aid, and more.
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Pathways
Financing School Handout - Aid At a Glance
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing all types of federal student aid, as well as further resources to explore.

Deepen engagement and reinforce lessons with this two-page handout outlining how to apply for aid, as well as the federal grants, loans, and work-study available.
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Pathways
Financing School Handout - Federal Grant Programs
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing grant terminology, as well as further resources to explore.

Deepen engagement and reinforce lessons with this handout outlining Pell Grants, TEACH grants, and service grants.
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Pathways
Financing School Handout - Federal Loan Programs
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing loan terminology, as well as further resources to explore.

Deepen engagement and reinforce lessons with this two-page handout covering direct subsidized and unsubsidized loans; direct plus loans; and federal student loans versus private student loans.
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Pathways
Managing Debt After School Handout - Repaying Your Loans
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing all types of federal student aid, as well as further resources to explore.

Deepen engagement and reinforce lessons with this nine-page handout outlining, with a checklist, how to repay federal student loans, and the different options for payment plans.
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Pathways
Career and Education Path: Full-Length Virtual Lesson
Learner Level:
High School, Postsecondary
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner, Volunteer/Presenter
This video is one part of a series created for self-guided learning. It covers how to identify skill sets to match with a career and how to determine the education necessary to pursue a certain career.

This video will also help you: map out future career objectives, explore multiple positions within a career, determine the educational requirements and salary range for a particular career, research schools with specialty programs, and becoming a well-rounded job candidate.
Video: Watch
Pathways
Comparing Schools and Costs: Full-Length Virtual Lesson
Learner Level:
High School, Postsecondary
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers how to navigate potential schools in relation to your career aspirations and budget.

This video will help you: research salary averages based on education/career aspirations, learn the total cost of schools, compare future expenses against salary, and determine the return on investment of postsecondary education.
Video: Watch
Pathways
Financing School: Full-Length Virtual Lesson
Learner Level:
High School, Postsecondary
Resource type:
Videos, Virtual Learning
Role:
Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It offers an exploration of the complex maze of financial decisions, from loan agreements to household budgeting to choosing a career.

This video will also help: explore the different options for paying for postsecondary education, review student loans along with their payback terms, and learn the basics of the FAFSA application form.
Video: Watch
SAFE - Goals and Tools
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Goals and Tools Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Goals and Tools Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Goals and Tools
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides direction for delivering all points within the lesson.

This 38-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
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SAFE - Goals and Tools
PowerPoint Presentation
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes are included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: short-term, intermediate, and long-term financial goals; budget basics; needs vs. wants; managing accounts; and debit vs. credit.
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SAFE - Goals and Tools
Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which includes: an inventory sheet for analyzing current financial standings; monthly payment and savings schedule; and financial goal-setting.
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SAFE - Goals and Tools
Goals and Tools: Full-Length Virtual Lesson
Learner Level:
Postsecondary, Adult Learning
Resource type:
Videos, Virtual Learning
Role:
Educator/Host, Parent/Guardian, Student/Learner
This video is one part of a series created for self-guided learning. It covers the importance of developing short, intermediate, and long-term goals and related strategies .

This video will also help you learn budgeting basics for managing income and expenses; and how to utilize resources and tools to attain the goals you establish.
Video: Watch
SAFE - Income and Taxes
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Income and Taxes Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Income and Taxes Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Income and Taxes
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 39-page guide offers suggested transition statements between activities, and an overview of content, including: taxpayer rights & responsibilities; how taxes are paid; matching career aspirations to goals; and available tax credits.
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SAFE - Income and Taxes
PowerPoint Presentation
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: career paths, researching salaries, types of taxes, and paying taxes.
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SAFE - Income and Taxes
Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to income and taxes.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which covers: career planning, filing taxes, and taking inventory of types of taxes.
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SAFE - Credit and Debt
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit and Debt Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit and Debt Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Credit and Debt
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides you with detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience.

This 32-page guide contains an overview of content, including: working toward a high credit score, responsibilities as a borrower, how loans work, financing college, and the "Five Cs" of credit approval.
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SAFE - Credit and Debt
PowerPoint Presentation
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes are included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: lending terms, types of loans, credit scores, borrowers' responsibilities, and large purchase planning.
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SAFE - Credit and Debt
Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to taking on debt and establishing credit.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which covers: financing college; comparing credit cards; creating a debt payoff plan; and improving credit scores.
(2018)
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SAFE - Protecting Yourself
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protecting Yourself Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protecting Yourself Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Protecting Yourself
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 32-page guide offers suggested transition statements between activities, and an overview of content, including: auto insurance basics, health insurance comparison, life insurance basics; and protection from identity theft.
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SAFE - Protecting Yourself
PowerPoint Presentation
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores identity theft, and common types of insurance, including: auto, life, health, homeowners, renters and disability.
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SAFE - Protecting Yourself
Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to securing protection in different facets of their lives.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: protection from identity theft; obtaining insurance; types of insurance; and tracking and monitoring coverage.
(2018)
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SAFE - Savings and Retirement
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Savings and Retirement Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Savings and Retirement Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Savings and Retirement
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides direction for delivering all points within the lesson.

This 16-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
Download: Direct | Box
SAFE - Savings and Retirement
PowerPoint Presentation
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores savings scenarios, inflation, compound interest, and investment decisions.
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SAFE - Savings and Retirement
Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to saving for retirement.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: types of investments, mutual funds, employee retirement plans, medicare, and interactive action plans for meeting goals.
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Forward
Forward - Class Prep Materials
Learner Level:
Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Forward Class Prep Materials include the essential documents needed to present the program to learners.

This package includes materials for all four Forward modules, Presenter's/Facilitator's Guides (FG), Presentation Decks (PPT), Learner's Workbook (WB), and all supplemental class activities and materials. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Forward
Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
The Forward Learner's Workbook includes all four Forward modules in a single source covering all content and including all lessons and activities learners need to establish the financial life they want

Engage your adult learners with our comprehensive workbook that guides individuals through various personal finance concepts including SMART financial goal setting, creating a savings plan, income and spending tracking and analysis, and much more!
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Forward
Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 41-page guide offers suggested transition statements between activities, and an overview of content, including: making a SMART Goal action plan, strategies to overcome barriers to goals, and moving from dream to done.
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Forward
PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores establishing SMART Goals, determining financial targets, overcoming barriers and more.
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Forward
Envisioning Activity Poster
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This poster has an image of elementary school children with the headline: What are the 2 most important things children should know about money? The answers below that read: Don't spend more than you make, and Save a little bit of any money you get.
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Forward
Envisioning Activity Materials - SMART Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios, with each of the 10 cards containing a word or question intended to spark thought.

These include: When will I reach this goal? and How will I know when it is done?
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Forward
Learner Evaluation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Envisioning the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Envisioning module.
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Forward
Presenter's Guide - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

This 39-page guide offers suggested transition statements between activities, and an overview of content, including: reviewing options for a savings account, how to open an account, creating a savings plan, and ideas for saving even more.
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Forward
PowerPoint Presentation - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: deciding where to put savings, how to automate savings, reducing expenses, creating a personal savings plan, and more.
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Forward
Funding Activity - Question Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common questions with these 8 cards.

Questions on the cards include: What is a savings plan? and What dollar amount is a good starting goal for an emergency fund?
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Forward
Funding Activity - 4Corner Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 4 cards, each offering an option for where to save your money.

Scenarios on the cards include saving money: in a secret spot at home; with a family member or friend; on a prepaid card; or in a savings/checking account.
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Forward
Learner Evaluation - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Funding the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Funding module.
Download: Direct | Box
Forward
Presenter's Guide - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 43-page guide offers suggested transition statements between activities, and an overview of content, including: determining wants vs. needs vs. obligations; income scenarios; interpreting a pay stub; wage garnishment; and tracking income vs. expenses.
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Forward
PowerPoint Presentation - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: needs vs. wants; tracking and managing income; interpreting a pay stub; garnishment of wages, and more.
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Forward
Managing Activity - NOW Category Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these three simple category signs: need, want, or obligation.
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Forward
Managing Activity - Tabletop Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This is a simple 2-sided sign that reads "We're ready to share!" on one side, and "We're still working!" on the other side.
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Forward
Managing Activity - Potential Purchase Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 23 cards, each containing a word or phrase intended to spark thought about purchasing.

Phrases on the cards include: a reliable car; organic produce; health insurance; and a cell phone.
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Forward
Managing Activity - Income Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners create a personalized two-page worksheet.

Participants are able to fill out this Monthly Income and Resource Tracker to better understand the frequency and amount of payments and expenses.
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Forward
Managing Activity - Spending Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners work through common scenarios with this two-page worksheet.

Participants are able to fill out a Spending Tracker and a Spending Analysis to better understand payments and expenses.
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Forward
Learner Evaluation - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Managing the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Managing module.
Download: Direct | Box
Forward
Presenter's Guide - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 46-page guide offers suggested transition statements between activities, and an overview of content, including: tracking bills, prioritizing bills, responding to debt collectors, and creating a budget to fit cash flow.
Download: Direct | Box
Forward
PowerPoint Presentation - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation includes a 'Can it Happen to Me?' Activity; 'Getting a Handle on Bills' Activity; how to manage unexpected expenses; prioritizing when cash is short; creating a cash flow budget; and more.
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Forward
Living Activity - Debt Scenario Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 8 cards, each containing a a scenario intended to spark thought about debt.

Scenarios on the cards include: what to do if a debt collector is suing you; ideas for assessing credit assistance organizations; ideas for keeping records of debt.
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Forward
Living Activity - Cash Flow Budget Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through specific questions with these 4 follow-up cards.

Scenarios on the cards include: Why did the transportation amount in the budget exercise increase? and What is the beginning balance for week two?
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Forward
Learner Evaluation - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Living the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Living module.
Download: Direct | Box
Volunteer Resources
Inclusive Language Guide
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The purpose of our Inclusive Language Guide is to encourage the use of language that welcomes all people, acknowledges, accepts, and celebrates differences, and includes rather than excludes.

Use this guide to become better informed on how to address diverse audiences when delivering programming. The guide includes important definitions, guiding principles, terms and phrases to avoid, and more.
(2022)
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Volunteer Resources
Supplemental Activity - Financial Foundations SMART Goals
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals, Volunteer Resources, Worksheets
Role:
Student/Learner, Volunteer/Presenter
Applying the SMART Goals process and the key concepts covered in the Foundations program, learners can use this fillable form to list out financial goals they believe have the most impact on their lives. The SMART Goals worksheet allows learners to enter short, intermediate, and long-term goals and save for reference later.

Extend learning byond the classroom with our supplemental activities that reinforce lessons covered in class.
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Volunteer Resources
Website Tutorial - Accessing and Downloading Materials
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Logging In
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Site Layout and Navigation
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Volunteer Handbook
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
Download: Direct | Box
Volunteer Resources
Foundations Redesign Overview Video
Learner Level:
Middle School, High School
Resource type:
Videos, Volunteer Resources
Role:
Volunteer/Presenter
Video: Watch
Volunteer Resources
Foundations Video Lessons
Learner Level:
Middle School, High School
Resource type:
Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Video: Watch
Volunteer Resources
Instructions for Customizing Pathways Presentations
Learner Level:
High School, Postsecondary
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
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