Title:

Guide to Securing Your Financial Future
"The First Step Toward Solving Your Financial Puzzle"

Descriptors:

Banking, budgeting, credit management, estate planning, homeownership, insurance, investing, record keeping, retirement planning, risk management, saving, taxes, working with financial institutions and professionals

Language(s):

English

Abstract:

This educational book helps to learn the basics of personal financial investing and helps to develop an action plan that incorporates savings goals. The guide is divided into several 'Stops' which the reader works through to develop a good working knowledge of finance which will empower him/her to make better financial choices.

Title:

Guide to Money Management Skills For The Unemployed

Descriptors:

Automobile, banking, budgeting, consumer issues, credit management, homeownership, insurance, investing, retirement planning, risk management, saving, taxes, working with financial institutions and professionals

Language(s):

English

Abstract:

This guide book teaches individuals how to cope with living on a reduced income. The reader is encouraged to track expenses to develop a realistic spending plan and savings goal, how to talk with creditors, how to handle unemployment benefits, and 401(k) monies, and other issues.

Title:

Financial Mentoring Program Guide

Descriptors:

Budgeting, credit management, insurance, investing, personal finance basics, saving, financial mentoring

Language(s):

English

Abstract:

The "Financial Mentoring Program (FMP)" helps case managers assess where clients are financially, identify their personal/financial goals, and design action plans to get there. This guide is designed for case managers and others who want to provide financial mentoring services. It includes an overview of the FMP, lessons learned, and a set of tools/instructions for use with clients (e.g. intake interview, financial quiz, etc).

Title:

Targeting Success
Making your career and financial dream come true - Student Portfolio

Descriptors:

Banking, budgeting, credit management, homeownership, insurance, investing, personal finance basics, record keeping, retirement planning, saving, taxes, working with financial institutions and professionals, other: job search

Language(s):

English

Abstract:

This is the 65-page student portfolio/workbook, which accompanies the "Targeting Success" CD-ROM training program. It provides worksheets and an organized place to store the printed documents from the program in a neat, orderly fashion with four pockets and divided according to lessons.

Title:

Targeting Success
Making your career and financial dream come true

Descriptors:

Banking, budgeting, credit management, homeownership, insurance, investing, personal finance basics, retirement planning, saving, taxes, working with financial institutions and professionals, other: job search

Language(s):

English

Abstract:

"Targeting Success" is a multi-media program with fully narrated lessons allowing individuals of all educational backgrounds the ability to create a personal portfolio that includes career and financial goals, a professional resume, a strategy for attacking the job search process, a personal budget, and a savings and investment plan. A student portfolio is available separately. 

Title:

A Prescription for Financial Wellne$$

Descriptors:

Banking, budgeting, consumer issues, credit management, estate planning, insurance, investing, personal finance basics, record keeping, retirement planning, risk management, saving, working with financial institutions and professionals

Language(s):

English

Abstract:

This financial education program helps clients assess their "fiscal" health. Through interactive classes and homework assignments in record organization, saving, investing, credit, insurance, budgeting and cash management, retirement and estate planning, participants will learn to plan, save, and make other prudent financial decisions. The entire program is designed to be a four-week, in-depth series (2-3 hours each) with fact sheets, worksheets, exercises and activities available for use. Each module can stand alone as a 1 to 1 1/2 hour program. A post-test to compare to the pre-test will help participants determine what they have learned.

Title:

Money Talk: A Financial Guide for Women

Descriptors:

Budgeting, credit management, estate planning, insurance, investing, record keeping, retirement planning, risk management, saving, taxes, working with financial institutions and professionals, other: relationship to money, money values and goals

Language(s):

English

Abstract:

Money Talk: A Financial Guide for Women is a five-part Cooperative Extension System home study course (192 pages) that includes dozens of worksheets for personal financial analyses. Topics covered include 'Financial Planning Basics', 'Insurance Basics', 'Investing Basics', ‘Investing for Retirement', and 'Planning for Future Life Events'.

Title:

Better Money Management - An Individual Development Account Economic Literacy Curriculum for Hmong People

Descriptors:

Budgeting, consumer issues, credit management, insurance, investing, personal finance basics, saving, setting goals, taxes, advanced earned income tax credit, adjust withholding tax allowances to build budget

Language(s):

English, Hmong

Abstract:

Basic money management curriculum for 10 - 20 hours written in Hmong for Hmong audience. Curriculum also focuses on saving and has been used successfully with Individual Development Account Program.

Title:

Credit When Credit is Due

Descriptors:

Automobile, banking, budgeting, credit management, homeownership, insurance, personal finance basics, record keeping, risk management, saving, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

This national, standardized 12-lesson, 300-page education program is designed to help individuals gain basic understanding of money issues and responsibilities involving credit. A test is taken following each session, the facilitator/teacher signs off on each test that is passed. A certificate is awarded following the successful completion of the course.

Title:

Building Native Communities: Financial Skills for Families

Descriptors:

Budgeting, homeownership, insurance, investing, personal finance basics, saving, taxes, work with financial institutions and professionals

Language(s):

English

Abstract:

Financial skills curriculum for Native communities in America that includes material developed to give Native people a firm foundation in financial literacy. This culturally aware training provides the assistance to make good financial decisions.

Title:

Money Mechanics

Descriptors:

Budgeting, saving, investing, risk management, taxes, homeownership, automobile, record keeping, insurance

Language(s):

English

Abstract:

Series of 12 easy-to-read fact sheets that help individuals analyze their credit habits, set up a record-keeping system, develop a spending plan, figure their house-buying power, calculate their net worth, learn about insurance, develop a plan for saving and investing, and much more.

Title:

Taking Charge of Your Finances

Descriptors:

Budgeting, credit management, personal finance basics, record keeping, risk management, saving

Language(s):

English

Abstract:

This curricula is a four-session series focusing on communication about money, goal setting, risk management, credit/debt management, record keeping, and developing a spending and savings plan.

Title:

Consumer and Family Economics Web Site

Descriptors:

Credit management, homeownership, insurance, retirement planning

Language(s):

English

Abstract:

The Consumer and Family Economics Web Site provides information to help consumers make financial decisions. Web site categories include credit, disaster preparedness and recovery, health-care decisions, housing decisions, insurance choices, money management, retirement planning, and smart shopping.

Title:

Next Generation: Insuring Your Future

Descriptors:

Insurance

Language(s):

English

Abstract:

Next Generation is a multimedia insurance education program designed to educate high school students about the basics of life, health, and disability insurance to better prepare them for the "real world" financial decisions they will face after graduation. The kit consists of a 21-minute video, Educator's Guide, 12-page student magazine, and classroom poster.

Title:

Choice • Chance • Control

Descriptors:

Insurance, personal finance basics, risk management

Language(s):

English

Abstract:

This risk management program is a kit of teaching materials including: teacher's guide, lesson plans, activity sheets and a video that can be used effectively in high school classes of business, math, economics, life skills, social studies, family and consumer science or driver's education.

Title:

Descriptors:

Language(s):

English

Abstract:

Title:

To Be a Have or Have Not...the Choice is Yours

Descriptors:

Automobile, budgeting, credit management, insurance, investing, personal finance basics, risk management, saving

Language(s):

English

Abstract:

Developed as a means of changing young people's attitudes about money, this video and PowerPoint presentation come with a facilitator's guide, full script, and handouts. Based on the premise that the 'Haves' are the savers in our society and the 'Have Nots' are the spenders, the program provides basic information essential to developing positive money management habits.

Title:

You & Your Money
Financial Reflections for a Lifetime

Descriptors:

Banking, budgeting, consumer issues, credit management, homeownership, insurance, investing, personal finance basics, record keeping, saving

Language(s):

English

Abstract:

An engaging compendium of short articles covering a lifetime of familiar financial issues in a way that enhances the reader's understanding and appreciation of the financial challenges and opportunities they face throughout life. A great book for parents to share with children and adults to share with parents. The approach is easy-going, and even entertaining at times, but the information and insights are based on both investigative research and years of experience in studying the basic issues of personal finance.

Title:

Your Money & Your Life
A Financial Education Curriculum for Limited-Resource Audiences

Descriptors:

Advantages of using mainstream financial institutions, debt management, avoiding money traps (including high-interest loans), job benefits, investing, public benefits (including effect of assets on eligibility for means-tested programs), taxes (including earned income credit, child credit, child care credit)

Language(s):

English (handouts, but not instructor manual, also in Spanish)

Abstract:

University of Illinois Extension collaborated with Illinois's Financial Links for Low-Income People coalition to develop this companion to Extension's "All My Money" curriculum to further meet the financial education needs of persons transitioning from welfare to work and other limited resource people. The result of this collaboration is "Your Money & Your Life". The eight lessons cover: 1) Managing Debt, 2) Avoiding Money Traps, 3) Using Financial Institutions, 4) Choosing Insurance, 5) Learning About Job Benefits, 6) Making Money With Money, 7) Taking Advantage of Public Benefits, and 8) Understanding Taxes.

Title:

The ABCs of Personal Finance - Module I
A Consumers Guide For Money Management

Descriptors:

Banking, budgeting, credit management, homeownership, insurance, investing, personal finance basics, record keeping, saving, taxes

Language(s):

English, Spanish

Abstract:

The ABCs of Personal Finance is delivered in two modules. The Financial Fitness Program is designed to give the reader/student the skills necessary to make wise financial decisions. Module I addresses the basic financial and consumer skills needed to prepare for home ownership, and provides the foundation for the more advanced material presented in Module II.

Title:

The ABCs of Personal Finance - Module II
Managing Your Way to Financial Success

Descriptors:

Banking, estate planning, investing, personal finance basics, retirement planning, risk management, saving, taxes, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

The ABCs of Personal Finance is delivered in two modules. Building on the basics of sound money management studied in Module I, Module II introduces three basic concepts and shows the student how to prepare for their financial security. 1) Understanding how money works, 2) Learning about investment strategies, 3) Knowing and applying the principles of financial planning.

Title:

66 Ways to Save Money

Descriptors:

Automobile, banking, budgeting, consumer issues, credit management, homeownership, insurance, investing, saving

Language(s):

English, Spanish

Abstract:

"66 Ways to Save Money" is published by the Consumer Literacy Consortium representing federal and state government, consumer groups, business, and educational institutions. This brochure disseminates money-saving shopping tips about 28 frequently purchased products to the roughly two-thirds of households who do not usually engage in a careful product search.

Title:

Building Blocks for Financial Success

Descriptors:

Banking, budgeting, credit management, entrepreneur, financing education, homeownership, insurance, investing, personal finance basics, retirement planning, saving, taxes, working with financial institutions and professionals

Language(s):

English, limited information in Spanish

Abstract:

WORC's online interactive Building Blocks distance learning curriculum provides training and counseling online. Program participants will be able to enroll, set goals and take basic financial courses online.

Title:

Building a Better Future: A Financial Education Program for English as a Second Language Classes

Descriptors:

Automobile, banking, budgeting, credit management, homeownership, insurance, personal finance basics, record keeping, retirement planning, saving, taxes, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

The "Building a Better Future Financial Education Program" can be used to help newly arrived immigrants understand the financial system in the United States and to feel more comfortable using financial institutions and planning their financial future. The curriculum includes teacher and student manuals in both English and Spanish. The Spanish and ESL versions include six units on the following topics: 1) How to use a financial institution. 2) How to increase my savings and write a budget. 3) How to use credit. 4) How to buy a car. 5) How to buy a house. 6) Introduction to taxes.

Title:

Saving Ourselves

Descriptors:

Budgeting, credit management, insurance, investing, personal finance basics, record keeping, risk management, saving, taxes, working with financial institutions and professionals, other: communicating about money, setting goals, saving for a tangible asset

Language(s):

English

Abstract:

"Saving Ourselves" modules are designed for flexible use, both as a series and to stand alone. Each of the five modules take approximately two hours to present. In series they should be used from two weeks to a month apart to allow time for the participants to work with the materials at home. The materials are best used with groups of 5-20 participants who are saving for an identified asset goal. When using "Saving Ourselves" as a "saving program" curriculum, facilitators should include an orientation session or opportunity that precedes the series for participants to open a dedicated savings account. Much of the material in "Saving Ourselves" is process oriented, that is, it is geared toward moving participants from where they are to where they want to be. Facilitators should add information that is appropriate to their geographic or target population.

Title:

Personal Finance: A simulation of managing financial activities in everyday life

Descriptors:

Automobile, banking, budgeting, credit management, homeownership, insurance, personal finance basics, record keeping, retirement planning, taxes, working with financial institutions and professionals, other: job application

Language(s):

English

Abstract:

"Personal Finance" is a simulation where participant teams make financial decisions from their first paycheck through their retirement. The goal of this standards-based unit is to make participants "money smart". Participants apply for jobs, compute paychecks, choose benefit packages, buy cars and houses, manage expenses, plan for retirement, and compute net worth.

Title:

Four Cornerstones of Financial Literacy

Descriptors:

Automobile, banking, budgeting, consumer issues, credit management, homeownership, insurance, investing, personal finance basics, record keeping, retirement planning, saving, taxes, working with financial institutions and professionals

Language(s):

English

Abstract:

The Four Cornerstones curriculum builds 'financial literacy', i.e. the ability to speak the language of and function well in the culture of the mainstream U.S. financial world. The four cornerstones are: 1. Budgeting to create savings; 2. Debt reductionand asset building; 3. Building a good credit rating; and 4. Consumer protection and financial institutions. 

Title:

Becoming Part of Wealth in America
COMO LLEGAR A SER PARTE DE LA REQUEZA EN LOS ESTADOS UNIDOS

Descriptors:

Banking, budgeting, consumer issues, credit management, homeownership, insurance, investing, personal finance basics, record keeping, retirement planning, saving, taxes, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

This curriculum is designed to build 'financial literacy' and the ability to function in the mainstream U.S. financial world. The curriculum is divided into two parts, and is translated into Spanish: Part One: Understanding American financial institutionsthat help families build wealth Part Two: Protecting our wealth from becoming lost or stolen.