Title:

Money Work$: Working Toward a Better Financial Future

Descriptors:

Banking, budgeting, consumer issues, credit management, personal finance basics, record keeping, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

Money Work$ is a complete financial education program tailored to meet unique learning needs of very low, low and moderate income audiences in basic money management, including: financial goal setting, selecting a banking or credit union account, tracking expenses, creating a spending plan, managing a checking/share draft account, and more.

Title:

Financial Resources and Economic Education (F.R.E.E.)

Descriptors:

Banking, budgeting, consumer issues, credit management, homeownership, personal finance basics, saving

Language(s):

English

Abstract:

F.R.E.E. helps immigrants gain control over their own finances, while improving their English language skills. Its student workbook and teacher's guide include units on money basics, budgets, banking, saving money, and buying a home. A "big picture" section leads students to look critically at their economic environment. The Teacher's Guide includes background notes and answer keys for the workbook units.

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:

CreditSmart

Descriptors:

Banking, budgeting, credit management, homeownership, personal finance basics, record keeping, saving, and goal setting

Language(s):

English, Spanish

Abstract:

A series of training "modules" on avoiding/getting out of debt, building/improving credit and other financial management issues helpful to lower-income participants.

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:

How To Write Checks

Descriptors:

Banking, personal finance basics, record keeping

Language(s):

English

Abstract:

"How to Write Checks" is a downloadable lesson plan that teaches how to balance a checkbook, pay bills, write checks, and problem solve. 72 page ebook includes: teachers guide, reproducible exercises and three months of lessons including blank checks, registers, mock invoices, monthly statements and more.

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:

The Money Camp for Grown-ups! Financial Playbook [...Kids!]
and Coach's Curriculum Binder

Descriptors:

Banking, budgeting, consumer issues, entrepreneur, homeownership, investing, personal finance basics, retirement planning, saving

Language(s):

English

Abstract:

The Money Camp for Grown-ups! is a unique sixteen-module financial literacy curriculum. It includes the basic personal money management skills needed to grow financially independent as well as the mental and psychological aspects of money (thoughts, beliefs, and attitudes) which influence a lifetime of financial decisions. Also available as The Money Camp for Kids!

Title:

NEFE High School Financial Planning Program

Descriptors:

Budgeting, investing, overall financial planning, personal finance basics, risk management, saving, taxes, credit and debt / careers

Language(s):

English

Abstract:

The NEFE High School Financial Planning Programå (HSFPP) is a six-unit course that acquaints students with basic financial planning concepts and illustrates how these concepts apply to everyday life. Each unit provides an overview of the section; a goal statement; learning objectives; links to national education standards; and criteria to measure the degree of mastery students are expected to demonstrate.

Title:

Get the Buzz on Biz

Descriptors:

Budgeting, entrepreneur, personal finance basics, risk management, working with financial institutions and professionals, results in participant preparing a business plan

Language(s):

English, Spanish

Abstract:

This program was conceived, designed, and written with enterprising youth in mind. The text was designed to compliment class work and serve as a reference book as young entrepreneurs start and grow businesses. This 16-module course can be taught in a variety of configurations including, traditional classroom, after school, and camp settings. The program features participant's textbook and workbook, as well as, a complete and fully integrated Instructor's / Program Manager's Implementation Manual.

Title:

Business Plan Basics

Descriptors:

Budgeting, entrepreneur, personal finance basics, risk management, working with financial institutions and professionals, results in participant preparing a business plan

Language(s):

English, Spanish

Abstract:

This program's goal is to explore the participant's ability to achieve self-sufficiency through self-employment. This 15-session course can be taught in a variety of configuarations to achieve the objectives of the training organization. The program features textbook, workbook, a participant's resource guide, as well as, a complete and fully integrated Instructor's Manual.

Title:

Building Community Wealth through Individual Access to Credit and Banking Services

Descriptors:

Budgeting, homeownership, investing, personal finance basics, risk management, saving, working with financial institutions and professionals, overall financial planning

Language(s):

English, Spanish

Abstract:

This multi-modular curriculum is compiled of a variety of budgeting and personal finance activities and resources. The curriculum is designed for a train-the-trainer workshop conducted by NCRC's Financial Education Staff. The modules are designed to stand alone or as part of a series.

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:

Money Management Module Series

Descriptors:

Budgeting, credit management, investing, personal finance basics, risk management, saving

Language(s):

English

Abstract:

A basic money management curriculum built around a financial fitness theme to help learners develop an understanding of core concepts and skills through hands-on learning experiences. Modules are packaged in color-coordinated, expandable file folders for easy storage. Each includes a detailed facilitator's guide as well as handout and transparency masters.

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:

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:

Life Skills for Work and Family

Descriptors:

Budgeting, saving, investing

Language(s):

English

Abstract:

A comprehensive 33-lesson curriculum designed for limited resource audiences. The lessons address basic money management, job skills, balancing work and family, clothing, housing and infant care and development. The lessons vary in length from 30-60 minutes. Can be used as stand alone or in a series for welfare-to-work, young workers, and youth job skills audiences.

Title:

Economic Literacy Education

Descriptors:

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

Language(s):

English, Spanish

Abstract:

Economic Literacy Education was developed for the Individual Development Account Program of EOA of Washington County. This IDA program serves low income families (income of 185% poverty or below) and provides them with economic education and matched savings so they can acquire long-term financial assets.

Title:

Money and Assets: A Guide to Financial and Economic Empowerment

Descriptors:

Budgeting, saving, investing, risk management, working with financial institutions and professionals, taxes, homeownership, entrepreneur, personal finance basics

Language(s):

English

Abstract:

This guide is used by groups interested in learning more about economic self-sufficiency and financial planning. It is based on the economic component of the Women's Self-Employment Project's Individual Development Account (IDA) program.

Title:

Ten Ways to Reduce Debt

Descriptors:

Budgeting, credit management, personal finance basics

Language(s):

English

Abstract:

A teaching guide with basic information on using credit, especially credit cards, wisely. A script is suggested for major credit topics to be covered.Overhead transparencies supporting this program may be downloaded at no cost from the Penn State Cooperative Extension Web site, under Credit Teaching Guide; http://AgExtEd.cas.psu.edu/FCS/cb/credit.html

Title:

Into the Shark Tank: Surviving the Loan Closing Process

Descriptors:

Budgeting, credit management, homeownership, personal finance basics

Language(s):

English

Abstract:

The teaching guide and video vignettes discuss the loan closing process for consumer loans. Suggestions are provided for ways borrowers can leave a loan closing and feel confident about the process.

Title:

Basics of Money and Assets

Descriptors:

Budgeting, saving, investing, homeownership, banking, credit management, personal finance basics

Language(s):

English, Russian, French & Creole

Abstract:

"Basics of Money and Assets" is a cycle of two, three-hour workshops offered by the Business Center for New Americans. Workshop I covers the basics of banking in the United States and discusses credit management, debt, spending, saving, and introduces the concept of assets. Workshop II focuses on educating clients on the benefits and responsibilites of acquiring assets, particularly home ownership. The program uses a combination of materials developed by Fannie Mae Foundation and the New York Association for New Americans, Inc.

Title:

Making Every Dollar Count

Descriptors:

Budgeting, working with financial institutions and professionals, personal finance basics

Language(s):

English, Spanish

Abstract:

Making Every Dollar Count is a five-lesson curriculum (bill paying, can't pay cash, stretch your dollars, banking, checking) developed to help individuals reach self-sufficiency by teaching them, with hands-on activities, the basics of successful money management. The visuals and handouts are in English and Spanish

Title:

Dollar $ense: An Economic Literacy Curriculum for Individual Development Account Programs: Eight Steps Toward Economic Independence through Asset Ownership

Descriptors:

Budgeting, saving and investing, risk management, working with financial institutions and professionals, taxes, home-ownership, personal finance basics, credit management

Language(s):

English

Abstract:

Dollar $ense financial literacy education provides participants with "hard" information: definitions, facts, theories and skills related to money management, offered in the context of long-term asset-building. The series of eight workshops offered monthly creates a positive learning environment where participants also understand the behavioral elements that affect their financial decision-making. Designed for use by non-profits and financial institutions engaged in Individual Development Account (IDA) programs. Adaptable to other asset building programs.

Title:

Building Self-Sufficient Families: Moving Ahead Through the Maze of Change

Descriptors:

Budgeting, saving, investing, taxes, personal finance basics
[Section 6: Stretching Money offers seven workshops devoted solely to financial literacy topics]

Language(s):

English

Thirty-lesson guides addressing basic job skills, money management, and family/work management skills related to family health and nutrition, personal stress and time control, and child development/parenting. Can be used stand-alone or in a series for welfare-to-work, youth job skills and lay-off management audiences. Includes laws specific to the state of Texas; excellent facilitator materials, but non-professional trainers may require training prior to using.

Title:

All My Money

Descriptors:

Budgeting, banking, working with financial institutions and professionals, credit management, consumer issues, personal finance basics

Language(s):

English, Spanish

Abstract:

This innovative, hands-on curriculum emphasizes money management skills necessary for people with limited financial resources. It is a train-the-trainer program for staff and volunteers in community agencies and social service organizations. Each of the eight lessons is designed to stand alone or be taught as part of the series. Learning activities, worksheets, and handout masters for classroom teaching are provided.

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:

Helping People in Your Community Understand Basic Financial Services

Descriptors:

Banking, consumer issues, working with financial institutions and professionals, personal finance basics

Language(s):

English, Spanish

Abstract:

Comprehensive educator's guide covers the topics of working with collaborators and partnerships, planning the educational program, delivering the educational program (best practices guidelines), resources and contact information, consumer protection laws, and consumer worksheets. The Fact Sheet series includes information on direct deposit, choosing a financial institution, choosing a deposit account, using deposit accounts (including how to balance a checkbook), ATMs, debit cards, understanding electronic products and services and managing an electronic account.

Title:

Managing Debt and Building Wealth

Descriptors:

Budgeting, homeownership, investing, personal finance basics, saving

Language(s):

Video available in English and Spanish; consumer brochure available in English, Spanish, and Chinese; Leader's Guide available in English.

Abstract:

This financial management program consists of a video, a leader's guide, and a consumer brochure for use by community educators and leaders who work with consumers experiencing debt management problems. It was produced in cooperation with the Consumer Federation of America, Consumer Action, Neighborhood Reinvestment Corporation, the National Foundation for Credit Counseling and the U. S. Cooperative State Research, Education and Extension Service.

Title:

Descriptors:

Language(s):

English, Spanish

Abstract:

Title:

Descriptors:

Language(s):

English, Spanish

Abstract:

Title:

Descriptors:

Language(s):

English

Abstract:

Title:

Personal Financial Choices: Setting a New Course
Chapter 7 Resource Kit

Descriptors:

Budgeting, credit management, debtor education re: bankruptcy, personal finance basics, record keeping, risk management, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

Debtor education provides people who have filed bankruptcy the opportunity to acquire money management skills that will help them avoid a repeat financial failure in the future. This kit is flexible, so a trustee can adapt it to his/her own client base, location, and resource availability parameters. The kit includes 3 videos: "The Basics of Chapter 7 Bankruptcy," containing basic information on bankruptcy options and the bankruptcy process; "The Basics of Money Management" (with a sample self-study guide), which illustrates key concepts including identifying the difference between wants and needs, setting personal priorities and financial goals, developing a plan to reach those goals, and constructing a budget that will serve as the tool to achieve success; and "Teaching Chapter 7 Legal and Administrative," which helps Chapter 7 Trustees and bankruptcy professionals identify ways to integrate debtor education into their bankruptcy practices.

Title:

Thrifty Parenting

Descriptors:

Budgeting, consumer issues, cutting costs, personal finance basics, record keeping, reducing expenses

Language(s):

English

Abstract:

The Thrifty Parenting program is designed for families with young children. It shows ways that parents can cut the expense of raising children, while maintaining health and safety standards. A teaching guide and four sections are included: Getting Started; Food and Health Care; Clothing; and Equipment, Toys, and Entertainment.

Title:

Food & Money Basics: Choices & Decisions. A Beginner's Money Management Module

Descriptors:

Budgeting, consumer issues, investing, nutrition education, personal finance basics, record keeping, saving

Language(s):

English

Abstract:

This train-the-trainer curriculum is designed to assist individuals in effectively managing their money while making healthy food choices. It is for beginners who are willing to practice prioritizing choices and making decisions. Four modules target survival lifeskills that include money values, goal setting, budgeting, nutrition, food shopping, and food safety.

Title:

Dollar Works: The ABCs of Economic Literacy

Descriptors:

Banking, budgeting, credit management, decision making, investing, personal finance basics, problem solving, record keeping, saving, taxes, working with financial institutions and professionals

Language(s):

English, Spanish

Abstract:

This curriculum for agency staff and trained volunteers helps newly employed individuals learn to manage their financial resources. The four parts, which may be tailored independently, cover decision making, money management, paychecks and bank accounts, and credit and debt management. Teaching guidelines, fact sheets, and copy-ready handouts are included.

Title:

Let's Build a Business
A Workbook for Microenterprise Training Classes

Descriptors:

Banking, budgeting, entrepreneur, personal finance basics, record keeping

Language(s):

English

Abstract:

This is a training guidebook designed to enable the development of a comprehensive, appropriate business plan for small or self-employment businesses. It is designed especially with low-income and/or start-up entrepreneurs in mind.

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:

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:

Smart Money Management

Descriptors:

Budgeting, credit management, personal finance basics, record keeping, taxes, working with financial institutions and professionals

Language(s):

English

Abstract:

Developed to help persons with addictive behaviors who have chosen 12-step type programs to facilitate their recovery, the "Smart Money Management" Trainer's Manual and Client Workbook present personal financial management in the context of the twelve steps with sensitivity to the issues faced by those recovering from addiction.

Title:

Hands on Banking / El futuro en tus manos
Money skills you need for life

Descriptors:

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

Language(s):

English, Spanish

Abstract:

"Hands on Banking"/"El Futuro En Tus Manos" features instruction in English and Spanish for users from 4th grade through adults. Topics include: budgeting, savings and checking accounts, credit, investing, homeownership, and starting a small business. Curriculum for school-age students meets or exceeds national education standards for math, literacy, and economics. The teacher's guide is designed to be used alone or as an adjunct to the online/CD-ROM program. The program includes teacher's guides for the four age groups, tips, tools, and dictionary.

Title:

Making Your Money Work

Descriptors:

Budgeting, investing, personal finance basics, saving

Language(s):

English, Spanish

Abstract:

The objective of this curriculum is to help participants become aware of their present money management practices, take control of their finances, and plan for their futures. The primary audience for this curriculum is individuals and families with limited incomes. The program consists of a series of six 90-minute sessions designed to be presented over at least a six-week period. It involves many hands-on activities for classes of 12 to 24 participants. The workbook could be used alone for self-study.

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.