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:

All About Banking

Descriptors:

Banking, investing, saving, working with financial institutions and professionals

Language(s):

English

Abstract:

An overview of products and services offered by a typical financial institution. Topics include savings accounts, checking accounts, loans, safe deposit boxes, and ATMs. Publication also highlights FDIC insurance, the history of banking and the development of money.

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:

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:

Guide to Budgeting
Personal Finance Series

Descriptors:

Budgeting, investing, record keeping, saving, taxes, financial goal setting, net worth analysis

Language(s):

English

Abstract:

Guide to Budgeting shows readers that budgeting doesn't have to be brutal, boring, or burdensome and demonstrates that net worth and a personal budget are the foundation upon which financial goals are built.

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 Program® (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:

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:

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:

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 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:

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:

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 and is 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

30-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:

Descriptors:

Language(s):

English, Spanish

Abstract:

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:

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:

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.