Financial Footings - Step 1
SAMPLE: Activity Book
Learner Level:
Elementary School
Elementary School
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
Financial Footings - Step 1
SAMPLE: Activity Book (Spanish)
Learner Level:
Elementary School ,
Spanish Speakers
Elementary School ,
Spanish Speakers
Resource type:
Spanish ,
Workbooks
Spanish ,
Workbooks
Role:
Student/Learner
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.
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.
Financial Footings - Step 1
SAMPLE: Presenter's Guide
Learner Level:
Elementary School
Elementary School
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Financial Footings - Step 2
SAMPLE: Activity Book
Learner Level:
Elementary School
Elementary School
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
Financial Footings - Step 2
SAMPLE: Presenter's Guide - Lesson 1: Earn It
Learner Level:
Elementary School
Elementary School
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Financial Footings - Step 2
SAMPLE: PowerPoint Presentation - Lesson 1: Earn It
Learner Level:
Elementary School
Elementary School
Resource type:
Presentation Decks
Presentation Decks
Role:
Educator/Host ,
Volunteer/Presenter
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.
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.
Financial Framings
SAMPLE: Presenter's Guide
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Financial Framings
SAMPLE: PowerPoint Presentation
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
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.
Financial Foundations - Budgeting
SAMPLE: Presenter's Guide - Budget to Build Wealth Level 1
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presenter Guides ,
Volunteer Resources
Presenter Guides ,
Volunteer Resources
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Financial Foundations - Budgeting
SAMPLE: PowerPoint Presentation - Budget to Build Wealth Level 1
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
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.
Financial Foundations - Budgeting
SAMPLE: Learner's Workbook - Budget to Build Wealth Level 1
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
Financial Foundations - Budgeting
SAMPLE: Presenter's Guide - Track and Adjust Your Budget Level 2
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presenter Guides ,
Volunteer Resources
Presenter Guides ,
Volunteer Resources
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Financial Foundations - Budgeting
SAMPLE: PowerPoint Presentation - Track and Adjust Your Budget Level 2
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
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.
Financial Foundations - Budgeting
SAMPLE: Learner's Workbook - Track and Adjust Your Budget Level 2
Learner Level:
Middle School ,
High School
Middle School ,
High School
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
Pathways
SAMPLE: Presenter's Guide
Learner Level:
High School ,
Postsecondary
High School ,
Postsecondary
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Parent/Guardian ,
Volunteer/Presenter
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.
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.
Pathways
SAMPLE: PowerPoint Presentation - Career & Education Path
Learner Level:
High School ,
Postsecondary
High School ,
Postsecondary
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
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.
Pathways
SAMPLE: Learner's Workbook
Learner Level:
High School ,
Postsecondary
High School ,
Postsecondary
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
SAFE - Goals and Tools
SAMPLE: Presenter's Guide
Learner Level:
Postsecondary ,
Adult Learning
Postsecondary ,
Adult Learning
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Volunteer/Presenter
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.
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.
SAFE - Goals and Tools
SAMPLE: PowerPoint Presentation
Learner Level:
Postsecondary ,
Adult Learning
Postsecondary ,
Adult Learning
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
This PowerPoint Presentation explores: career paths, researching salaries, types of taxes, and paying taxes.
SAFE - Goals and Tools
SAMPLE: Learner's Workbook
Learner Level:
Postsecondary ,
Adult Learning
Postsecondary ,
Adult Learning
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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.
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.
Forward
SAMPLE: Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Adult Learning
Resource type:
Workbooks
Workbooks
Role:
Student/Learner
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!
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!
Forward
SAMPLE: Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Adult Learning
Resource type:
Presenter Guides
Presenter Guides
Role:
Educator/Host ,
Volunteer/Presenter
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.
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.
Forward
SAMPLE: PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Adult Learning
Resource type:
Presentation Decks
Presentation Decks
Role:
Volunteer/Presenter
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.
This PowerPoint Presentation explores establishing SMART Goals, determining financial targets, overcoming barriers and more.