Financial Education Resource Roadmap
Financial Education Resource Roadmap
Financial Education Resource Roadmap (Roadmap) The Roadmap demonstrates that every K-12 school throughout the U.S.
can have access to free financial education curriculums. The Roadmap consists of 36 comprehensive curriculums. o 6 curriculums are online; o 14 curriculums are classroom taught; o 16 curriculums combine classroom instruction with online learning. Volunteer tutors are available to help teachers teach financial education curriculums as well. In addition, the Roadmap includes teacher training through the Jump$tart Coalition for Personal Financial Literacy. The objective of teacher training is to provide K-12 teachers with a standard, consistent and effective formal education designed to sufficiently prepare them for teaching financial education in the classroom. This Roadmap with the free curriculums, teacher training programs and additional financial education resources can be found at http://www.fsround.org/hyperlink/Spreadsheet.pdf. For any questions or additional information please call Judy Chapa at 202.589.2419.
Financial Education Resource Roadmap
Curriculum The Actuarial Foundation: Building Your Future Languages English Grade Level Target Users 8th-12th Teacher, classroom or after school; Student, self-directed study; Parent, home school Resource Types Book, Student workbook, Teaching guide (multiple topics), Downloadable resources, Online learning Resource Website Email Address Phone Number Provider The Actuarial Foundation
http://www.actuarialf programs@actfnd. 847-706-3557 oundation.org/progra org ms/youth/BuildingYo urFuture.shtml
AFSAEF MoneySKILL, Internet Personal Finance Course
English
11th-12th; College & young adult
Teacher, classroom or Online learning after school; Student, self-directed study; Parent, home school
http://www.moneyskil susieirvine@mone 888-400-7577 l.org/ yskill.org
Bank at School: A Teachers Guide for Comprehensive Learning
English
http://www.lba.org/file [email protected] Pre-school & Teacher, classroom or Game, Book, s/bank%20at%20sch kindergarten; after school; Student, Booklet/Pamphlet, Lesson plan, Teaching ool.pdf self-directed study 1st-5th guide (multiple topics) 6th-12th Teacher, classroom or after school; Student, self-directed study; Parent, home school Lesson plan, Teaching http://www.bankit.co [email protected] guide (multiple topics), m/ Downloadable resources, Online learning
225-214-4826
American Financial Services Association Education Foundation Louisiana Bankers Association
Bank It
English, Spanish
Order/download Search Institute online only and Capital One
Banking Is
English
11th-12th
Banking on Our Future (BOOF)
English
4th-12th
Teacher, classroom or CD, DVD, Video, after school Student workbook, Teaching guide (multiple topics) Teacher, classroom or Online learning after school; Student, self-directed study; Parent, home school Teacher, classroom or Lesson plan, Online after school; Student, learning self-directed study; Parent, home school Teacher, classroom or CD after school; Student, self-directed study; Parent, home school
http://www.learntoba bankingis@green 248-994-8700 nk.com path.com
GreenPath, Inc.
http://www.bankingo mary.hagerty@op 917-477-2811 nourfuture.org/ erationhope.org
Operation HOPE, Inc.
Banzai
English
6th-12th; college & young adult
http://www.teachban support@teachba 801-616-9333 zai.com/ nzai.com
Banzai, A service of Kendagriff, LLC
Building Wealth: A Beginner's English, Spanish Guide To Securing Your Financial Future
9th-12th; College & young adult
http://www.dallasfed. [email protected] 214-922-5275 org/ca/wealth/index.c b.org fm
Federal Reserve Bank of Dallas
Financial Education Resource Roadmap
Curriculum The Centsables Languages English Grade Level Target Users 3rd-6th Resource Types Resource Website Email Address Phone Number Provider DNA Creative
Teacher, classroom or Online learning after school; Student, self-directed study; Parent, home school
http://www.centsable mark@dnacreativ 631-547-6210 s.com e.net
Citi Financial Education Curriculum
English, Spanish
Pre-school & Teacher, classroom or CD kindergarten; after school; Parent, home school 1st-12th; College & young adult Pre-school & Teacher, classroom or Lesson plan; Online learning kindergarten; after school; Parent, home school 1st-2nd
http://financialeducati financialeducation 212-559-9762 on.citigroup.com/citig @citigroup.com roup/financialeducati on/curriculum/index.h tm http://www.usmint.go v/kids/index.cfm?File Contents=/kids/teach ers/lessonplans/view UnitPlan.cfm&UnitId =45 http://www.cnb.com/ aboutus/community/r einvestment.asp teachersnetwork 202-354-7484 @usmint.treas.go v
Citi
Common Cents
English
United States Mint
Dollars + Sense
English
K-12th
Teacher, classroom or Lesson plan; Simulation after school; Parent, home school
Jennifer.Nickerson 213-673-7600 @cnb.com
City National Bank
EconEdLink
English
Pre-school & Teacher, classroom or Lesson plan, Teaching www.econedlink.org customerservice@ 1-800-338-1192 Council for Economic councilforeconed. guide (multiple topics), kindergarten; after school Education org Online learning 1st-12th 9th-12th Teacher, classroom or Online learning after school; Student, self-directed study; Parent, home school http://www.everfi.co m/ [email protected] 202-297-2649 EverFi, Inc.
EverFi
English
The Family Economics and Financial Education Project
English
7th-12th; College & young adult
http://www.fefe.arizo [email protected]. 520-626-9243 Teacher, classroom or Learning toy, na.edu/ edu Simulation, Book, after school; Parent, Booklet/Pamphlet, home school Lesson plan, Student workbook, Teaching guide (multiple topics), Online learning
The Family Economics and Financial Education Project
Feed the Pig for Tweens
English
4th-6th
Teacher, classroom or Lesson plan, Teaching http://tweens.feedthe FeedthePig@jmhe Order/download American ducation.com online only Institute of CPAs after school; Student, guide (multiple topics), pig.org/tweens/ and The Online learning self-directed study; Advertising Parent, home school Council
Financial Education Resource Roadmap
Curriculum Financial Education Challenge Languages English Grade Level Target Users Pre-school & Teacher, classroom or kindergarten; after school; Student, self-directed study; 1st-12th Parent, home school Resource Types Game, Lesson plan, Teaching guide (multiple topics), Online learning Resource Website Email Address Phone Number Provider Do Something
http://www.dosometh challenges@doso 212-254-2390 ing.org/ mething.org
Financial Literacy: TEACH IT! English
http://www.ecb.org/fi [email protected] Pre-school & Teacher, classroom or Video, Calculator, Game, Downloadable nance kindergarten; after school resources 1st-12th 9th-12th; College & young adult Teacher, classroom or CD, Student after school; Student, workbook, Online learning self-directed study; Parent, home school Teacher, classroom or after school; Parent, home school Teacher, classroom or after school; Student, self-directed study; Parent, home school CD, Lesson plan, Teaching guide (multiple topics) CD, Teaching guide (multiple topics), Online learning
Financial Management/Consumerism Materials
English
Wisconsin Educational Communications Board http://www.philliproy. [email protected] 1-800-255-9085 Phillip Roy, Inc. com/order.html m or 72
608-294-9689
Get Smart About Credit Resource Kit
English
8th-12th
Hands on Banking / El futuro English, en tus manos Spanish
3rd-12th; College & young adult
http://www.aba.com/ ABAEF/2007gsackit. htm http://www.handsonb anking.org
http://www.aba.co 202-663-5453 m/ABAEF/2007gs ackit.htm Erwin.pam@wellsf Order/download argo.com online only
ABA Education Foundation Wells Fargo Foundation
Insurance Curriculum Online English
8th-12th; College & young adult
Investing For Your Future
English
9th-11th; College & young adult 9th-12th
Teacher, classroom or Teaching guide after school (multiple topics), Downloadable resources, Online learning Teacher, classroom or Comprehensive after school; Student, curriculum self-directed study
http://www.griffithfou info@griffithfound 614-880-9870 ation.org ndation.org/k12/curriculum-online/
Griffith Insurance Education Foundation Rutgers Cooperative Extension JA Worldwide Junior Achievement
http://www.investing.r Dan.Cotton@eXte 973-903-7869 utgers.edu/ nsion.org
JA Banks in Action
English, Spanish
http://www.ja.org Teacher, classroom or Simulation, Student after school workbook, Teaching guide (multiple topics), Online learning Teacher, classroom or Teaching guide after school; Student, (multiple topics), Online learning self-directed study; Parent, home school
[email protected] 719-540-6265 rg
JA Personal Finance
English
9th-12th
http://www.ja.org/pro [email protected] 719-540-8000 grams/programs.sht rg ml
JA Worldwide Junior Achievement
Financial Education Resource Roadmap
Curriculum Kids, Cash, Plastic and You Languages English Grade Level Target Users 3rd-12th; College & young adult Teacher, classroom or after school; Student, self-directed study; Parent, home school Resource Types Book, Booklet/Pamphlet, Teaching guide (multiple topics) Resource Website Email Address Phone Number Provider Master Card International
800-999-5136 http://www.birth2work Access through .org/docs/Archives/k Resource Website or call cpy0111.pdf
Money Math: Lessons for Life English
6th-10th
Teacher, classroom or Lesson plan, Teaching after school; Student, guide (multiple topics), Online learning self-directed study; Parent, home school
Money Matters
English
Pre-school & Teacher, classroom or Lesson plan, Online learning kindergarten; after school; Parent, home school 1st-5th
http://www.treasury.g ov/offices/domesticfinance/financialinstitution/fineducation/council http://www.usmint.go v/kids/index.cfm?file Contents=teachers/T F_moneyMatters.cfm http://www.moneyma ttersmakeitcount.co m/Pages/default.asp x http://www.fdic.gov/c onsumers/consumer/ moneysmart/index.ht ml
moneymath@bpd. 202-622-4848 treas.gov
U.S. Department of the Treasury
teachersnetwork 202-354-7484 @usmint.treas.go v
United States Mint
Money Matters: Make it Count English
6th-12th
Teacher, classroom or Lesson plan, Online after school; Student, learning self-directed study Teacher, classroom or after school; Student, self-directed study; Parent, home school CD, Lesson plan, Student workbook, Teaching guide (multiple topics), Downloadable resources
sarah.bulgatz@sc 415-667-0328 hwab.com
Charles and Helen Schwab Foundation Federal Deposit Insurance Corporation
Money Smart
College & English, young adult Chinese, Spanish, Haitian Creole, Hindi, Hmong, Korean, Russian, Vietnamese English, Spanish 9th-12th
https://vcart.velocit 877-275-3342 ypayment.com/fdic /
NEFE High School Financial Planning Program
Teacher, classroom or after school; Student, self-directed study; Parent, home school Teacher, classroom or after school; Student, self-directed study; Parent, home school
http://hsfpp.nefe.org/ [email protected] 303-741-6333 Simulation, Lesson plan, Student workbook, Teaching guide (multiple topics) http://www.flatworldk Sharon@flatworld 877-257-9243 nowledge.com/printe knowledge.com d-book/4600
National Endowment for Financial Education Flatworld Knowledge Inc
Personal Finance
English
9th-12th; College & young adult
Personal Finance Program: Taking Control of Your Financial Future
English, Spanish
9th-12th
Book, Lesson plan, Teaching guide (multiple topics), Textbook, Downloadable resources, Online learning, Audio files Teacher, classroom or Lesson plan, Teaching after school guide (multiple topics)
https://www.siebertn jaffee@siebertnet. 212-644-2406 et.com/html/StartAbo com utPFP.aspx
The Muriel F. Siebert Foundation
Financial Education Resource Roadmap
Curriculum Languages Grade Level Target Users Pre-school & kindergarten, 1st-12th, College & young adult Teacher, classroom or after school, Student, self-directed study, Parent, home school Resource Types Resource Website Email Address Phone Number Provider Visa
Practical Money Skills for Life English, Spanish Curriculum, Tools and Resources
http://www.practicalm info@practicalmon 415-701-7101 CD, DVD, Video, oneyskills.com/resou eyskills.com Calculator, Game, rces/free_materials/ iPhone application, Booklet/Pamphlet, Lesson plan (single topic), Student workbook, Teaching guide (multiple topics), Downloadable resources, Online Article, Online learning, Online Video Streaming http://www.stockmark For more detailed 212-618-0565 etgame.org/ information please contact your local program: http://www.stockm arketgame.org/cgibin/hailogin
The Stock Market Game
English
3rd-12th; College & young adult
Teacher, classroom or Game, Simulation, after school; Student, Teaching guide (multiple topics) self-directed study; Parent, home school
SIFMA Foundation for Investor Education
TD Bank WOW!Zone
English
K-12th
Teacher, classroom or Teaching guide after school; Student, (multiple topics), Online learning self-directed study; Parent, home school Resource Types
http://www.tdbank.co http://www.tdbank. 1-888-751-9000 TD Bank m/wowzone/wowzon com/wowzone/con e.asp tact.aspx
Teacher Training Jump$tart Coalition for Personal Financial Literacy: National Educator Conference
Languages English
Grade Level Target Users Teachers Prekindergarten through 12th
Resource Website
Email Address
Phone Number Provider Jump$tart Coalition for Personal Financial Literacy
Tools, resources, and http://www.jumpstart. laura.levine@jump (888) 45org/ start.org EDUCATE support for teaching personal finance; workshops focused on policy, content, personal development, free financial planning sessions; and an exhibit hall Provides K-12 teachers with a standard, consistent and effective formal education designed to sufficiently prepare them for teaching personal finance in the classroom. http://www.fsround.or laura.levine@jump (888) 45EDUCATE g/fsr/pdfs/2011/Teac start.org herTrainingAlliance.p df
The Jump$tart Teacher Training Alliance
English
K-12th
Teachers
Jump$tart Coalition for Personal Financial Literacy
Financial Education Resource Roadmap
Additional Resources Financial Literacy Resource Directory Languages English Grade Level Target Users Bankers, organizations, Prekindergarten and consumers of all ages through college-age youth and beyond Resource Types Information on financial literacy resources, issues and events including descriptions and contact information for a sampling of organizations that have undertaken financial literacy initiatives as a primary mission, government programs, fact sheets, newsletters, conference materials, publications, and links to websites Resource Website Email Address Phone Number Provider (202) 874-5000 Office of the Comptroller of the Currency
http://www.occ.gov/to communityaffairs @occ.treas.gov pics/communityaffairs/resourcedirectories/financialliteracy/indexfinancial-literacy.html
Jump$tart Clearinghouse
English
MyMoney.gov
English, Spanish
Prekindergarten through college-age youth Prekindergarten through college-age youth and beyond
Online library of Teachers, parents, caregivers and anyone financial education committed to financial resources smarts for students All consumers
Jump$tart Coalition for Personal Financial Literacy http://www.mymoney. [email protected] 1-888-MyMoney Financial Information from 20 Literacy and federal agencies and gov Education bureaus about Commission planning for life events (FLEC) that have financial implications, such as buying a home, balancing your checkbook, or planning for retirement. The site also provides money management tools, including financial calculators and worksheets.
