Click the links below to download desired documents. Some will open in your browser and you will need to click the provided "download" button/link. Others may download into your local download folder. This experience may be different for various browsers. If your organization's firewall does not block BOX, you may want to use that download mechanism for a more cohesive experience. Click here if you would prefer to utilize BOX to download your materials.


Financial Footings - Step 1
SAMPLE: Activity Book
Learner Level:
Elementary School
Resource type:
Workbooks
Role:
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.
(2024)
Download: Direct | Box
Financial Footings - Step 1
SAMPLE: Presenter's Guide
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
Financial Footings - Step 2
SAMPLE: Activity Book
Learner Level:
Elementary School
Resource type:
Workbooks
Role:
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.
(2024)
Download: Direct | Box
Financial Footings - Step 2
SAMPLE: Presenter's Guide - Lesson 1: Earn It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
Financial Footings - Step 2
SAMPLE: PowerPoint Presentation - Lesson 1: Earn It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
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.
(2024)
Download: Direct | Box
Financial Framings
SAMPLE: Presenter's Guide
Learner Level:
Middle School, High School
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
Financial Framings
SAMPLE: PowerPoint Presentation
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
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.
(2024)
Download: Direct | Box
Pathways
SAMPLE: Presenter's Guide
Learner Level:
High School, Postsecondary
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
Pathways
SAMPLE: PowerPoint Presentation - Career & Education Path
Learner Level:
High School, Postsecondary
Resource type:
Presentation Decks
Role:
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.
(2024)
Download: Direct | Box
Pathways
SAMPLE: Learner's Workbook
Learner Level:
High School, Postsecondary
Resource type:
Workbooks
Role:
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.
(2024)
Download: Direct | Box
SAFE - Income and Taxes
SAMPLE: Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
SAFE - Income and Taxes
SAMPLE: PowerPoint Presentation
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presentation Decks
Role:
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.
(2024)
Download: Direct | Box
SAFE - Income and Taxes
SAMPLE: Learner's Workbook
Learner Level:
Postsecondary, Adult Learning
Resource type:
Workbooks
Role:
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.
(2024)
Download: Direct | Box
Forward
SAMPLE: Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Resource type:
Workbooks
Role:
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!
(2024)
Download: Direct | Box
Forward
SAMPLE: Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
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.
(2024)
Download: Direct | Box
Forward
SAMPLE: PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
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.
(2024)
Download: Direct | Box