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Financial Footings - Step 1
Class Prep Materials
Learner Level:
Elementary School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Step 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Footings 1 Learner's Activity Book and Answer Key, Presenter's Guide, and a certificate of completion. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Footings - Step 1
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.
(2023)
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Financial Footings - Step 1
Activity Book Answer Key
Learner Level:
Elementary School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Answer Key provides answers to activities found in the Footings 1 Activity Book.

Supplement your learning materials with the activity book answer key. Answers are included to ensure learners are provided accurate feedback on objective questions as well as sample answers for open-ended questions and discussions.
(2023)
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Financial Footings - Step 1
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.
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Financial Footings - Step 1
Certificate of Completion
Learner Level:
Elementary School
Resource type:
Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Award learners for completing the Footings 1 program with this certificate.

Download the certificate and print off copies for educators to provide their students. Certificates are also available via a link provided learners on the inside back cover of their workbooks.
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Financial Footings - Step 1
Online Interactive Activities
Learner Level:
Elementary School
Resource type:
Activities, Supplementals, Virtual Learning
Role:
Student/Learner
Step 1 Online Interactive Activities offer young learners the opportunity to complete self-guided money lessons that cover coin values, the connection between working and earning money, the differences between needs and wants, and more!

Engage your learners with our animated videos that explain various money and financial concepts paired with our age-appropriate interactive lessons. Fun and engaging activities are divided into two levels and include badges and certificates of completion.
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Financial Footings - Step 2
Class Prep Materials
Learner Level:
Elementary School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Step 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Footings 2 Learner's Activity Book and Answer Key, Presenter's Guides, Presentation Decks, a wrap-up activity, and a certificate of completion. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
(2023)
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Financial Footings - Step 2
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.
(2023)
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Financial Footings - Step 2
Activity Book Answer Key
Learner Level:
Elementary School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Answer Key provides answers to activities found in the Footings 2 Activity Book

Supplement your learning materials with the activity book answer key. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback along with sample answers for open-ended questions and discussions.
(2023)
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Financial Footings - Step 2
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.
(2023)
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Financial Footings - Step 2
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.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 2: Spend It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Spend It Presenter's Guide provides detailed guidance on how to deliver Lesson 2 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.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 2: Spend It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Spend It PowerPoint Presentation introduces learners to the topics of ways to pay, spending decisions, and currency.

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.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 3: Plan It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Plan It Presenter's Guide provides detailed guidance on how to deliver Lesson 3 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.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 3: Plan It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Plan It PowerPoint Presentation introduces learners to the topics of money planning, borrowing money, and community investment.

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.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 4: Grow It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Grow It Presenter's Guide provides detailed guidance on how to deliver Lesson 4 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.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 4: Grow It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Grow It PowerPoint Presentation introduces learners to the topics of goal setting, earning interest, and investing.

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.
(2023)
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Financial Footings - Step 2
Presenter's Guide - Lesson 5: Protect It
Learner Level:
Elementary School
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Protect It Presenter's Guide provides detailed guidance on how to deliver Lesson 5 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.
(2023)
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Financial Footings - Step 2
PowerPoint Presentation - Lesson 5: Protect It
Learner Level:
Elementary School
Resource type:
Presentation Decks, Virtual Learning
Role:
Educator/Host, Volunteer/Presenter
The Protect It PowerPoint Presentation introduces learners to the topics of ways to protect yourself, planning for the unexpected, and avoiding online scams.

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.
(2023)
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Financial Footings - Step 2
Wrap-Up Activity
Learner Level:
Elementary School
Resource type:
Activities, Handouts
Role:
Student/Learner
The Footings 2 Wrap-up Activity provides learners who complete all five lessons the opportunity to quiz themselves on covered content.

Use this final activity to reinforce key concepts covered in Footings 2 materials. Learners can see how well they remember lessons and reflect on what they learned throughout the program.
(2023)
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Financial Footings - Step 2
Certificate of Completion
Learner Level:
Elementary School
Resource type:
Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The Certificate of Completion awards learners for completing the Footings 2 program.

Download the certificate and print off copies for educators to provide their students. Certificates are also available via a link provided learners on the inside back cover of their activity books.
(2023)
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Financial Framings
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Framings Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Framings Presenter's Guide (PG), Presentation Deck, Flow of Your Money Activity, and Economic Scenario Cards. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Framings
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.
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Financial Framings
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.
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Financial Framings
Classroom Activity Materials - The Flow of Your Money Worksheet
Learner Level:
Middle School, High School
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
The Flow of Your Money Worksheet aids learners in working through scenarios presented in the Framings economic scenario game/exercise. Game instructions are located in the Framings Presenter's Guide.

Deepen engagement and reinforce lessons covered with our classroom exercises developed for group learning. Optimize learner experience by user this worksheet with the Economic Scenario Cards and the Factors of Influence Cards.
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Financial Framings
Classroom Activity Materials - Economic Scenario Cards
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Scenario Cards outline several economic scenarios and work in conjunction with the Factors of Influence Cards when conducting the Framings scenario game/exercise.

Use these cards in discussion, small group work, or as part of a game that sudents play to learn the subject matter. Game instructions are located in the Framings Presenter's Guide.
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Financial Framings
Classroom Activity Materials - Factors of Influence Cards
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Factors of Influence Cards outline various influences on the flow of money and work in conjunction with the Economic Scenario Cards when conducting the Framings scenario game/exercise.

Use these cards in discussion, small group work, or as part of a game that students play to learn the subject matter. Game instructions are located in the Framings Presenter's Guide.
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Financial Framings
Learner's Poster
Learner Level:
Middle School, High School
Resource type:
Handouts, Supplementals
Role:
Student/Learner
Learner's Poster displays the flow of money through the global economy and highlights concepts and lessons covered in the Framings program.

Engage your learners with this colorful poster that they can take home and share with their family members. One side of the poster features "The Flow of Your Money," displaying how consumers, financial institutions, government, businesses, and gloab partners monetarily interact. The other side includes key definitions learners can reference to understand these interactions more fully.
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Financial Foundations - Budgeting Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Budgeting Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Credit Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Credit Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Investing Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Investing Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Protection Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Protection Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Spending Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Spending Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 2 Course Outline, Presentation Decks, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Pathways
Class Prep Materials
Learner Level:
High School, Postsecondary
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Pathways Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Pathways Presenter's Guide, all five module Presentation Decks, Learner's Workbook, and several supplemental learning resources. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Pathways
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.
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Pathways
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.
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Pathways
PowerPoint Presentation - Comparing Schools & Costs
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 research average salaries based on education and specific career aspirations; learn the total cost of school and the difference between sticker price and net price; and compare total post-secondary expenses versus out-of-school annual salary, and calculate the return on investment.
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Pathways
PowerPoint Presentation - Financing School
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 the different options available to pay for college; reviews available college loans, various interest accumulation methods, and pay-back options; covers FAFSA basics and where to find additional support in completing the application; and covers how to compare financial aid packages.
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Pathways
PowerPoint Presentation - Managing Debt Accumulation
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 student debt accumulation relates to post-college finances; how to budget to limit student debt accumulation; how to spend and save money more wisely; and strategies for managing education expenses while still in school.
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Pathways
PowerPoint Presentation - Managing Debt After School
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 post-college living expenses; creating a budget for post-college life; options for loan restructuring and consolidation; and setting long-term financial goals that incorporate saving and debt management.
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Pathways
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.
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Pathways
Learner's Interactive Workbook
Learner Level:
High School
Resource type:
Virtual Learning, Workbooks
Role:
Student/Learner
This workbook aids learners in mapping out scenarios presented with their own personal goals and aspirations.

Deepen engagement and reinforce lessons covered with this interactive six-page workbook that begins with an opportunity for the learner to list goals in education, career, major purchases, having a family, travel, and retirement. Subsequent pages build on these personalized goals and how to achieve them through education and loans.
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Pathways
Learner's Poster
Learner Level:
High School, Postsecondary
Resource type:
Handouts, Supplementals
Role:
Student/Learner
This poster displays important markers along the post-high school path to success.

Engage your learners with this colorful poster. One side of the poster features "Pathways to Success," displaying in bullet points how career, education, and subsequent debt can shape your path. The other side is a larger visual of a five-step roadmap for plotting out decisions for career and college.
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Pathways
Financing School Handout - Do You Need Money for College or Career School?
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in understanding federal student aid options.

Deepen engagement and reinforce lessons with this eight-page handout covering the federal student aid application process, who gets federal student aid, types of aid, and more.
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Pathways
Financing School Handout - Aid At a Glance
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing all types of federal student aid, as well as further resources to explore.

Deepen engagement and reinforce lessons with this two-page handout outlining how to apply for aid, as well as the federal grants, loans, and work-study available.
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Pathways
Financing School Handout - Federal Grant Programs
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing grant terminology, as well as further resources to explore.

Deepen engagement and reinforce lessons with this handout outlining Pell Grants, TEACH grants, and service grants.
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Pathways
Financing School Handout - Federal Loan Programs
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing loan terminology, as well as further resources to explore.

Deepen engagement and reinforce lessons with this two-page handout covering direct subsidized and unsubsidized loans; direct plus loans; and federal student loans versus private student loans.
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Pathways
Managing Debt After School Handout - Repaying Your Loans
Learner Level:
High School, Postsecondary
Resource type:
Handouts
Role:
Student/Learner, Volunteer/Presenter
This handout aids learners in reviewing all types of federal student aid, as well as further resources to explore.

Deepen engagement and reinforce lessons with this nine-page handout outlining, with a checklist, how to repay federal student loans, and the different options for payment plans.
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SAFE - Goals and Tools
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Goals and Tools Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Goals and Tools Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Goals and Tools
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides direction for delivering all points within the lesson.

This 38-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
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SAFE - Goals and Tools
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 are included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: short-term, intermediate, and long-term financial goals; budget basics; needs vs. wants; managing accounts; and debit vs. credit.
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SAFE - Goals and Tools
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.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which includes: an inventory sheet for analyzing current financial standings; monthly payment and savings schedule; and financial goal-setting.
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SAFE - Income and Taxes
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Income and Taxes Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Income and Taxes Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Income and Taxes
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.
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SAFE - Income and Taxes
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.
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SAFE - Income and Taxes
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.
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SAFE - Credit and Debt
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit and Debt Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit and Debt Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Credit and Debt
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides you with detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience.

This 32-page guide contains an overview of content, including: working toward a high credit score, responsibilities as a borrower, how loans work, financing college, and the "Five Cs" of credit approval.
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SAFE - Credit and Debt
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 are included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: lending terms, types of loans, credit scores, borrowers' responsibilities, and large purchase planning.
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SAFE - Credit and Debt
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 taking on debt and establishing credit.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which covers: financing college; comparing credit cards; creating a debt payoff plan; and improving credit scores.
(2018)
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SAFE - Protecting Yourself
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protecting Yourself Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protecting Yourself Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Protecting Yourself
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, 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 32-page guide offers suggested transition statements between activities, and an overview of content, including: auto insurance basics, health insurance comparison, life insurance basics; and protection from identity theft.
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SAFE - Protecting Yourself
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 identity theft, and common types of insurance, including: auto, life, health, homeowners, renters and disability.
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SAFE - Protecting Yourself
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 securing protection in different facets of their lives.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: protection from identity theft; obtaining insurance; types of insurance; and tracking and monitoring coverage.
(2018)
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SAFE - Savings and Retirement
Class Prep Materials
Learner Level:
Postsecondary, Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Savings and Retirement Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Savings and Retirement Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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SAFE - Savings and Retirement
Presenter's Guide
Learner Level:
Postsecondary, Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
This Presenter's Guide provides direction for delivering all points within the lesson.

This 16-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
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SAFE - Savings and Retirement
PowerPoint Presentation
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 savings scenarios, inflation, compound interest, and investment decisions.
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SAFE - Savings and Retirement
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 saving for retirement.

Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: types of investments, mutual funds, employee retirement plans, medicare, and interactive action plans for meeting goals.
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Forward
Forward - Class Prep Materials
Learner Level:
Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Forward Class Prep Materials include the essential documents needed to present the program to learners.

This package includes materials for all four Forward modules, Presenter's/Facilitator's Guides (FG), Presentation Decks (PPT), Learner's Workbook (WB), and all supplemental class activities and materials. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Forward
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!
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Forward
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.
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Forward
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.
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Forward
Envisioning Activity Poster
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This poster has an image of elementary school children with the headline: What are the 2 most important things children should know about money? The answers below that read: Don't spend more than you make, and Save a little bit of any money you get.
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Forward
Envisioning Activity Materials - SMART Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios, with each of the 10 cards containing a word or question intended to spark thought.

These include: When will I reach this goal? and How will I know when it is done?
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Forward
Presenter's Guide - Funding 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.

This 39-page guide offers suggested transition statements between activities, and an overview of content, including: reviewing options for a savings account, how to open an account, creating a savings plan, and ideas for saving even more.
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Forward
PowerPoint Presentation - Funding 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: deciding where to put savings, how to automate savings, reducing expenses, creating a personal savings plan, and more.
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Forward
Funding Activity - Question Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common questions with these 8 cards.

Questions on the cards include: What is a savings plan? and What dollar amount is a good starting goal for an emergency fund?
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Forward
Funding Activity - 4Corner Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 4 cards, each offering an option for where to save your money.

Scenarios on the cards include saving money: in a secret spot at home; with a family member or friend; on a prepaid card; or in a savings/checking account.
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Forward
Presenter's Guide - Managing 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 43-page guide offers suggested transition statements between activities, and an overview of content, including: determining wants vs. needs vs. obligations; income scenarios; interpreting a pay stub; wage garnishment; and tracking income vs. expenses.
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Forward
PowerPoint Presentation - Managing 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: needs vs. wants; tracking and managing income; interpreting a pay stub; garnishment of wages, and more.
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Forward
Managing Activity - NOW Category Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these three simple category signs: need, want, or obligation.
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Forward
Managing Activity - Tabletop Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This is a simple 2-sided sign that reads "We're ready to share!" on one side, and "We're still working!" on the other side.
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Forward
Managing Activity - Potential Purchase Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 23 cards, each containing a word or phrase intended to spark thought about purchasing.

Phrases on the cards include: a reliable car; organic produce; health insurance; and a cell phone.
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Forward
Managing Activity - Income Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners create a personalized two-page worksheet.

Participants are able to fill out this Monthly Income and Resource Tracker to better understand the frequency and amount of payments and expenses.
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Forward
Managing Activity - Spending Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners work through common scenarios with this two-page worksheet.

Participants are able to fill out a Spending Tracker and a Spending Analysis to better understand payments and expenses.
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Forward
Presenter's Guide - Living 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 46-page guide offers suggested transition statements between activities, and an overview of content, including: tracking bills, prioritizing bills, responding to debt collectors, and creating a budget to fit cash flow.
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Forward
PowerPoint Presentation - Living 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 includes a 'Can it Happen to Me?' Activity; 'Getting a Handle on Bills' Activity; how to manage unexpected expenses; prioritizing when cash is short; creating a cash flow budget; and more.
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Forward
Living Activity - Debt Scenario Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 8 cards, each containing a a scenario intended to spark thought about debt.

Scenarios on the cards include: what to do if a debt collector is suing you; ideas for assessing credit assistance organizations; ideas for keeping records of debt.
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Forward
Living Activity - Cash Flow Budget Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through specific questions with these 4 follow-up cards.

Scenarios on the cards include: Why did the transportation amount in the budget exercise increase? and What is the beginning balance for week two?
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Volunteer Resources
Inclusive Language Guide
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The purpose of our Inclusive Language Guide is to encourage the use of language that welcomes all people, acknowledges, accepts, and celebrates differences, and includes rather than excludes.

Use this guide to become better informed on how to address diverse audiences when delivering programming. The guide includes important definitions, guiding principles, terms and phrases to avoid, and more.
(2022)
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Volunteer Resources
Website Tutorial - Accessing and Downloading Materials
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Logging In
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Site Layout and Navigation
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Volunteer Handbook
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
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Volunteer Resources
Instructions for Customizing Pathways Presentations
Learner Level:
High School, Postsecondary
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
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