Financial Education
Deliver effective financial training
April 26, 2012
Financial Education
Guidance and Forms for Grantees
Financial education is an important part of every AFI project. Many participants say the financial education classes are among the most helpful aspects of AFI projects and saving money in IDAs. With strong financial education curricula, effective trainers, and steady followup with participants, AFI projects can profoundly affect the individuals and families they serve.
This section provides information and resources that AFI grantees and others promoting IDAs can use to strengthen their financial education strategies.
Completing the Financial Education Survey
- Information Sheet on Financial Education Survey
- 2011 AFI Financial Education Survey Frequently Asked Questions
- AFI Financial Education Survey
Effective Strategies and Tips
- Designing and Delivering Effective Financial Literacy Education for Adult Learners
- How to Energize Financial Education and Training
- Managing Credit Card Debt
- Financial Education Curricula
- Understanding Clients’ Needs Through Assessments
- Using Volunteers
Key Topics in Financial Education
- Core Competencies for Financial Education
- Assessing Your Financial Education Program
- Credit Scoring
- Financial Education and IDAs for Youth: First Steps
- Record Keeping
- Predatory Lending
- Understanding the Credit Card Act of 2009
- Additional Resources
Presentations on Financial Education Topics
- Presentation 1 - AFI Core Competencies for Financial Education: Part 1 of 2
- Presentation 2 - AFI Financial Education Assessment Tool: Part 2 of 2
- Presentation 3 - Protecting your Record: A Primer on Credit Reports and Credit Data
- Presentation 4 - The Rules of the Game: A Primer on Credit Scoring
- Presentation 5 - Green Money: Strategies for Reducing Home Energy Costs
- Presentation 6 - Saving and Investing in the New Economy
- Presentation 7 - Encouraging Participants to Plan: Budgeting Methods
- Presentation 8 - Partnering with Community-Based Tax Sites to Encourage Asset-Building
- Presentation 9 - Online Resources for Financial Management
Financial Education Training Manual for Trainers
- Financial Education Training Manual for Trainers: Level I
- Financial Education Training Manual for Trainers: Level II
Toolkits: Using the Money Smart Curriculum in Your IDA Project
- Recorded Webinar: Guidance on How to Use the Toolkit Series
- Introduction to the Money Smart Toolkit Series
- Toolkit 1 - Bank on It
- Toolkit 2 - Borrowing Basics
- Toolkit 3 - Check it Out
- Toolkit 4 - Money Matters
- Toolkit 5 - Pay Yourself First
- Toolkit 6 - Keep It Safe
- Toolkit 7 - To Your Credit
- Toolkit 8 - Charge It Right
- Toolkit 9 - Loan to Own
- Toolkit 10 - Your Own Home