Assets for Independence Resource Center
 

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.

Resource Categories
Guide to Financial Education Resources on IDAResources.org

Guide to Financial Education Resources on IDAResources.org


Effective Strategies and Tips

Coaching: How to Develop and Manage a One-on-One Coaching Program

Teaching Participants about Using Cash Flow

Budgeting: Making it Work for Participants

Teaching Participants about Key Insurance Terms

Financial Education Certification: The Right Tool?

Rural Delivery of Financial Education: On-line and In-Person

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

Saving and Investing Principles in the New Economy

Core Competencies for Financial Education

Assessing Your Financial Education Program

Models for Financial Education and Linking to Real Life

Buying Foreclosed Homes: Risks and Rewards

Credit Scoring

Financial Education and IDAs for Youth: First Steps

Predatory Lending

Record Keeping

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: Level I

Chapter 1 - Training Agenda and Background

Chapter 2 - Training Opener

Chapter 3 - Asset Building

Chapter 4 - Psychology of Money and a Theory of Change

Chapter 5 - Other Approaches to Financial Education

Chapter 6 - Adult Learning Principles

Chapter 7 - Effective and Engaging Facilitation

Chapter 8 - New Approaches and Ideas

Chapter 9 - Media and Economic Literacy

Chapter 10 - Approaches to Assessment and Evaluation

Chapter 11 - Determining Facilitator and Trainer Efficacy

Chapter 12 - Making and Keeping a Budget

Chapter 13 - Using Credit

Chapter 14 - Appendix of Additional Resources


Financial Education Training Manual for Trainers: Level II

Chapter 1 - Training Agenda and Background

Chapter 2 - Training Opener

Chapter 3 - Introductions and Training Overview

Chapter 4 - Overview of Credit Scoring

Chapter 5 - Principles of Saving and Investing

Chapter 6 - Asset Protection

Chapter 7 - AFI Core Competencies and the Assessment Instrument

Chapter 8 - Behavioral Economics and Motivation

Chapter 9 - Consumer Rights and Responsibilities

Chapter 10 - Life Cycle: Life Stage Budgeting

Chapter 11 - Resource Appendix


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


Building Assets * Building Stronger Families

Overview

Module 1 – Money Talk

Module 2 – Family Assets

Module 3 – Money Value & Attitudes

Module 4 – Family Dreams & Goals

Module 5 – Family Budgeting

Module 6 – Family Saving

Module 7 – Banking & Investment

Module 8 – Credit & Debt

Additional Resources


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