Browse By Topic - Financial Education
Topic Snapshot
Topic Snapshot: Financial Education (2011) -- Available formats: html
Overview of resources available for this topic.General
KtoC Program (2011) -- Available formats: ppt
Powerpoint of the KtoC ProgramSample Documents
Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Estimating Monthly Expenses (2000) -- Available formats: html word
A tool to help potential borrowers understand their monthly expenses.Entrepreneurial Self-Assessment Survey (unknown) -- Available formats: rtf
Entrepreneurial Self-Assessment Survey was produced by the Women’s Initiative for Self-Employment. This tool helps would-be entrepreneurs gauge how well self-employment may work for them.Toolkits
Self Assessment Tool for Individuals Considering Home-Based Employment (2007) -- Available formats: rtf
This is a questionnaire for an individuals to use when considering self employment It includes a look at the individual's knowledge and skills and interest.Estimating Monthly Expenses (2000) -- Available formats: html word
A tool to help potential borrowers understand their monthly expenses.Entrepreneurial Self-Assessment Survey (unknown) -- Available formats: rtf
Entrepreneurial Self-Assessment Survey was produced by the Women’s Initiative for Self-Employment. This tool helps would-be entrepreneurs gauge how well self-employment may work for them.Training Materials
Curricula used by AFPS to provide Financial Literacy education (2009) -- Available formats: rtf
Describes Financial Literacy curricula used, in matrix form showing accessibility, and origin of each.Curricula used by AFPS to provide Financial Literacy education (2009) -- Available formats: rtf
This lists the curricula that various loan programs use or have developed for financial literacy training.Possible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
Funding sources as identified by users of the Community Development Banking listservWATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Wealth Building for Persons with Disabilities - by Abby Cooper (2009) -- Available formats: ppt
This provides an overview of the importance of building assets for people with disabilities.Washington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Building Your Financial Future (2006) -- Available formats: ppt rtf
Michigan Financial Literacy Training CurriculumCurriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Making Smart Choices (2006) -- Available formats: rtf
Alpha One's financial literacy curriculum, November 2006Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Legislation
Consumer Counseling (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsTeleconferences
Financial Literacy Part I - March 19th 2013 (2013) -- Available formats: mp3
This teleconference introduced loan program directors and staff to financial literacy as an option for loan programs. Kathy Gilman from Washington spoke about how financial literacy training has been successfully incorporated into AFP and other loan programs, and how this can strengthen the integrity and portfolio of a program.Application Red Flags - Low Credit Scores and other Credit Issues (2012) -- Available formats: ppt
Cheryl Fatnassi from VT and Milissa Gofourth from OK present on application red flags, and discuss possible solutions for programs when faced with borderline applications.Red Flags Teleconference Recording (2012) -- Available formats: mp3
The audio recording for the May 9th teleconference on Application Red FlagsWhat's New in Asset Development (2012) -- Available formats: mp3
Tom Foley, Deputy Director of the World Institute on Disability, presents on the current state of Asset Development and how to incorporate this into a financial loan program.WATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Marketing Borrower Support and Measuring Success - April 14, 2008 (2008) -- Available formats: rtf mp3
This teleconference highlights how loan programs can market their services to their borrowers and potential applicants. Patti Lind facilitates group discussion to look at how to determine the impact of these services on your program.Marketing Borrower Support and Measuring Success - April 14, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how to market the borrower supprt services thatyour program provides and how to estblish metrics that can evaluate your success. It describes both direct and indirect marketing and also long term outcomes, such as the impact on the portfolio and demographics of borrowers, of successful service provision.Setting Up Borrower Support Services Internally - March 17, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around how a loan program can use in-house expertise to set up services for borrowers. Discussion includes looking for funding sources and staffing the services.Setting Up Borrower Support Services Internally - March 17, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how a loan program can provide services to borrowers internally. It examines the expertise in house and how a loan program can gauge current as well as future needs. It also discussed the importance of staffing up to provide services and funding sources for the se services.Setting Up Borrower Support Services with Partners - February 25, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around finding partners that offer support services and offers ways to partner with them. Participants describe some of the support services in their states and how borrowers could benefit from them.Setting Up Borrower Support Services with Partners - February 25, 2008 - Power point (2008) -- Available formats: ppt
This presentation explores the services of external partners that can be provided to borrowers. Determining the services needed and potential partners are discussed.Washington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.What are Borrower Supports and Why are They Important - January 28, 2008 - Power point (2008) -- Available formats: ppt
This presentation describes the challenge of offering supports and the benefits of having more bankable borrowers because of supports. It provides some examples of supports that can be offered to the applicants and borrowers and the impact that good service can have on the loanprogram; it also discusses enlisting Board support for the new services.What are Borrower Supports and Why are They Important? - January 28, 2008 (2008) -- Available formats: rtf mp3
Loan programs often offer borrower supports, such as financial literacy training, credit counseling, and pre-loan qualifying to their customers. In this first call in the series, participants discuss the various supports that loan programs could offer and the benefits of these services to both the customers and the loan programs. Patti Lind from the Abilities Fund facilitates the discussion.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Meetings
Self Assessment Tool for Individuals Considering Home-Based Employment (2007) -- Available formats: rtf
This is a questionnaire for an individuals to use when considering self employment It includes a look at the individual's knowledge and skills and interest.Organizational Resources
Possible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
Funding sources as identified by users of the Community Development Banking listservPossible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
This document lists sources of funding for financial literacy training.
