Financial Literacy Update
May/June 2012 The Office of the Comptroller of the Currency (OCC)'s Financial Literacy Update is a bimonthly e-newsletter that reports upcoming financial literacy events, new initiatives, and related resources of the OCC and other government agencies and organizations. Financial Literacy Update provides brief descriptions and Web links for upcoming events in chronological order. It lists new initiatives and resources (with Web links) in alphabetical order. We welcome your feedback. Have an upcoming financial literacy even, new tool, or product? Please e-mail us at CommunityAffairs@occ.treas.gov. Online versions of Financial Literacy Update are available at www.occ.gov/flu.
Updates as of May 21, 2012 Keys to Financial Success
The Federal Bank of Philadelphia offers this curriculum for teaching personal finance to high school students. Keys to Financial Success is composed of 54 lessons designed to teach personal finance using active and collaborative learning and is offered free of charge to schools and teachers. 2012 Research Questions and Priorities
The Financial Literacy and Education Commission's (FLEC) Research and Evaluation Working Group offers its Research Questions and Priorities for 2012. The purpose of this document is to address the most important research issues facing the financial education field, reduce duplication and make the best use of limited research dollars. National Institute of Financial and Economic Literacy - Teacher Training
June 18-22, 2012 (Madison, Wis.)
The Wisconsin Jump$tart Coalition presents "Paychecks, Financial Contracts and Entrepreneurship," one of three nationally recognized teacher training sessions for financial education. The training includes an analysis of renting, home buying, education planning, car buying, the anatomy of a paycheck and entrepreneurship. Attendees may receive reduced tuition and earn three graduate credits. Teacher Training
June 25 - 29, 2012
The Federal Reserve Bank of Philadelphia and the Delaware Council for Economic Education sponsor this week-long teacher training program featuring the Keys to Financial Success curriculum. The training is offered free to schools that commit to offering the Keys to Financial Success course at least once per academic year. For more information contact the Federal Reserve Bank of Philadelphia. National Institute of Financial and Economic Literacy Teacher Training
July 9 - 13, 2012 (Madison, Wis.)
Investor Education, Economics and Insurance
The Wisconsin Jump$tart Coalition is presents "Investor Education, Economics and Insurance," one of three nationally recognized teacher training sessions for financial education. The training covers investor education, the economic way of thinking, and insurance education. Attendees may receive reduced tuition and earn three graduate credits. Making Sense of Money and Banking
July 16 - 20, 2012 (Philadelphia, Pa.)
The Federal Reserve Bank of Philadelphia sponsors this 5-day teacher training about money, banking and the Federal Reserve System. National Institute of Financial and Economic Literacy Teacher Training
July 30 - August 3, 2012 (Madison, Wis.)
Credit and Money The Wisconsin Jump$tart Coalition is presents "Credit and Money," one of three nationally recognized teacher training sessions for financial education. The training covers budgeting, consumption, credit education, money and inflation. Attendees may receive reduced tuition and earn three graduate credits. Upcoming Events Money Smart Study
Nationwide
The Federal Deposit Insurance Corporation (FDIC) is evaluating how its Money Smart for Young Adults curriculum helps students handle money. The FDIC is seeking help from organizations planning to use the curriculum for students from ages 14 to 18. Selected organizations provide feedback and have their students take pre- and post-training surveys. Selected organizations receive a stipend for participating. To learn more, visit the FDIC’s Money Smart Web site, e-mail communityaffairs@fdic.gov, or call (800) 287-1581. Teacher Workshops, Events in Southern U.S.
May–July 2012
The Federal Reserve Bank of Atlanta sponsors numerous teacher workshops and events in Alabama, Florida, Georgia, Louisiana, Mississippi, and Tennessee. Kentucky Jump$tart Teacher of the Year
May 1, 2012 (Statewide)
The Kentucky Jump$tart Coalition will honor a Kentucky teacher for kindergarten through 12th grade who demonstrates exceptional commitment to teaching financial literacy topics and motivating students to learn about personal finance. The winner receives a $250 cash award. The deadline to enter is May 1. MoneyWi$e Week Jacksonville, Fla.
May 7–11, 2012 (Jacksonville)
The First Annual Jacksonville MoneyWi$e Week offers programs, classes, and activities for all ages and income levels and is designed to help consumers better manage their personal finances. MoneySmarts for New Hampshire Teachers
May 9, 2012 (Concord)
The New Hampshire Jump$tart Coalition offers this one-day conference to expand educators’ personal financial literacy skills, enhance current curriculums, and advance the use of financial education curriculums in classrooms. 24th Annual University of Maryland Extension Personal Finance Seminar for Professionals
May 16–18, 2012 (Annapolis, Md.)
The University of Maryland Extension hosts this three-day conference on consumer spending issues for personal finance professionals. Financial Literacy and Education Commission
May 22, 2012 (Washington, D.C.)
The U.S. Department of the Treasury’s Financial Literacy and Education Commission is having its next quarterly meeting. The commission represents 21 entities and supports efforts by the government and private sector to promote financial education. The commission coordinates the federal government’s financial education efforts; identifies and promotes best practices; promotes the National Strategy for Financial Literacy; and manages the MyMoney.gov Web site. Exploring Economics: Workshop for Secondary Teachers in Louisiana
June 5, 2012 (Hammond, La.)
The Federal Reserve Bank of Dallas sponsors this workshop to help teachers integrate economic concepts into classroom instruction. Tennessee Jump$tart Personal Financial Education Teacher Conference
June 6–8, 2012 (Gatlinburg, Tenn.)
Tennessee Jump$tart hosts this annual personal finance conference for educators. The conference fulfills the employment requirement for secondary school educators who teach Tennessee’s required high school personal finance course. 7th Annual Underbanked Financial Services Forum
June 13–15, 2012 (San Francisco, Calif.)
The Center for Financial Services Innovation and American Banker host this forum, which offers sessions on credit, payments, and deposits. The forum explores how to spur innovation through opportunities for the financial services marketplace to create value for the industry while also making people’s lives better. The forum highlights groundbreaking innovations and showcases efforts by leading financial services providers to help underserved consumers move toward financial prosperity. Jump$tart Financial Literacy Luncheon in Alabama
June 13, 2012 (Birmingham, Ala.)
The Federal Reserve Bank of Atlanta’s Birmingham branch and the Alabama Jump$tart Coalition sponsor this luncheon for school administrators and educators to explore financial education topics for the classroom. The lunch is free, and registration is on a first-come, first-served basis. Personal Finance Training for Teachers in Tennessee
June 14–15, 2012 (Chattanooga)
June 21–22, 2012 (Cookeville and Knoxville)
June 27–28, 2012 (Huntingdon and Jonesborough)
July 11–12, 2012 (Nashville)
September 27–28, 2012 (Knoxville)
The University of Tennessee Extension hosts a two-day workshop to help educators learn more about personal finance and obtain resources to help them teach personal finance effectively. The program satisfies the 14 hours of training required by the Tennessee Department of Education for those who teach personal finance in high schools. Economics Boot Camp in Texas
June 18–20, 2012 (Houston)
July 17–19, 2012 (Dallas)
July 25–27, 2012 (San Antonio)
August 8–10, 2012 (El Paso)
The Federal Reserve Bank of Dallas presents four three-day workshops that provide economics teachers training in course-specific content. The workshop is designed for teachers with little or no economics experience. Advanced Placement Economics in Missouri
June 20–22, 2012 (St. Louis, Mo.)
The Federal Reserve Bank of St. Louis sponsors this three-day workshop, which demonstrates engaging economics lessons, interactive online programs, and whiteboard applications developed specifically for Advanced Placement classes. Texas Workshops: U.S. History Through an Economic Lens
June 21–22, 2012 (Houston)
August 2–3, 2012 (Dallas)
The Federal Reserve Bank of Dallas presents two two-day workshops that incorporate economic concepts into U.S. history courses. National Training for Teachers
June 25–28, 2012 (Tucson, Ariz.)
The Family Economics and Financial Education (FEFE) hosts this three-day national training conference for Arizona teachers. The conference provides educators with interactive workshops, modeling lesson plan activities, and ready-to-teach curriculum materials. Making Sense of Money and Banking, a Philadelphia Workshop for Teachers
July 16–20, 2012 (Philadelphia, Pa.)
The Federal Reserve Bank of Philadelphia sponsors this five-day workshop, which covers money, banking and the Federal Reserve System. Emphasis is placed on active- and collaborative-learning teaching methods and curriculums for teaching money and banking in K-12 classrooms. Participants must attend all five days and will earn professional development credit. East Coast Educator Training
July 30–August 1, 2012
Family Economics and Financial Education (FEFE) hosts this three-day training conference to provide Maryland educators with interactive workshops, model lesson planning activities, and ready-to-teach curriculum materials. Lessons, Activities for Texas Teachers’ Interactive Whiteboards
August 1, 2012 (Dallas, Texas)
August 15, 2012 (San Antonio, Texas)
The Federal Reserve Bank of Dallas sponsors these one-day conferences for teachers with access to interactive whiteboards in their classrooms. New interactive content focuses on economics and personal finance instruction. Summer Educator Conference in Arkansas
August 7, 2012 (Little Rock, Ark.)
The Arkansas Jump$tart Coalition sponsors this conference, which includes presentations from coalition members and culminates with a live, video presentation from Federal Reserve Chairman Ben Bernanke on the importance of personal financial education. Financial Literacy Leadership Conference in Washington, D.C.
October 15–16, 2012 (Washington, D.C.)
The Society for Financial Education and Professional Development hosts this fifth annual Financial Literacy Leadership Conference. The theme is Financial Literacy: A Tool. Attendees will gain important information and strategies for enhancing financial literacy of Americans. Nationwide Get Smart About Credit Day 2012
October 18, 2012 (Nationwide)
The American Bankers Association Education Foundation sponsors this event to connect bankers with students and other young adults. The goal is to help participants better understand credit and use credit responsibly. New Initiatives Money as You Grow
Created by Beth Kobliner, a member of the President’s Advisory Council on Financial Capability, this Web site encourages families to talk about money and identifies 20 money milestones for children from pre-kindergarten through college. Ready.Save.Grow.
The U.S. Department of the Treasury offers Ready.Set.Grow, a public education campaign that encourages Americans to use U.S. Treasury securities as a safe and convenient way to save. New Resources 4-H Build a Million Club
This program offered by eXtension is designed to educate youth on the ins and outs of investing, budgeting, credit cards, stocks, and many other aspects of personal finance. AARP Social Security Benefits Calculator
AARP offers this free calculator to estimate Social Security benefits and to help determine the best time to claim Social Security benefits. The calculator is also available in Spanish. Credit Score Quiz, en Español
The Consumer Federation of America and VantageScore offer the Credit Score Quiz in Spanish so consumers can test their knowledge of credit scores. The site also offers useful information about credit reports. Financial Workshop Kits
Created by the National Endowment for Financial Education (NEFE), the Financial Workshop Kits contain information needed to create engaging and meaningful financial education programs. FINRA Broker Check
BrokerCheck is a free tool to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers. FINRA is the Financial Industry Regulatory Authority, the regulator for securities firms doing business in the United States. MyMoney.Gov
MyMoney.gov is the U.S. government’s Web site dedicated to teaching all Americans the basics about financial education. My Classroom Economy
Vanguard Group’s curriculum enables educators to teach financial responsibility through fun, experiential learning. |
