Lesson Plans & Idea Links
Recommended by the Bankers that use them
South Carolina Department of Education
Financial Soccer (interactive, fun game)
Income Outcome (business simulation workshops)
Council for Economic Education
Council for Economic Education – Store
Financial Fitness for Life (economic & financial literacy program for grades K-12)
Federal Reserve Education (lesson plans, examples, publications…)
FDIC’s Money Smart Program
Choices (interactive decision-making workshop for teens)
Children’s Books with Related Economic/Financial Lesson
Deter. Detect. Defend. Avoid ID Theft
Red Flag Rules to Stem I.D. Theft Delayed
Don’t Jump at that Credit-Card Offer<
Q&A Credit Card Reform
Checklist for Comparing Credit Cards
What the Credit Card Bill of Rights Means for Consumers
South Carolina Department of Education – Financial Literacy
360 Degrees of Financial Literacy
Virginia Bankers Association Financial Literacy Tool Kit
Loot Links / Lesson Plans
Investor Education
Alliance for Investor Education (AIE)
American Association of Individual Investors (AAII)
American Association of Retired Persons (AARP)
American Savings Education Council (ASEC)
BetterInvesting (formerly known as NAIC)
America Saves
Council for Economic Education
Employee Benefit Research Institute (EBRI)
Financial Industry Regulatory Authority (FINRA)
Saveandinvest.org
Financial Planning Association (FPA)
First Nations Development Institute
Investor Protection Trust (IPT)
Jump$tart Coalition
Military Saves
Municipal Securities Rulemaking Board
Museum of American Finance
National Academy Foundation (NAF)
National Center on Education and the Economy (NCEE)
National Endowment for Financial Education (NEFE)
National Foundation for Credit Counseling
National Futures Association
Options Industry Council
Public Company Accounting Oversight Board
The Securities Industry and Financial Markets Association (SIFMA)
Society for Financial Education & Professional Development
U.S. Securities and Exchange Commission Investor.gov
Federal Reserve Banker Resources
See all Federal Reserve Resources
Insurance: Insurance: Your Protection (printable)
Financing: Financial Data from Federal Reserve Bank of St. Louis (printable)
Credit: How Credit Works (printable)
Fraud:
Identity Theft
Consumer Fraud Lesson Plan (printable)
Interest Rates: Interest Rate Data from Federal Reserve Bank of St. Louis (printable)
Saving & Investments: Saving & Investing (printable)
Personal Finance:
It’s Your Paycheck
Budgeting (printable)
Budgeting & Checking Activity (printable)
Budgeting Your Financial Resources (printable)
Making Decisions (printable)
Financial Literacy PDF from University of Vermont
Customizable Press Release Offers Financial Tips for College Freshman
As freshmen across the country begin their first semester of college, American Bankers Association (ABA) has developed a customizable press release that bankers can use to highlight tips to help them make the transition to financial independence. These tips include creating a budget, tracking spending, saving a little each month, opening an interest-bearing account and more. Download the press release.
The SCBA Recommends:
- Pictures Are Worth 1000+ Words— Take many pictures during financial literacy-related presentations. Share them with SCBA to be published in Palmetto Banker!
- Local Media— Try contacting your local media to document your time volunteering. Positive press is GREAT!
- Go To The Students— Connect to the students on a level they understand. Start a social media page (Twitter/Facebook…) that your bank will update frequently with updates, newsletters, event happenings, etc.