Start your journey to financial success

Take your students on a financial literacy journey this semester with a turn-key suite of resources that will give them the skills and habits they need to be financially successful when they leave your classroom. These self-contained financial literacy units are crafted for flexible use as single-class learning experiences or thematic units. Select a unit below to view more information.

Unit 1

Being Financially Responsible

Learn how to manage money wisely. These resources will provide a strong foundation for building a financially responsible future.

Topics

  • One

    Imagining Your Financial Future

  • Two

    Setting Smart Goals

  • Three

    Examine Money Habits

  • Four

    Budgeting For Success

  • Five

    Spending Wisely

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Unit 2

Using Financial Services

The number and scope of services offered by banks and other financial institutions are different now and seem to grow by the day. These resources will provide insight into this growing landscape to safely and efficiently achieve financial goals.

Topics

  • One

    Understanding Financial Institutions

  • Two

    Deciding Where and How to Bank

  • Three

    Opening New Accounts

  • Four

    Using Mobile Banking

  • Five

    Making Everyday Purchases

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Unit 3

Financing Your Future

For many young people, the path to higher education can be a daunting one with long lists of deadlines to meet and forms to complete. Use these tools to map out the journey for your students and deftly maneuver through higher education financing options.

Topics

  • One

    Exploring Earning Potential

  • Two

    Weighing Your Career Options

  • Three

    Choosing Your Path After High School

  • Four

    Financing Further Education

  • Five

    Understanding Education Financing Options

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Unit 4

Getting Paid

Following one’s passions can result in getting the job you’ve always dreamed of, but what are the other factors that your students need to consider? This unit will provide students with the tools they’ll need to navigate the working world–both before and after they’ve landed that perfect position.

Topics

  • One

    Preparing For Work

  • Two

    Calculating Different Types of Pay

  • Three

    Comparing Job Offers

  • Four

    Paying Taxes

  • Five

    Creating Your Own Job

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Unit 5

Paying Yourself First

Once young people start earning money, it can be a challenge determining how to allocate it. This unit will provide students with the tools and best practices to saving money, setting saving goals, and growing savings through interest.

Topics

  • One

    Deciding to Save Money

  • Two

    Setting Savings Goals

  • Three

    Finding Money to Save

  • Four

    Growing Savings Through Interest

  • Five

    Choosing a Savings Method

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Unit 6

Using Credit Wisely

Credit cards can be an essential tool for borrowing money and managing debt. Introduce your students to using credit cards, understanding credit scores, and how to manage debt.

Topics

  • One

    Understanding Credit

  • Two

    Deciding When to Use Credit

  • Three

    Checking Your Credit Report

  • Four

    Improving Your Credit Score

  • Five

    Managing Debt

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Unit 7

Making Major Financial Decisions

From paying for or financing major purchases to choosing an insurance plan, teach your students how to make informed choices when it comes to making major financial decisions.

Topics

  • One

    Paying for a Vehicle

  • Two

    Renting or Buying a Home

  • Three

    Understanding Insurance

  • Four

    Choosing an Insurance Plan

  • Five

    Understanding Your Consumer Rights

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Unit 8

Growing and Protecting Your Finances

Once young people have established a financial base, ensuring their money is protected is key to financial stability. Give your students the tools to understand how to responsibly invest to grow and protect their finances.

Topics

  • One

    Understanding Investing Options

  • Two

    Building a Diversified Portfolio

  • Three

    Making Charitable Donations

  • Four

    Avoiding Financial Fraud

  • Five

    Getting Help with Financial Decisions

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