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Financial Foundations - Budgeting Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Budgeting Level 1
Course Outline - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Budgeting Level 1 Outline includes links to materials that cover: Wealth, Savings Plans, and Net Worth.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Budgeting Level 1
PowerPoint Presentation - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 1 PowerPoint Presentation directly reflects that covered in the Budgeting Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Budgeting Level 1
Webinar Presentation - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Budgeting Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Budgeting Level 1
Learner's Workbook - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 1 Workbook covers the concept of wealth and what it means to individuals. How to create SMART goals and spending and savings plans to attain wealth is also covered, and net worth and cash flow are explained.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Budgeting Level 1
Workbook Answer Key - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 1 Answer Key provides answers to workbook activities that cover: Wealth, Savings Plans, and Net Worth.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Budgeting Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Budgeting 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Budgeting 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Course Outline - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Budgeting Level 2 Outline includes links to materials that cover: Budget Tracking, Budget Optimizing, and Managing the Unexpected.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
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Financial Foundations - Budgeting Level 2
PowerPoint Presentation - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 2 PowerPoint Presentation directly reflects that covered in the Budgeting Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Webinar Presentation - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Budgeting Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Budgeting Level 2
Learner's Workbook - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 2 Workbook covers how to develop a budget tracking system that is right for individuals and their financial situations. Strategies to help learners maximize savings and plan for the unexpected are also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Budgeting Level 2
Workbook Answer Key - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 2 Answer Key provides answers to workbook activities that cover: Budget Tracking, Budget Optimizing, and Managing the Unexpected.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Credit Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Credit Level 1
Course Outline - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Credit Level 1 Outline includes links to materials that cover: Debt, Borrowing, and Credit Reports.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
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Financial Foundations - Credit Level 1
PowerPoint Presentation - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Credit Level 1 PowerPoint Presentation directly reflects that covered in the Credit Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Credit Level 1
Webinar Presentation - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Credit Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Credit Level 1
Learner's Workbook - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Credit Level 1 Workbook covers how debt accumulation can be positively leveraged or become a crippling burden. How lenders use credit reports and scores to measure one's credit worthiness is also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key credit concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various credit strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Credit Level 1
Workbook Answer Key - Create Your Credit Persona
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 1 Answer Key provides answers to workbook activities that cover: Debt, Borrowing, and Credit Reports.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Credit Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Credit 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Credit 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Credit Level 2
Course Outline - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Credit Level 2 Outline includes links to materials that cover: Loan Types, Debt Repayment, and Debt Management.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
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Financial Foundations - Credit Level 2
PowerPoint Presentation - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Credit Level 2 PowerPoint Presentation directly reflects that covered in the Credit Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Credit Level 2
Webinar Presentation - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Credit Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Credit Level 2
Learner's Workbook - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Credit Level 2 Workbook covers various loan types, how to calculate debt repayment totals, and the pitfalls of poor debt management.

Engage your middle and high school learners with our activity-based workbooks that each cover three key credit concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various credit strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Credit Level 2
Workbook Answer Key - Leverage Loans to Finance Goals
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Credit Level 2 Answer Key provides answers to workbook activities that cover: Loan Types, Debt Repayment, and Debt Management.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Investing Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Investing Level 1
Course Outline - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Investing Level 1 Outline includes links to materials that cover: Time Value of Money, Compound Interest, and Risk and Return.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Investing Level 1
PowerPoint Presentation - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Investing Level 1 PowerPoint Presentation directly reflects that covered in the Investing Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Investing Level 1
Webinar Presentation - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Investing Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Investing Level 1
Learner's Workbook - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Investing Level 1 Workbook introduces the power of compound interest and the basics of investing, which can be used to maximize future returns.

Engage your middle and high school learners with our activity-based workbooks that each cover three key investing concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various investing strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Investing Level 1
Workbook Answer Key - Get Inspired by the Time Value of Money
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 1 Answer Key provides answers to workbook activities that cover: Time Value of Money, Compound Interest, and Risk and Return.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Investing Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Investing 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Investing 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Investing Level 2
Course Outline - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Investing Level 2 Outline includes links to materials that cover: Optimized Investing, Retirement Vehicles, and Investor Types.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Investing Level 2
PowerPoint Presentation - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Investing Level 2 PowerPoint Presentation directly reflects that covered in the Investing Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Investing Level 2
Webinar Presentation - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Investing Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Investing Level 2
Learner's Workbook - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Investing Level 2 Workbook introduces various investing strategies and retirement vehicles, while helping learners better understand the type of investor they may be.

Engage your middle and high school learners with our activity-based workbooks that each cover three key investing concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various investing strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Investing Level 2
Workbook Answer Key - Understand Retirement Vehicles
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Investing Level 2 Answer Key provides answers to workbook activities that cover: Optimized Investing, Retirement Vehicles, and Investor Types.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Protection Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Protection Level 1
Course Outline - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Protection Level 1 Outline includes links to materials that cover: Managing Risk, Financial Protection, and Personal Insurance.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Protection Level 1
PowerPoint Presentation - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Protection Level 1 PowerPoint Presentation directly reflects that covered in the Protection Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Protection Level 1
Webinar Presentation - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Protection Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Protection Level 1
Learner's Workbook - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Protection Level 1 Workbook highlights approaches to managing risk and minimizing financial loss. Types of insurance that are necessary components of a strong financial plan are also explored.

Engage your middle and high school learners with our activity-based workbooks that each cover three key risk management topics. Two levels are available. Level 1 modules include foundational elements to establish learning of various insurance concepts. Level 2 modules build upon these elements to include various fraud protection strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Protection Level 1
Workbook Answer Key - Manage Risk with Insurance
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 1 Answer Key provides answers to workbook activities that cover: Managing Risk, Financial Protection, and Personal Insurance.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Protection Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Protection 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Protection 2 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Protection Level 2
Course Outline - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Protection Level 2 Outline includes links to materials that cover: Consumer Fraud, Fraud Protection, and Fraud Recovery.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
(2021)
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Financial Foundations - Protection Level 2
PowerPoint Presentation - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Protection Level 2 PowerPoint Presentation directly reflects that covered in the Protection Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Protection Level 2
Webinar Presentation - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Protection Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Protection Level 2
Learner's Workbook - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Potection Level 2 Workbook presents the various types of consumer fraud that exist and provides guidance on how to avoid becoming a victim. Steps one should take if they become an identity theft victim are also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key risk management topics. Two levels are available. Level 1 modules include foundational elements to establish learning of various insurance concepts. Level 2 modules build upon these elements to include various fraud protection strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
Download: Direct | Box
Financial Foundations - Protection Level 2
Workbook Answer Key - Prevent or Recover from Fraud
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Protection Level 2 Answer Key provides answers to workbook activities that cover: Consumer Fraud, Fraud Protection, and Fraud Recovery.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
Download: Direct | Box
Financial Foundations - Spending Level 1
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 1 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 1 Course Outline, Presentation Decks, Learner's Workbook, and Workbook Answer Key. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
Download: Direct | Box
Financial Foundations - Spending Level 1
Course Outline - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Spending Level 1 Outline includes links to materials that cover: Financial Services, Financial Institutions, and Fee Reduction.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
Download: Direct | Box
Financial Foundations - Spending Level 1
PowerPoint Presentation - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Spending Level 1 PowerPoint Presentation directly reflects that covered in the Spending Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
Download: Direct | Box
Financial Foundations - Spending Level 1
Webinar Presentation - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Spending Level 1 Webinar Presentation includes slides that cover Level 1 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
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Financial Foundations - Spending Level 1
Learner's Workbook - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Spending Level 1 Workbook covers available financial services and how to choose the right account and financial institution. The importance of minimizing cash management fees is highlighted.

Engage your middle and high school learners with our activity-based workbooks that each cover three key banking/spending concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various large purchase planning strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Financial Foundations - Spending Level 1
Workbook Answer Key - Tools and Services to Manage and Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Supplementals
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Spending Level 1 Answer Key provides answers to workbook activities that cover: Financial Services, Financial Institutions, and Fee Reduction.

Supplement your learning materials with answer keys to our various workbooks. Calculations and responses to objective questions are included to ensure learners are provided accurate feedback.
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Financial Foundations - Spending Level 2
Class Prep Materials
Learner Level:
Middle School, High School
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Spending 2 Class Prep Materials include the essential documents needed to present the program to learners.

This package includes the Spending 2 Course Outline, Presentation Decks, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Financial Foundations - Spending Level 2
Course Outline - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Supplementals
Role:
Educator/Host, Parent/Guardian
Spending Level 2 Outline includes links to materials that cover: Smart Buying, Car Purchasing, and Home Purchasing.

Slot ready-made personal finance materials into your existing lesson plans using our course outlines designed for educators and group leaders. Outlines include links to presentation decks, workbooks, and answer keys, as well as available supplemental videos. Outlines are organized around key learning objectives, concepts, and takeaways.
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Financial Foundations - Spending Level 2
PowerPoint Presentation - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Spending Level 2 PowerPoint Presentation directly reflects that covered in the Spending Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
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Financial Foundations - Spending Level 2
Webinar Presentation - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Presentation Decks, Virtual Learning
Role:
Volunteer/Presenter
Spending Level 2 Webinar Presentation includes slides that cover Level 2 concepts without accompanying workbook activities.

Use these shortened PowerPoint presentation decks only for time-limiting remote learning opportunities. These scaled down decks reduce lessons to essential concepts, omitting the inclusion of activities to ensure basics are covered when limited time is available. Developed to address video conferencing fatigue, these abridged versions of our full presentation decks should only be employed under special circumstances.
Download: Direct | Box
Financial Foundations - Spending Level 2
Learner's Workbook - Take Control of Large Purchase Planning
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Spending Level 2 Workbook introduces the steps to make smart buying decisions that align with one's financial goals. Purchasing of typical big-ticket items is covered to help illustrate this smart buying process.

Engage your middle and high school learners with our activity-based workbooks that each cover three key banking/spending concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various large purchase planning strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
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Volunteer Resources
Inclusive Language Guide
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
The purpose of our Inclusive Language Guide is to encourage the use of language that welcomes all people, acknowledges, accepts, and celebrates differences, and includes rather than excludes.

Use this guide to become better informed on how to address diverse audiences when delivering programming. The guide includes important definitions, guiding principles, terms and phrases to avoid, and more.
(2022)
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Volunteer Resources
Supplemental Activity - Financial Foundations SMART Goals
Learner Level:
Middle School, High School
Resource type:
Activities, Supplementals, Volunteer Resources, Worksheets
Role:
Student/Learner, Volunteer/Presenter
Applying the SMART Goals process and the key concepts covered in the Foundations program, learners can use this fillable form to list out financial goals they believe have the most impact on their lives. The SMART Goals worksheet allows learners to enter short, intermediate, and long-term goals and save for reference later.

Extend learning byond the classroom with our supplemental activities that reinforce lessons covered in class.
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Volunteer Resources
Website Tutorial - Accessing and Downloading Materials
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Logging In
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Website Tutorial - Site Layout and Navigation
Learner Level:
Resource type:
Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
Video: Watch
Volunteer Resources
Volunteer Handbook
Learner Level:
Elementary School, Middle School, High School, Postsecondary, Adult Learning
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
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Volunteer Resources
Foundations Redesign Overview Video
Learner Level:
Middle School, High School
Resource type:
Videos, Volunteer Resources
Role:
Volunteer/Presenter
Video: Watch
Volunteer Resources
Foundations Video Lessons
Learner Level:
Middle School, High School
Resource type:
Videos, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Video: Watch
Volunteer Resources
Instructions for Customizing Pathways Presentations
Learner Level:
High School, Postsecondary
Resource type:
Volunteer Resources
Role:
Volunteer/Presenter
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