Financial habits, attitudes, behaviors in money classes

The Issue: How to start a series of money classes with an engaging session that covers financial habits, attitudes and behaviors. Who: Jean Dempster and Janet Smith are Asset Development Trainers [...]

Workplace Financial Education for Employees

The Issue: How to offer an engaging first personal finance education class that appeals to students and partner organizations. Also, how to help attendees understand their underlying financial [...]

Financial education classes and train-the-trainer for financial educators

The Issue: How to lay a foundation for financial skills by getting students to understand the role of habits, attitudes, emotions and behaviors in their own personal finances. Who: Saundra Davis [...]

Money Mentors Learn About Financial Behaviors to Relate Better To Clients

The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives [...]

Credit Union Training on Financial Behaviors, Emotions and Attitudes

The Issue: How to train financial services professionals to easily understand the emotional and behavioral side of finance to better relate to financial clients. Who: Joanie Davis, Community [...]

Budgeting and Personal Finance Classes in Relationship Education

The Issue: How to deliver effective budgeting and personal finance classes within healthy relationship education. Who: Deborah Gunn is the program manager for First Things First’s federally [...]

Youth Financial Empowerment Initiative: Financial Literacy for Parents and Kids

The Issue: How to get parents and kids to feel comfortable discussing financial topics in a long-term financial literacy program – and better relate to each other around the difficult topic of [...]

Transitioning from Financial Literacy Seminars to Financial Counseling

The Issue: How to get more people to feel comfortable attending financial literacy classes – and then to seek out financial counseling. An important component is to help people understand that [...]

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Financial Capability in a Life Skills Program: Foster Kids Transitioning out of Foster Care

The Issue: How to better prepare foster kids transitioning out of the foster care system; this includes financial capability , among other life skills modules. Who: Meghann Shutt, program manager [...]

Financial Education and Relationship Classes that are Fun and Engaging

The Issue: How to get servicemembers – and their spouses – to want to attend financial education and relationship education classes and come back for more. Who: Gary Strickland, chief of the [...]