The NEFE High School Financial Planning Program
Who is NEFE? <ul><li>The National Endowment for Financial Education </li></ul><ul><li>A nonprofit, 501c(3), private operat...
Partnerships
THE NEFE HSFPP ADVANTAGE <ul><li>Professionally developed, award-winning program </li></ul><ul><li>Developed by educators,...
Classroom Materials Student and Teacher Guides for Every Student and Teacher Certificates of Completion Program Data Disk ...
Suite of Web Sites
Unit One HSFPP 2007 Unit One Your Financial Plan: Where it All Begins
Unit Two HSFPP2007 Unit Two Budgeting: Making the Most of Your Money
Unit Three HSFPP2007 Unit Three Investing: Making Money Work for You
Unit Four HSFPP2007 Unit Four Good Debt, Bad Debt: Using Credit Wisely
Unit Five HSFPP2007 Unit Five Your Money: Keeping it Safe and Secure
Unit Six HSFPP2007 Unit Six Insurance: Protecting What You Have
Unit Seven HSFPP2007 Unit Seven Your Career: Doing What Matters Most
Four Phases of Learning TEACHER STUDENT Four Phases of Learning INSPIRE INFORM MENTOR COACH INQUIRE GATHER PROCESS APPLY
Performance –Based learning <ul><li>Students know in advance what they are expected to do to show competence </li></ul><ul...
Unit Target Competencies <ul><li>Create a personal financial plan </li></ul><ul><li>Prepare a personal budget </li></ul><u...
Complete Presentation Visuals Complete Presentation Visuals Interactive Excel Spreadsheets PowerPoint or PDF Format
NEXT STEPS <ul><li>Register as an HSFPP Instructor at http://hsfpp.nefe.org  </li></ul><ul><li>Order materials (allow 3-4 ...
Fall 2008 Trainings - Michigan <ul><li>October 22, 2008 </li></ul><ul><li>Schoolcraft County  </li></ul><ul><li>Courthouse...
Contact Information: <ul><li>For more information:  </li></ul><ul><li>Erica Tobe (tobee@msu.edu)  517.355.9655 </li></ul><...
Cash Course <ul><li>Show pic </li></ul>
Stats on College Students and Debt <ul><li>Two-thirds of all undergraduates borrow money to pay for college. The average u...
Introduction to CashCourse <ul><li>A  free  Web site to provide students financial education information for every stage o...
CashCourse Home page
CashCourse Saving Money
CashCourse Financial Basics
Participating Universities
Marketing Materials for Enrolled Schools <ul><li>Marketing material templates </li></ul><ul><li>Pre-composed financial edu...
Promoting CashCourse to Students <ul><li>Put a hyperlink to it on the homepage of your web site, and on other noticeable w...
Ohio State University Example The Ohio State University links to Cash Course  in different topic areas, such as Credit Car...
Swathmore Example Swarthmore College created their own eye-catching graphic to advertise CashCourse on their Career Servic...
CashCourse Content <ul><li>4 Main Categories </li></ul><ul><ul><li>Financial Basics </li></ul></ul><ul><ul><ul><li>Covers ...
Future Additions to CashCourse <ul><li>Facebook page  </li></ul><ul><li>Workshop & Seminar materials </li></ul><ul><li>Rei...
Enrollment Information <ul><li>Signing up for and implementing CashCourse involves 3 simple steps:  </li></ul><ul><li>1)  ...
Contact Information <ul><li>www.CashCourse.org </li></ul><ul><li>Sample web site can be found at www.CashCourse.org/sample...
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  • 10:00 – 10:30 Four Phase Learning Process Exploration of the four-phase learning process used in teaching the HSFPP program
  • 10:45 – 11:30 Performance Based Learning Working discussion of target competencies, learning objectives and performance standards as used in the HSFPP curriculum The WIDS model provides the structure to meet those expectations. Our approach is performance based. We can break down PBL into . . .
  • 10:45 – 11:30 Performance Based Learning Working discussion of target competencies, learning objectives and performance standards as used in the HSFPP curriculum Part of the What is to designate competencies for the learning experience. A competency is what the student will be able to do as a result of the learning experience.
  • 9:35 – 10:00 Presentation – Tour of the Instructor’s Manual Presentational materials, peripheral components, certificates, data disc, web-sites
  • Erica Tobe, PowerPoint Presentation

    1. 1. The NEFE High School Financial Planning Program
    2. 2. Who is NEFE? <ul><li>The National Endowment for Financial Education </li></ul><ul><li>A nonprofit, 501c(3), private operating foundation located near Denver, Colorado. </li></ul><ul><li>The only national foundation wholly dedicated to improving the financial well-being of all Americans. </li></ul><ul><li>Evolved from the College of Financial Planning which was founded in 1972. </li></ul><ul><li>In 1992, the proceeds from the sale of the nonprofit College of Financial Planning created our endowment – which funds all of our programs. </li></ul><ul><li>Partner with other nonprofit organizations, and governmental entities, to provide financial resources. </li></ul><ul><li>www.nefe.org </li></ul>
    3. 3. Partnerships
    4. 4. THE NEFE HSFPP ADVANTAGE <ul><li>Professionally developed, award-winning program </li></ul><ul><li>Developed by educators, financial professionals </li></ul><ul><li>Classroom-Tested </li></ul><ul><li>Interactive, competency-based learning </li></ul><ul><li>Completely non-commercial </li></ul><ul><li>IT’S FREE </li></ul>
    5. 5. Classroom Materials Student and Teacher Guides for Every Student and Teacher Certificates of Completion Program Data Disk Spanish Language Version in PDF
    6. 6. Suite of Web Sites
    7. 7. Unit One HSFPP 2007 Unit One Your Financial Plan: Where it All Begins
    8. 8. Unit Two HSFPP2007 Unit Two Budgeting: Making the Most of Your Money
    9. 9. Unit Three HSFPP2007 Unit Three Investing: Making Money Work for You
    10. 10. Unit Four HSFPP2007 Unit Four Good Debt, Bad Debt: Using Credit Wisely
    11. 11. Unit Five HSFPP2007 Unit Five Your Money: Keeping it Safe and Secure
    12. 12. Unit Six HSFPP2007 Unit Six Insurance: Protecting What You Have
    13. 13. Unit Seven HSFPP2007 Unit Seven Your Career: Doing What Matters Most
    14. 14. Four Phases of Learning TEACHER STUDENT Four Phases of Learning INSPIRE INFORM MENTOR COACH INQUIRE GATHER PROCESS APPLY
    15. 15. Performance –Based learning <ul><li>Students know in advance what they are expected to do to show competence </li></ul><ul><li>Students are required to show competence </li></ul><ul><li>Learning experience allows students to develop competence with practice and feedback </li></ul>Performance-Based Learning <ul><li>A major skill that the student will be able to do as a result of the learning experience </li></ul><ul><li>Observable and measurable </li></ul>Each Unit organized around a target competency
    16. 16. Unit Target Competencies <ul><li>Create a personal financial plan </li></ul><ul><li>Prepare a personal budget </li></ul><ul><li>Propose a personal saving and investing plan </li></ul><ul><li>Select strategies to use in handling credit and managing debt </li></ul><ul><li>Demonstrate how to use various financial services </li></ul><ul><li>Create a personal insurance plan which will minimize your financial loss </li></ul><ul><li>Examine how a career choice and lifestyle affect your financial plan </li></ul>
    17. 17. Complete Presentation Visuals Complete Presentation Visuals Interactive Excel Spreadsheets PowerPoint or PDF Format
    18. 18. NEXT STEPS <ul><li>Register as an HSFPP Instructor at http://hsfpp.nefe.org </li></ul><ul><li>Order materials (allow 3-4 weeks) </li></ul><ul><li>Include Erica Tobe (MSU Extension) and Beth Troost (MCUL) as a sponsor </li></ul><ul><li>Alert Erica Tobe/Beth Troost if you are interested in attending full day training programs. </li></ul>
    19. 19. Fall 2008 Trainings - Michigan <ul><li>October 22, 2008 </li></ul><ul><li>Schoolcraft County </li></ul><ul><li>Courthouse 2nd Floor Conference Room </li></ul><ul><li>300 Walnut St, </li></ul><ul><li>Manistique, MI 49854 </li></ul><ul><li>October 27, 2008 </li></ul><ul><li>Michigan First CU </li></ul><ul><li>27000 Evergreen </li></ul><ul><li>Lathrup Village, MI 48076 </li></ul><ul><li>November 7, 2008 </li></ul><ul><li>Kent County MSUE </li></ul><ul><li>775 Ball Ave, NE </li></ul><ul><li>Grand Rapids, MI 49503 </li></ul><ul><li>November 11, 2008 </li></ul><ul><li>Copper Country ISD </li></ul><ul><li>809 Hecla St </li></ul><ul><li>Hancock, MI 49930 </li></ul><ul><li>November 12, 2008 </li></ul><ul><li>Ausable River Park Grayling Nature Center </li></ul><ul><li>100 South James St. </li></ul><ul><li>Grayling, MI 49738 </li></ul><ul><li>November 12, 2008 </li></ul><ul><li>CP Federal Credit Union </li></ul><ul><li>1100 Clinton Road </li></ul><ul><li>Jackson, MI  49202 </li></ul><ul><li>Register by emailing Gail Hebert at hebertg@msu.edu </li></ul>
    20. 20. Contact Information: <ul><li>For more information: </li></ul><ul><li>Erica Tobe (tobee@msu.edu) 517.355.9655 </li></ul><ul><li>Beth Troost (bat@mcul.org) </li></ul><ul><li>(734)656-3453 or </li></ul><ul><li>(800) 262-6285  ext. 453 </li></ul>
    21. 21. Cash Course <ul><li>Show pic </li></ul>
    22. 22. Stats on College Students and Debt <ul><li>Two-thirds of all undergraduates borrow money to pay for college. The average undergraduate today leaves campus with just over $19,000 in student loans. One in four grads will carry more than $25,000 (Department of Education and Demos, www.demos.org , 2006). </li></ul><ul><li>Half of all graduates in 2004 used credit cards for school expenses, carrying an average balance of $3,900 (American Council on Education, June 2005). </li></ul><ul><li>Statistics from recent USA Today Poll: </li></ul><ul><ul><li>63.5% of twentysomethings carry debt. </li></ul></ul><ul><ul><li>Nearly half of twentysomethings have stopped paying a debt, forcing lenders to “charge off” the debt and sell it to a collection agency, or had cars repossessed or sought bankruptcy protection. </li></ul></ul><ul><li>During the current decade, between 1.4 million and 2.4 million bachelor’s degrees will be lost as financial concerns prevent students from the lowest income bracket from attending college (Advisory Committee on Student Financial Assistance with data provided by the US Education Department). </li></ul>
    23. 23. Introduction to CashCourse <ul><li>A free Web site to provide students financial education information for every stage of college life </li></ul><ul><li>Unbiased, noncommercial content </li></ul><ul><li>Branding of the school can be integrated into the Web site through the school’s logo, color scheme, and resources </li></ul><ul><li>Promotional materials are provided and can be customized (although schools using the materials cover the printing costs) </li></ul><ul><li>Multiple campus departments can use the Web site </li></ul>
    24. 24. CashCourse Home page
    25. 25. CashCourse Saving Money
    26. 26. CashCourse Financial Basics
    27. 27. Participating Universities
    28. 28. Marketing Materials for Enrolled Schools <ul><li>Marketing material templates </li></ul><ul><li>Pre-composed financial education content to be used for emails or newsletters </li></ul>
    29. 29. Promoting CashCourse to Students <ul><li>Put a hyperlink to it on the homepage of your web site, and on other noticeable web pages. </li></ul><ul><li>Distribute flyers, and “40 Money Management Tips”, at freshman, new student, and parent orientation. </li></ul><ul><li>Distribute flyers to RA’s and counselors for them to hand out. </li></ul><ul><li>Keep a stack of flyers for financial aid administrators to hand out when students have questions. </li></ul><ul><li>Hang posters at financial aid office. </li></ul><ul><li>Put an ad in the school newspaper. </li></ul><ul><li>Use provided content in school newspaper. </li></ul><ul><li>Use content in a newsletter published by your office. </li></ul><ul><li>Use press release to let other staff on campus know about this resource. </li></ul><ul><li>Put a link to your customized CashCourse on your school’s Facebook page. </li></ul>
    30. 30. Ohio State University Example The Ohio State University links to Cash Course in different topic areas, such as Credit Cards and Jobs, within their Financial Life at OSU Web page.
    31. 31. Swathmore Example Swarthmore College created their own eye-catching graphic to advertise CashCourse on their Career Services homepage.
    32. 32. CashCourse Content <ul><li>4 Main Categories </li></ul><ul><ul><li>Financial Basics </li></ul></ul><ul><ul><ul><li>Covers budgeting, banking, credit cards, retirement… </li></ul></ul></ul><ul><ul><li>Paying for College </li></ul></ul><ul><ul><ul><li>Financial aid, federal aid programs, managing loans… </li></ul></ul></ul><ul><ul><li>College Life </li></ul></ul><ul><ul><ul><li>Housing, roommates, studying abroad, peer pressure… </li></ul></ul></ul><ul><ul><li>World of Work </li></ul></ul><ul><ul><ul><li>Interviews, understanding benefits, taxes… </li></ul></ul></ul><ul><li>Content Contains </li></ul><ul><ul><ul><li>Calculators </li></ul></ul></ul><ul><ul><ul><li>Worksheets </li></ul></ul></ul><ul><ul><ul><li>Links to more information </li></ul></ul></ul>
    33. 33. Future Additions to CashCourse <ul><li>Facebook page </li></ul><ul><li>Workshop & Seminar materials </li></ul><ul><li>Reimbursement Program to help schools use CashCourse and host workshop and seminars </li></ul><ul><li>New content (home ownership, marriage, for parents) </li></ul><ul><li>Evaluation </li></ul>
    34. 34. Enrollment Information <ul><li>Signing up for and implementing CashCourse involves 3 simple steps: </li></ul><ul><li>1) Visit www.CashCourse.org and click on “Enrollment Information” on the bottom right. There, you will find a form to fill out with your contact information. </li></ul><ul><li>2) Once we have received your contact information, a three-page web site agreement will be e-mailed to you. Return the original signed agreement by mail to NEFE. </li></ul><ul><li>3) An e-mail will be sent to you with a link to the site, and a password and instructions on how to customize CashCourse with your school colors and logo(s). You will be ready for student use as soon as you customize it and add the link to your Web pages. </li></ul>
    35. 35. Contact Information <ul><li>www.CashCourse.org </li></ul><ul><li>Sample web site can be found at www.CashCourse.org/sample </li></ul><ul><li>40 Money Management Tips Every College Student Should Know </li></ul><ul><li>www.smartaboutmoney.org/40moneytips </li></ul><ul><li>For more information or questions, contact Amy B. Hartenstine, NEFE Project Manager; Phone : 303-224-3536; Email : CashCourse@nefe.org </li></ul>

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