The Student Financial Success Conference aims to advance the national dialogue about the use of data and technology to support undergraduate students by minimizing their financial risk that may adversely impact their academic success.

1. Building Financial Confidence
for You and Your Students

2. Brian Nelson Ford
Financial Well-Being Executive

3. HOW WELL DO YOU UNDERSTAND PERSONAL FINANCE?
In Other Words:
If you were to grade yourself
on your knowledge about
money – what GRADE would
that be?

4. Half of Americans grade
themselves “C”, “D”, or “F”
on their knowledge of personal
finance *
*The 2010 Consumer Financial Literacy Survey Final Report. Harris Interactive

5. The research shows that,
“fights over money is the
#1 cause of divorce.”
8 out of 10 people
identify money as a
significant source of
stress in their lives.*
Regardless of income
half of Americans are
living paycheck
to paycheck.***
WHY?
The Wall Street Journal | Harris Interactive

6. FINANCIAL
CONFIDENCE

7. What is
FINANCIAL
CONFIDENCE?

8. Most people talk about
financial success in terms of…
“He makes six figures”
INCOME
STUFF
“She’s a millionaire”
“That family is loaded.”

9. True Financial Confidence is
more than outward prosperity and
has less to do with dollar signs
than it does with how money
affects your life and your
relationships.
- Brian Ford

10. • Family
• Happiness
• Spirituality
• Security / Safety
• Health
Let’s talk about what you VALUE

11. How do
you achieve
FINANCIAL
CONFIDENCE?

12. What’s the knowledge and
behaviors that separate
those who reach Financial
Confidence from those who
do not?

13. FOR YOU

14. 2
Principles

15. Become a Rock
Star Saver
1

16. Calculate Your
Net Worth
2

17. FOR YOUR
STUDENTS

18. High-Level
Construct

19. Model
• Inspire
• Educate
• Equip

20. MODEL
INSPIRE EDUCATE EQUIP
…CHANGE
THE HEART
…CHANGE
THE MIND
…CHANGE
THE BEHAVIOR

21. Two Groups
of Students
• Short-Term
• Long-Term

22. 3 Levels of
Measurement
• Satisfactions &
Utilization
• Behavior Change
• ROI

23. • Become a Rock Star Saver
• Calculate Your Net Worth
• Inspire, Educate, Equip
• Short-Term, Long-Term
• 3 Levels of Measurement
Recap
YOU
YOUR
STUDENTS

24. a college student. . .

25. Thank You

26. Connect With Me
Brian Nelson Ford
Financial Well-Being Executive