This document provides a summary of 55 interactive personal finance learning activities that were reviewed and curated by Barbara O'Neill, a financial education specialist. Some of the activities described include financial coat of arms, bingo, Jeopardy-style games, creating videos or songs about financial topics, case studies, simulations, quizzes, and activities to explore values and risk tolerance. The goal is to share effective personal finance educational resources and allow participants to discuss which activities they find most useful.
Thank you to all who attended the Parish Technology Summit at Villanova University. We explored the how and why technology needs to be an integral part of catechetical ministry in the 21st Century.
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50 Interactive Personal Finance Learning Activitiesmilfamln
This 90-minute webinar will feature 50 interactive games and learning activities curated by webinar facilitator Barbara O'Neill that can be used by financial educators to teach financial concepts to clients and students. The webinar will include activities to begin a class or briefing, activities to leverage learners’ creativity and skill sets, activities to develop learners’ critical thinking skills and math skills, activities that provide personalized insights to learners, activities that involve the use of online resources, and activities to close a class or briefing. Questions about this session? Email the MFLN at MilFamLN@gmail.com
Cliffs Notes from the Journal of Financial Planning & Counseling milfamln
Many financial practitioners do not take the time to read research journals, let alone apply the findings of personal finance studies to their work. This 90-minute webinar will address this concern head on. It will begin with participants sharing some of the most memorable personal finance research studies that they recall and specific ways that they have put research findings into practice with clients or students. It will then present a summary of research findings on a wide variety of personal finance topics including saving, investing, credit, cash flow management, purchase of a home, planning for retirement, and managing money in retirement. The source of the webinar content will be studies published in the Journal of Financial Counseling and Planning during the past decade. Even more importantly than the research summaries, however, will be the discussion of actionable implications for financial practitioners; i.e., the “so what?” of published studies. Every study that is mentioned in the webinar will be presented in “split screen” format with one side of each slide briefly describing a study and the other listing specific implications for practitioners. The webinar will conclude with a consolidated list of action steps and online resources. Participant interaction will include answering some of the same questions that researchers have posed in their published studies.
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This 90-minute webinar will feature 50 interactive games and learning activities curated by webinar facilitator Barbara O'Neill that can be used by financial educators to teach financial concepts to clients and students. The webinar will include activities to begin a class or briefing, activities to leverage learners’ creativity and skill sets, activities to develop learners’ critical thinking skills and math skills, activities that provide personalized insights to learners, activities that involve the use of online resources, and activities to close a class or briefing. Questions about this session? Email the MFLN at MilFamLN@gmail.com
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Many financial practitioners do not take the time to read research journals, let alone apply the findings of personal finance studies to their work. This 90-minute webinar will address this concern head on. It will begin with participants sharing some of the most memorable personal finance research studies that they recall and specific ways that they have put research findings into practice with clients or students. It will then present a summary of research findings on a wide variety of personal finance topics including saving, investing, credit, cash flow management, purchase of a home, planning for retirement, and managing money in retirement. The source of the webinar content will be studies published in the Journal of Financial Counseling and Planning during the past decade. Even more importantly than the research summaries, however, will be the discussion of actionable implications for financial practitioners; i.e., the “so what?” of published studies. Every study that is mentioned in the webinar will be presented in “split screen” format with one side of each slide briefly describing a study and the other listing specific implications for practitioners. The webinar will conclude with a consolidated list of action steps and online resources. Participant interaction will include answering some of the same questions that researchers have posed in their published studies.
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55 Interactive Personal Finance Learning Activities
1. PF SMS iconsPF SMS icons
1
55 Interactive
Personal Finance
Learning Activities
Barbara O’Neill, Ph.D., CFP®
Rutgers Cooperative Extension
2. • Extension Financial Resource
Management Specialist and
Distinguished Professor at Rutgers
University (NJ)
• Recently completed a thorough review
and curation of financial education
resources (sabbatical project)
• Research Interests: Health and
wealth relationships, financial
practices of U.S. consumers, and
impact of Extension financial
education programs
My Background
2
3. Workshop Objectives
• Share the results of an extensive review and
curation of financial education resources
• Describe 55 interactive personal finance learning
activities
• Provide opportunities for participants to share
effective learning activities
3
4. This Session is Like a New
Jersey Diner Menu: You Need
to Pick and Choose!
4Photo taken by Barbara O’Neill
7. Resource Links
• Curated List of Videos:
https://www.slideshare.net/BarbaraONeill/resource-list-
personal-finance-videos
• Curated List of Learning Activities (Quizzes, Calculators,
Lesson Plans, and Infographics):
https://www.slideshare.net/BarbaraONeill/learning-
activities-for-financial-education-programs
• Curated list of Next Gen Personal Finance (NGPF)
Resources:
https://www.slideshare.net/BarbaraONeill/resource-
listnext-gen-pf-financial-education-resources
7
8. 1. What Do You Already Know?
Personal Finance Topic___________________
• What experience have you had personally with the
topic?
• Where have you heard or read about the topic?
• What television shows or movies or advertisements
describe the topic?
• What questions do you have about the topic?
8
12. 5. Making a Video
• Movie Maker Instructions:
https://www.slideshare.net/BarbaraONeill/imsavingfor-video-contest-
video-making-instructions1216
• Sample Video:
https://www.youtube.com/watch?v=y8UB14rlKJU
12
19. 9. “Paper Bag Theater”
• Give small groups a bag full of “stuff” to make a 2-3
minute financial education skit with
– Pens/sharpies to write with, paper, scissors, tape, etc.
– A Frisbee can become a “car steering wheel”
– Credit card applications, newspaper ads, etc.
• Learners can add other items in their possession
• Allow 30-45 minutes of skit “prep time”
• Learners present their skits to the large group
19
20. 10. Paint a Financial Education
Message for Social Media, etc.
• Create a PowerPoint slide with text and/or photos
• Take a screen shot of slide (Fn Print Screen)
– You can also take a screen shot of your own videos or web site pages
• Open up Paint (Windows Accessories-Paint)
• Paste screen shot of PowerPoint slide or video
• Name the file and save it
• Open up file and crop as needed
• Save it again
20
22. 12. Ignite Presentations (a.k.a.,
“Lightening Rounds”)
• 20 slides, 15 second advances, 5-minute talks
• Template master: http://www.ignitephoenix.com/tips/
• Related types of presentations:
– Petcha Kucha: 20 x 20 (20 images for 20 seconds each)
– TED Talks at local TEDx events: https://www.ted.com/talks
22
23. 13. Polarity Activity
• There is no “wrong” answer as long as you can
defend it (“it depends”)
Examples:
• Need vs. Want?
• Yes vs. No?
• Agree vs. Disagree?
• Buy it vs. Don’t buy it?
• Big tax refund vs. Small tax refund?
23
25. 15. Financial Case Studies
• 20 downloadable case studies:
http://rci.rutgers.edu/~boneill/assignments/case-
study.html
• Make case study analysis presentations fun:
– Animated videos:
https://www.youtube.com/watch?v=AJqE07zBvb8
– https://www.youtube.com/watch?v=8FV6KkXJT6w
– Recorded videos
– Ignite presentations
– Role plays
– Poems
– Other
25
30. 20. Make a Table From a Calculator
• http://rci.rutgers.edu/~boneill/assignments/sliderule1.html
• http://rci.rutgers.edu/~boneill/assignments/sliderule2.html
30
Dozens of online calculators are in the resource list
31. 21. Your Time, Your Money Activity
31
http://njaes.rutgers.edu/sshw/workbook/12_
Convert_Consumption_Into_Labor.pdf
32. 22. Time Value of Money Problems
• https://www.slideshare.net/milfamln/the-time-value-of-money-
71613988 (Slides)
• http://create.extension.org/sites/default/files/KeystokesandAns
wers.pdf (Keystrokes and Answers to Problems)
• http://create.extension.org/sites/default/files/TimeValueofMone
yLearningActivities.pdf (Time Value of Money Activities)
32
33. 23. Video and Documentary Film
Debriefings
• There are HUNDREDS of curated videos to
choose from on the video list
33
34. Documentary Films
• Broken Eggs: http://brokeneggsfilm.com/
• Can You Afford to Retire?
http://www.pbs.org/wgbh/frontline/film/retirement/
• When I’m 65: http://www.wi65.org/video/
• In Debt We Trust:
https://www.youtube.com/watch?v=Cltc4Og6HKo
• Spent: Looking For Change (Debt):
https://www.youtube.com/watch?v=Cltc4Og6HKo
• Broke, Busted, & Disgusted (Student Loans):
http://www.brokebusteddisgusted.com/the-film
34
35. More Documentary Films
• Freakonomics: The Movie:
https://www.dailymotion.com/video/x30lggo
• Wage Crisis: http://topdocumentaryfilms.com/wage-crisis/
• Paycheck to Paycheck:
http://www.hbo.com/documentaries/paycheck-to-paycheck-
the-life-and-times-of-katrina-gilbert
• I.O.U.S.A- https://www.youtube.com/watch?v=dd0ofRX1LZ0
35
37. 25. Infographic Insights
Dozens of infographics are on the resource list
37
Source:
Bankrate.com:
http://www.bankrate.com/fin
ance/insurance/auto-
insurance-infographic.aspx
38. 26. Step Up and Step Down
Brainstorm ways to do more positive
behaviors and fewer negative behaviors
38
Source: Dr. Alena
Johnson, Utah
State University
40. 28. Backwards & Post-It® Planning
• Draw a timeline (or other visual method) from the start to finish
of planning horizon for a financial goal
• Use sticky notes to put required steps along timeline
http://fyi.uwex.edu/ncrvd/files/2015/04/Program-Planning-and-Reflection-Activities-11.12.13.pdf
40
41. 29. Health Insurance Calculations
Source: http://njaes.rutgers.edu/money/pdfs/DoE-Lesson-Plan-8-Comparing-Insurance-How-Health-Insurance-Works.pdf
41$5,000 Out-of-Pocket Maximum
55. 41. Plug the Leaks
Give learners a handout with a picture of a boat with ten holes in
it. Explain that, just like holes in a boat will eventually cause it to
sink, holes in one’s spending can cause financial distress and/or
use up money that could otherwise be saved.
Ask participants to identify personal spending leaks. Then ask
for volunteers to report their leaks to the total group and discuss.
55
Source: Building Financial Strength
and Stability (2004). National
Endowment for Financial Education.
56. 42. Risk Tolerance Quizzes
http://njaes.rutgers.edu/money/riskquiz/
(13-Question Quiz)
https://www.investmentphilosophy.com
/behavioural-finance/your-attitude-to-
risk/the-balloon-test (Barclays “The
Balloon Test” Simulation With Pumping
and Popping Balloons)
56
57. 43. Wheel of Money
http://www.ppl-inc.org/wp-content/uploads/2012/09/Wheel-of-Money.pdf
57
This work is licensed under a Creative
Commons Attribution-Noncommercial-
Share Alike 3.0 License.
58. 44. WebQuests
A structured online inquiry activity:
http://www.educationworld.com/a_tech/tech/tech011.shtml
58
60. 46. Live Video Streaming
Facebook Live
https://www.facebook.com/search/to
p/?q=mfln%20personal%20finance
YouTube Live
60
https://www.youtube.com/watch?
v=DHOLLP731Cw
62. 48. Seven Word Summary
• Adapted from Six-Word Memoirs:
http://www.sixwordmemoirs.com/
• Summarize key take-aways in just 7 words
– Pay yourself first to save for retirement
– Always pay more than credit card minimum
– Avoid high cost payday lenders and pawnshops
– Follow the “Rule of Three” when shopping
– Save at least part of your tax refund
– Save 3-6 months of expenses for emergencies
62
63. 49. Mill to the Music
63
Source: Building Your Programs 20 Minutes at a Time: Leadership and Reflection
Activities You Can Use, University of Minnesota Extension (2010).
64. 50. “Take Your Temperature”
Evaluation of Learners’
Knowledge or Confidence
64
65. 51. Powerful Stories
With Progress Photos
• Learners want to see “people like them” who have
succeeded.
• The most interesting part of the story is not the
successful ending- it is the struggle of overcoming
obstacles
65