Connect * Empower * Impact


2019 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium: Sunday, November 17 - Tuesday, November 19
AFCPE Symposium: Tuesday, November 19 - Thursday, November 21
Schedule Subject to Change

Friday, November 16th, 2018
Category: Financial Tools
IDEAS THAT WORK: "Building Financial Skills and Confidence through Knowledge and Practice": A Recently Released, Updated, Free Financial Education Resource for Use with Your Clients
The more people know about credit and banking services, the more likely they are to make informed decisions about money and improve their financial health and well-being. Individuals learn in many ways. Practical hands-on experience with key financial concepts, combined with access to safe, affordable banking services, fosters greater financial stability for people and communities. This engaging session will focus on a recently released instructor-led financial education curriculum that can be used with clients in a classroom setting or one-on-one sessions. This update includes 14 modules on topics that include money values, banking, income and expenses, spending and saving plans, borrowing money and managing debt, protecting assets and increasing wealth, making housing decisions, and preparing for and recovering from disasters. The curriculum can be used as a standalone product, adapted for your audience, and to complement other resources. The workshop format will combine lecture with facilitated discussion and group interaction to orient participants to the new design and modules. Attendees will know the main features of the updated financial education curriculum, how to access it, and how to use it.