Financial Literacy Assets

Financial Literacy Awareness Month – Tracking Form

AudienceTopicDetails
AdultMoney MindsetMaking financially sound decisions with emotional intelligence.
Adult, CollegeSetting Goals and BudgetingUnderstanding net worth, establishing SMART goals, and creating effective budgeting strategies.
Adult, CollegePreparing to Rent an ApartmentBudgeting for rent, considering fees, amenities, and other financial factors before renting.
Adult, College, High SchoolBuying a CarResearching options, setting a budget, understanding financing, and navigating the purchasing process.
Adult, College, High SchoolUnderstanding CreditLearning about credit reports, bureaus, credit scores, and strategies for building and maintaining credit.
College, High School, Middle SchoolBanking 101Basics of banking, including opening accounts, making deposits, writing checks, and understanding overdrafts.
Elementary Grade 4,5Understanding Our Money ChoicesExploring your money style, distinguishing between needs and wants, and using a game board printout.
Elementary Grade K,1Need or WantUnderstanding the difference between needs and wants through an interactive activity with pictures.

Adult

College, High School

Grade School

High School, Middle School

Middle School