Money Coach Student Materials
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Weekly Sessions
Click the session below to open the activity or resource. (For Google Drive files, click File>Make a copy to edit.)
Direct Deposit Authorization Form
Money Coach Bank Account Guide
Expense Tracker & Budget Sheet
- Mock Examples of the Expense Tracker & Budget Sheet
- Description: Use this worksheet to identify your personal values and explore how they influence the financial choices you make.
Money Mindset Concepts Worksheet
- Descrption: Use this worksheet to explore your money mindset and learn how building wealth can create more choices in life.
What To Do If You Were Scammed
- Description: Use this worksheet to learn how to respond to common scams and identify the steps to take if you or someone you know is scammed.
What’s Your Budgeting Personality?
- Description: Use this worksheet to discover your budgeting personality and better understand your approach to managing money.
Will Social Security Be Around for Millennials? Worksheet
Will Social Security Be Around for Millennials? Video
- Description: Use this worksheet to learn how Social Security works, explore concerns about its future, and understand its role in retirement planning.
- Description: Use this worksheet to learn about the differences between IRAs and 401(k)s and how they can help you save for retirement.
What Happened When I Didn’t Pay a Debt Collector Worksheet
What Happened When I Didn’t Pay a Debt Collector Video
- Description: Use this worksheet to learn about the impact of unpaid debt and the importance of managing debt responsibly.
How Do I dispute an Error On My Credit Report
- Description: Use this worksheet to learn how to identify errors on your credit report and take steps to dispute and correct them.
Earn Milestone Rewards
See what you can earn when you fully participate in the program. Download Program Calendar & Deadlines
| Sessions & Assignments | Amount Earned | Notes |
|---|---|---|
| Submit Enrollment Form by week 3 | $20 | |
| Submit Parent/Guardian Consent Form by week 4 | $20 | |
| Open a bank account & submit the Direct Deposit Form by week 5 | $20 | |
| Group Lesson: Attendance + Participation | $25 | |
| One-On-One Check In | $25 | |
| Group Lesson Attendance + Participation | $25 | |
| One-On-One Check In | $25 | First round of payments, up to $160 |
| Group Lesson: Attendance + Participation | $25 | |
| One-On-One Check In | $25 | |
| Group Lesson: Attendance + Participation | $25 | |
| One-On-One Check In | $25 | |
| Group Lesson: Attendance + Participation | $25 | |
| One-On-One Check In | $25 | |
| Submit Expense Tracker & Budget Assignment due by week 11 | $20 | |
| Submit the Post Survey due by the Friday after the last session | $20 | Second round of payments, up to $190 |
| Total Milestone Rewards Available | Up to $350 |