Money Sense Educator Toolkit

This page is a collection of the resources available for the Money Sense program that can help you successfully bring these fundamental financial concepts to your students. Need help navigating the toolkit? Click here for a basic explainer video

Overview – Info & Scheduling

• Money Sense Information

What is Money Sense?

    • Money Sense teaches teens money management essentials. This flexible program, available in multiple in-person and virtual formats, introduces teens to financial basics like banking, creating a savings plan, managing a budgeting, and maintaining healthy credit
    • Typically taught in three 90-minute lessons, the program’s content can be presented by trained volunteers or directly by the educator
    • Money Path is designed to be used with high school aged teens who are ready for conversations around managing money

What are the specific curriculum goals and objectives taught in Money Sense?

For more information, see the following links:

Scheduling Form

21-22 Scheduling Form (Link)

To provide access to your students, please complete the online scheduling form so that SecureFutures can know who will be using Money Sense.

Business community volunteers are available to present Money Sense for school or organizations located in the following counties in Wisconsin: Milwaukee, Waukesha, Racine, Kenosha, Ozaukee, Washington, Rock, Dane OR in the greater Chicago area.

Pre-Session Preparation

Training & Instructor Notes

Program

each lesson is 90 min of content, built around a Prezi (like PPT) and an accompanying student workbook

Bank Your Future (BYF)

paychecks, spending, saving and compound growth

Check It Out (CIO)

banks and credit unions, managing accounts, mobile banking, identity theft

To Your Credit (TYC)

credit cards, credit scores and reports, loans

Training Video

prepared initially for volunteers, explains how to teach the lesson and its activities

BYF Training Video

15 minute

CIO Training Video

13 minute video

TYC Training Video

13 minute video

Instructor Notes

prepared initially for volunteers, includes helpful discussion questions and activity facilitation instructions

BYF Instructor Notes CIO Instructor Notes TYC Instructor Notes

Extra: Loan Officer Activity Script

Student Assignment & Instructions

Use the following assignment as a template to send out to students: Click File -> “Make a Copy”. Adapt it to fit your needs. The highlighted sections are meant to be edited.

Student Assignment & Instructions

Parent/Guardian Letter Home

Send this document home with your student to inform the families of students about the lessons you are completing in class.

Parent/Guardian Letter Home – School

Parent/Guardian Letter Home – nonprofit/community organization

Facilitation

Prezi, Student Workbooks, and Student Surveys

Program

each lesson is 90 min of content, built around a Prezi (like PPT) and an accompanying student workbook

Bank Your Future (BYF)

paychecks, spending, saving and compound growth

Check It Out (CIO)

banks and credit unions, managing accounts, mobile banking, identity theft

To Your Credit (TYC)

credit cards, credit scores and reports, loans

Prezi

presentation you will use to lead the lesson, similar to PPT

BYF Prezi

CIO Prezi w/ Jeopardy

CIO Prezi without Jeopardy

TYC Prezi

Student Workbook

take home workbook that accompanies lessons, includes engaging activities & space for notes

BYF Student Workbook CIO Student Workbook TYC Student Workbook

Extra: Loan Officer Activity Script

Student Surveys

allows teachers to test comprehension and learning in a 10 question quiz – available in either hard copy or google form formats

BYF Hard Copies

BYF Google Form

CIO Hard Copies

CIO Google Form

TYC Hard Copies

TYC Google Form

Follow Up

• Student Satisfaction Survey

Student Satisfaction Survey (Link)

Please send to students after each the lessons are complete – it helps us collect feedback and data so we can continuously improve our curriculum

Educator Evaluation

Educator Evaluation (Link)

Please let us know your feedback on the Money Sense curriculum, we are a data driven organization and value your input greatly!

Supplemental Learning 

• Money Sense On Demand Program

What are they?

    • 14 online mini-lessons covering various personal finance and financial planning topics
    • Each module takes 15 to 30 minutes to complete, with options to read, watch, or listen to the information
    • Quizzes are available throughout to test learning
    • Certificates of completion are available to be emailed after completion of each module 

How do I use them with my students?

• Links to Personal Finance & Financial Planning Modules

MSOD Home Page (Link)

Questions, comments, or referrals?

Contact patrick@securefutures.org or (414) 310-5918 or click here to set up a phone or video meeting