- Common Types of Elder Financial Exploitation
- Scams Targeting Veterans
- Identity Theft
- Medical Identity Theft
- Scams that Target Homeowners
- Planning for Unexpected Life Events
- How to Be Financially Prepared for Disasters
- Instructor Guide, English
- Resource Guide, English
- Slides, English (PowerPoint)
- Slides, English (PDF)
- Slides, Spanish (PowerPoint)
- Slides, Spanish (PDF)
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Abstract:
This guide presents research-based design principles for developing financial literacy instructional materials.
Financial literacy education is a relative newcomer to the field of pedagogy requiring its own unique approaches with particular attention to deeply ingrained emotions and habits. Educational Methodologies of Personal Finance draws on research in education and psychology to provide a foundation for building well-structured, engaging programs that can be adapted to the needs of diverse learners. As such, the framework incorporates insights from both the pedagogy and research on how people change attitudes and behavior. Brief overviews of research-based instructional design principles are presented along with practical tips for implementation. The sources used to develop the guide are provided to allow users the opportunity to delve more deeply into those principles.
What the experts say
This resource is a valuable and practical guide for educators and schools considering the implementation of personal finance curriculum. It is also a great professional development tool for educators already engaged in personal finance instruction as the resource encourages deep learning by recommending activities, case methods and project-based learning. All instructors can grow and establish new methods to better serve their students, assisting them in being true learners of financial literacy, with customizable instruction ideas and individual insights into how to better support and serve their students. In each section, an overview with examples is shared for how to implement the type of instruction described, as well as tips for implementation and source references for further insight and support.
Resource Notice
This site includes links to information created by other public and private organizations. These links are provided for the user’s convenience. The U.S. Department of Education does not control or guarantee the accuracy, relevance, timeliness, or completeness of this non-ED information. The inclusion of these links is not intended to reflect their importance, nor is it intended to endorse views expressed, or products or services offered, on these non-ED sites.
Please note that privacy policies on non-ED sites may differ from ED’s privacy policy. When you visit lincs.ed.gov, no personal information is collected unless you choose to provide that information to us. We do not give, share, sell, or transfer any personal information to a third party. We recommend that you read the privacy policy of non-ED websites that you visit. We invite you to read our privacy policy.
Publication Year
2019
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Abstract:
This brief explains what financial literacy skills are and why they are important.
This brief explains what financial literacy skills are and why they are important. It describes what skills students need for financial literacy and provides tips for integrating financial literacy in the adult education classroom.
Benefits and Uses
This brief explain what is meant by "financial literacy skills" and the importance of these skills in adult learners' lives. It provides clear examples of instructional tasks that can foster students development of the necessary skills as well as tips for teaching the skills in the classroom.
Required Training
No prior training required.
Resource Notice
This site includes links to information created by other public and private organizations. These links are provided for the user’s convenience. The U.S. Department of Education does not control or guarantee the accuracy, relevance, timeliness, or completeness of this non-ED information. The inclusion of these links is not intended to reflect their importance, nor is it intended to endorse views expressed, or products or services offered, on these non-ED sites.
Please note that privacy policies on non-ED sites may differ from ED’s privacy policy. When you visit lincs.ed.gov, no personal information is collected unless you choose to provide that information to us. We do not give, share, sell, or transfer any personal information to a third party. We recommend that you read the privacy policy of non-ED websites that you visit. We invite you to read our privacy policy.
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Abstract:
Money Smart for Older Adults is an instructor-led training developed to teach older adults and caregivers of older adults about elder financial exploitation and why they may be at risk.
Money Smart for Older Adults (MSOA) is an instructor-led training that provides information and resources to help older adults and their caregivers identify and avoid financial exploitation through fraud and scams. The guide also encourages advanced planning and informed financial decision-making. Developed by the Federal Deposit Insurance Corporation (FDIC) and Consumer Financial Protection Bureau (CFPB), the curriculum covers seven topics:
Benefits and Uses
Instructors can use the the curriculum to teach older adults what elder financial exploitation is and why they may be at risk. MSOA is also a tool for bank-community partnerships. For example, bank staff could deliver this information in collaboration with providers of senior services or adult protective services.
Resource Notice
This site includes links to information created by other public and private organizations. These links are provided for the user’s convenience. The U.S. Department of Education does not control or guarantee the accuracy, relevance, timeliness, or completeness of this non-ED information. The inclusion of these links is not intended to reflect their importance, nor is it intended to endorse views expressed, or products or services offered, on these non-ED sites.
Please note that privacy policies on non-ED sites may differ from ED’s privacy policy. When you visit lincs.ed.gov, no personal information is collected unless you choose to provide that information to us. We do not give, share, sell, or transfer any personal information to a third party. We recommend that you read the privacy policy of non-ED websites that you visit. We invite you to read our privacy policy.
Publication Year
2021
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Abstract:
This webinar highlights hospitality and customer service as keys to effective adult education. When educators create a warm, respectful, and supportive environment, learners feel valued, build trust, and stay motivated. By prioritizing these principles, programs can foster lasting growth and long-term success for every adult learner. Original webinar date: February 25, 2026 Webinar recording link: https://youtu.be/3lwIC2_GJtA
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Abstract:
Unlock the future of personal finance education with this groundbreaking session on AI! Discover how to work smarter, not harder, with cutting-edge AI tools that enhance your lesson plans and productivity while elevating student learning. Join us to learn practical, innovative strategies that will transform your teaching and be at the forefront of educational technology! Original webinar date: February 12, 2026 Webinar recording link: https://youtu.be/BcFSlg1tHR4
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Abstract:
With each paycheck you are presented with a series of choices, Five Choices to be exact that we will identify as "Money Buckets." In this interactive webinar attendees will break down their paycheck so that each dollar has a job. Identifying the jobs is the start, but we will also be creating a system where you have the accounts and operations to find success! Original webinar date: November 13, 2025 Webinar recording link: https://youtu.be/Fbw7QB4ZO9A
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Abstract:
In this engaging webinar, the Foundation for Financial Planning (FFP) will explore the transformative role CFP® professionals can play in delivering pro bono financial advice and guidance to underserved communities. Attendees will gain insight into how pro bono financial planning can empower individuals and families to make informed financial decisions, fostering stability and long-term well-being. FFP will also showcase a range of resources designed to help nonprofits create and expand their own pro bono financial planning programs, including grants, skills-building webinars, and the volunteer recruitment platform, ProBonoPlannerMatch.Org . This webinar will provide practical strategies and tools to equip nonprofits with the support they need to connect their clients (and staff) with skilled financial planning professionals, ultimately driving greater impact within the communities they serve. Original webinar date: January 22, 2025 Webinar recording link: https://youtu.be/W5Bi14LkihM