Financial Literacy Curriculum
OHIO COMMUNITY ACTION TRAINING ORGANIZATION
What will the curriculum provide for CAA Network as the customer?
Curriculum will be one brand for the Community Action Network
Assure quality financial education Provide an accessible product Make Community Action Network
preferred for financial education Will provide a standardized curriculum
for customers who move county to county
What will the curriculum provide for CAA Network as the customer? Cont’d
Opens up other funding opportunities Increases internal capacity of IC group Provides a model for CAA Networks in
other states to replicate Open doors for collaborations among
community providers Aligns with the self-sufficiency
standard
What will the curriculum provide for the CAA network customer?
Provide the opportunity to complete an individualized financial assessment
Interactive, creative learning methods Materials that meets the customer on their
level. Introduction to the psychological aspects of
money The opportunity to obtain and understand
their credit report and score. Customer will learn about debt ratio Monthly expenses and a realistic way to
budget
Potential Customers Local Department
of Job and Family Services
Middle Schools High schools Local Financial
Institutions CAA Customers Food Pantry
Customers
Customer Driven
CAAs as customer Terminology (vocabulary list) Value of curriculum Follow-ups Practical ways to present information Access to additional resources Value to the agency
Marketing Ideas to be utilized by the CAA Network
Curriculum will align with customer education level
Provides a entire wrap around of financial literacy related services
Special tracks/units for younger customers
Utilize collaborations and partnerships
Marketing Ideas… Cont’d
Incorporate HEAP clientele Statewide public awareness campaign Branding name for use by entire
network Large sampling for baseline data Utilize network web page for marketing
Value to CAA Customer
Practical tools to work towards self sufficiency
Knowledge of Banking, i.e. ATM’s, check system, savings, FDIC
How to protect yourself against identity theft
Budget Evaluation Building Assets
Value to CAA Customer, cont’d Develop a spending plan Recognize Needs vs Wants How to be a good consumer, i.e.
contracts, consumer rights, how to use credit wisely
How to acquire and read a credit report
Teaching math and financial language
Value to CAA Customer, cont’d
Types of insurance that is available and provide tools to decide what type of insurance is necessary
Information on estate and retirement planning, investment, etc.
College funds for children Smart shopping Specific home buying information
Opportunity for community involvement
Banks Social Enterprises Businesses WIA Programs CAA Network Employees Schools Local Civic organizations
(Lions Club etc) Boy Scouts, Girl Scouts, 4-H
Groups
Outcome Measurements Pre- and Post-
Assessments Provides follow-up
measures that can be directly related to ROMA outcomes
Aligns with National Performance Indicators
Certification
Trainers will be certified in a “train the trainer” type setting
Full day train the trainer class Access to additional resources Real time projects/activities Customers will get a completion
certificate for use with their home buying, IDA accounts, etc.
Expected Outcome – CAA Network
Financial education is
accessible and of sufficient
quality to meet the needs of
our communities
Expected Outcomes – Customer
Financial education is readily accessible and is based on the individual and their skills. Further the individual
customer will utilize skills learned to work towards and achieve self
sufficiency.
Additional Information, Questions?
Teresa Varian, Development Director Gallia-Meigs Community CAA
Internal ConsultantOhio Association of Community
Action Agencies
Office 740-367-7341 ext. 22Cell [email protected]
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