Money Wi$e - Consumer Action

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Money Wi$eA Consumer Action-Capital OneFinancial Education ProjectTraining Outline(For use by the Money Wi$e instructor.)First Session (Two Hours)Suggested Time Allotment:Segment:10 mins. Welcome and training overview15 mins. Group introductions10 mins. Money management15 mins. Tracking your spending and making a budget10 mins. Bank accounts15 mins. Break20 mins. Checkbook balancing activity15 mins. Cutting back on expenses10 mins. Setting financial goalsSecond Session (Two Hours)5 mins. Welcome back15 mins. Saving and investing15 mins. Insurance15 mins. Credit and debt15 mins. Break30 mins. Money management evaluation activity20 mins. Questions and Answers5 mins. Mention the Take-home Budget Worksheet,Wrap-Up and EvaluationMoney Wi$e Manage Your Money Wisely Seminar Package page 4 of 27
Training Design/Lesson PlanSession One (Two Hours)(Note: Before conducting the training, familiarize yourself with the “Manage YourMoney Wisely” brochure and the accompanying Leader’s Guide.)Welcome & Training Overview (10 mins.)Welcome participants and review the purpose of the seminar and the day’sagenda. Hand out folders to participants.Group Introductions (15 mins.)Ask participants to introduce themselves and say what they hope to get out ofthe seminar.(This activity is designed to serve as a brief icebreaker to help workshop participants getto know each other and feel more comfortable, and to give you an idea of whatparticipants’ expectations are.)Money Management (10 mins.)Encourage participants to discuss how they define money management and whyit is important. (See Leader’s Guide, page 2.) Direct attention to the “ManageYour Money Wisely” fact sheet in participants’ folders.Questions to generate discussion:• What is money management?• What kinds of activities are part of money management?TIP: Write down key words and concepts on easel pad:Wise money management can help you:• Pay your bills on time• Make it through times when you are not working• Save moneyMoney Wi$e Manage Your Money Wisely Seminar Package page 5 of 27
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Page 3: • “What Are Your Financial Goal
Page 7 and 8: • Savings (transfers to savings a
Page 9 and 10: Also review some ways to increase y
Page 11 and 12: Ideas to save money on insurance (s
Page 13 and 14: • Shop around for cheaper car par
Page 15 and 16: Checkbook Balancing Key(For use by
Page 17 and 18: 7. Enter outstanding itemstotal fro
Page 19 and 20: Sample Checkbook Register(For class
Page 21 and 22: Money Wi$eFinancial Goals Chart(For
Page 23 and 24: (For class distribution.)JoeyJoey g
Page 25 and 26: (For class distribution.)CherylCher
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Money Wi$e - Consumer Action

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