Financial Education

The ABA Toolbox on Financial Education provides everything you need to start—or enhance—your financial education outreach program.

Starting a Financial Education Program at Your Bank

This book provides ideas for financial education, tips for getting started, how to measure success, and ways to partner with community-based groups. It includes case studies from bankers who have developed their own comprehensive financial education programs.

Level 1: Using Your Website to Educate

This tool provides everything you need to offer financial education materials on your Web site. It includes 14 Web pages that you can add right to your bank's Web site, including a Parents' Guide: Teaching Your Kids About Money.

Level 2: Teaching a One-Time or Annual Event

This tool provides tips for effective presentations and three-detailed lesson plans on budgeting, saving and understanding a credit report. It also connects you to the ABA Education Foundation's two national events—Teach Children to Save Day and Get Smart About Credit Day.

Level 3: Developing Long-Term Educational Programs

A natural extension of one-time programs is a continuous financial program that is integrated into your bank's business plan. This tool provides four-detailed lesson plans aimed at the unbanked on the benefits of a bank account, opening an account, choosing the right account, and managing a checking account.

Communicating About Financial Education

Regardless of your level of involvement, by promoting your efforts, you raise awareness of the need for financial education and your bank's contributions. This tool provides a sample speech, op-ed, talking points, and a statement stuffer to speak for financial education. It also provides sample press releases and invitation letters for lawmakers to join your efforts.

More ABA Resources

• Teach Children to Save - Savings Education Program for Grades K-12
• Get Smart About Credit - Credit Education Program for Ages 15 -25
• ABA Resources for Consumers