1. NAFA Conference 2014
Washington,DC
Teaching Financial Literacy
Intro
Objectives: To coach teachers and administrators on how to properly teach financial literacy
that can be easily understood by students.
Know your WHY and understand yourpurpose
Before you take on the task of teaching financial literacy to students, have an internal
conversation with yourself, and ask – “Why am I teaching financial literacy?” Also know and
understand YOUR purpose of teaching financial literacy.
Know your subject/topic
It is imperative to know and understand your topic. We all know that the subject of financial
literacy can be very difficult to discuss especially if you are unfamiliar with this topic. It’s
important that you know the difference between a savings and checking account, the
difference between a credit union versus a bank, just to name a few sub-topics that you will
discuss. Prior to teaching your audience, research and be prepared to have a Q & A session at
the end of your lecture.
Know who your target audience
It is important that you capture your audience from the very start. Be energetic, be fun, be
excited about teaching the importance of financial literacy. Go into your lecture with the
mindset that you are about to make an impact!
Depending on your audience (your students) you have to tweak the lecture, or discussion
around that age group. Remember as an administrator it is your responsibility to make sure
that your audience have a complete understanding as to why financial literacy is important.
2. NAFA Conference 2014
Washington,DC
Demonstration
During your lectures you want to have certain items such as workbooks, and worksheets. If
your lecture is reoccurring, you always want to include a 5-7 minute from last session. This is to
act as a refresher. There are several financial games that you can incorporate within your
lecture to make fun, remember interaction is key to keep your audience engaged.
(Will have hand outs and play money as examples)