Transcript Jump$tart Personal Finance Clearinghouse

Jump$tart Coalition
Charting the Course for Financial
Literacy
1
Anne Bannister
July 20, 2012
Jump$tart Coalition for
Personal Financial Literacy
An independent, non-profit coalition of 150+
national organizations:
 Non-Profit Organizations
 Educational
 Financial
Institutions
Associations
 Corporations
 Government
Agencies
http://jumpstart.org/national-partners.html
National Initiatives
• National Clearinghouse  Update Newsletter

April - Financial Literacy
for Youth Month
• National Standards

Hill Day

National Survey

Monitoring of Legislation

Teacher Training
Alliance

State Coalitions

National Educators
Conference
Jump$tart State Coalitions
By Region
The Faces of National Jump$tart
6
www.jumpstart.org
www.jumpstart.org
Jump$tart Coalition for Personal Financial Literacy
919 18th Street NW
Washington D.C. 20006
7
We Have a Virtual Library
A tool to help people find
personal finance materials
Free access to database
Over 800 titles
Over 400 free titles
Many can be downloaded instantly!
8
Criteria for Reviewing Materials
(currently being revised and updated, 04/2012)
All resources must:
 Be educational and/or informative
 Focus solely or predominantly on personal finance or
closely related topics (Including but not limited to
economics, entrepreneurship, and consumer
science)
 Be accurate and up-to-date
 Present balanced, unbiased information; be
objective in content and tone
9
Criteria for Reviewing Materials
(currently being revised and updated, 04/2012)
Continued… all resources must:
 Be generally available to anyone in the U.S.
 Not contain offensive, discriminatory, illegal or
unethical content or features
 Not sell or promote specific financial projects,
services, companies or individuals
 Not offer financial advice beyond the extent
appropriate for a broad, general audience
10
Topics Keyed to
Jump$tart National Standards
2007 edition
National
Standards
in K–12
Personal Finance
Education
With Benchmarks, Knowledge Statements, and Glossary
11
4th, 8th and
12th Grade
Students
Key Content Areas






12
Financial Responsibility and Decision
Making
Income and Careers
Money Management
Credit and Debt
Risk Management and Insurance
Saving and Investing
Financial Responsibility and
Decision Making





13
advertising
consumer protection
ethical decisions
financial advisors
identity theft




goals
lifestyle
opportunity cost
wants and needs
Income and Careers






14
career options
entrepreneurs
income sources
take-home pay
taxes
inflation
Financial Planning and
Money Management






15
cash flow
net worth
budget
expenses
comparison shopping
credit and debit cards




monitoring accounts
financial records
wills
charitable giving
Credit and Debt




16
credit laws and
consumer rights
credit reports and
credit scores
credit counseling
interest rates





mortgages
auto loans
student loans
repossession
wage garnishment
Risk Management / Insurance







17
health
disability
auto
property
liability
homeowners
renter’s



life
long-term care
government
insurance programs
Saving and Investing










18
time value of money
rate of return
rule of 72
diversification
emergency fund
savings accounts
mutual funds
bonds
stocks
real estate







dollar cost averaging
employer-sponsored
retirement saving plans
individual retirement
accounts (IRA)
tax deferred
tax exempt
social security
government regulation
Clearinghouse Options
www.jumpstartclearinghouse.org





19
Search the Clearinghouse
Browse the Clearinghouse
Review the List of Free Materials
Provide feedback to staff
Submit materials to the Clearinghouse
Clearinghouse Search



Search by Keyword only:
Search by Title only:
Search by Provider only:
and . . .
20
Search
Search
Search
You Can Narrow Your Search
Grade Level
Resource Type
Suggested Keywords
Special Needs
Language
21
Sort Results of your Search
Alphabetical by title (default)
Price (free to most expensive)
Publication Date (most recent entries first)
22
Detailed Information







23
Description
Grade Level
Resource Type
Provider
Price (or Free)
Ordering Information
Publication Year
Disclaimers
24

Jump$tart does not distribute Clearinghouse
materials – contact the provider for ordering or
download

Inclusion in the database does not constitute a
formal endorsement of the materials

Implied endorsement by Jump$tart may not be
used to advertise the materials
Submit a Resource for Review

Click on SUBMIT MATERIALS on
Clearinghouse first page
•Search the Clearinghouse
•Browse the Clearinghouse
•Review the List of Free Materials
•Provide feedback to Clearinghouse Staff
•Submit materials to the Clearinghouse
25
Clearinghouse - Summary

Free access to database

Over 800 titles – over 50% are free

Updated continuously

Resources address Standards in K-12
Personal Finance Education
www.jumpstartclearinghouse.org
26
For Further information
Anne Bannister, Manager
Jump$tart Personal Finance Clearinghouse
612 North Main Street
Ann Arbor, MI 48104
Cell: 734-945-1639
Email: [email protected]
27
More Jump$tart Resources for
Teachers







28
Best Practices for Education Materials
Downloadable Resources for Making the Case
National Standards
Reality Check
State Coalitions
Iowa Jump$tart
http://jumpstart.org/resources.html
National Initiative
29
National Advisory Committee
•Council for Economic Education
•Federal Deposit Insurance Corporation (FDIC)
•Jump$tart Coalition for Personal Financial Literacy
•Junior Achievement
•National Endowment for Financial Education
•Take Charge America Institute – University of Arizona
•U.S. Department of Education
•U.S. Department of Treasury
30
2012 National Educator Conference





31
November 2 – 4 in Chicago
$395 conference fee includes
2-night hotel stay & all
conference meals
250 teachers from across U.S.
Exhibitors, workshops,
networking
Online registration opens in
Sept. after Labor Day
Jump$tart Coalition
Charting the Course for Financial
Literacy
32
Thanks for All You Do to
Promote Financial
Literacy!