1 Jump$tart Coalition Charting the Course for Financial Literacy 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 Institutions  Financial Associations  Corporations  Government Agencies

National Initiatives National Clearinghouse National Educators Conference National Standards National Survey Teacher Training Alliance Update Newsletter April - Financial Literacy for Youth Month Hill Day Monitoring of Legislation State Coalitions

Jump$tart State Coalitions By Region

6 The Faces of National Jump$tart

7 Jump$tart Coalition for Personal Financial Literacy th Street NW Washington D.C

8 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!

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

11 Topics Keyed to Jump$tart National Standards National Standards in K–12 Personal Finance Education With Benchmarks, Knowledge Statements, and Glossary 2007 edition 4 th, 8 th and 12 th Grade Students

12 Key Content Areas Financial Responsibility and Decision Making Income and Careers Money Management Credit and Debt Risk Management and Insurance Saving and Investing

13 Financial Responsibility and Decision Making advertising consumer protection ethical decisions financial advisors identity theft goals lifestyle opportunity cost wants and needs

14 Income and Careers career options entrepreneurs income sources take-home pay taxes inflation

15 Financial Planning and Money Management cash flow net worth budget expenses comparison shopping credit and debit cards monitoring accounts financial records wills charitable giving

16 Credit and Debt credit laws and consumer rights credit reports and credit scores credit counseling interest rates mortgages auto loans student loans repossession wage garnishment

17 Risk Management / Insurance health disability auto property liability homeowners renter’s life long-term care government insurance programs

18 Saving and Investing 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

19 Clearinghouse Options Search the Clearinghouse Search Browse the Clearinghouse Browse Review the List of Free MaterialsFree Materials Provide feedback to stafffeedback Submit materials to the Clearinghouse Submit materials

20 Clearinghouse Search Search by Keyword only: Search Search by Title only: Search Search by Provider only: Search and...

21 You Can Narrow Your Search Grade Level Resource Type Suggested Keywords Special Needs Language

22 Sort Results of your Search Alphabetical by title (default) Price (free to most expensive) Publication Date (most recent entries first)

23 Detailed Information Description Grade Level Resource Type Provider Price (or Free) Ordering Information Publication Year

24 Disclaimers 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

25 Submit a Resource for Review Click on SUBMIT MATERIALS on Clearinghouse first page Search the ClearinghouseSearch Browse the ClearinghouseBrowse Review the List of Free MaterialsFree Materials Provide feedback to Clearinghouse Stafffeedback Submit materials to the ClearinghouseSubmit materials

26 Clearinghouse - Summary Free access to database Over 800 titles – over 50% are free Updated continuously Resources address Standards in K-12 Personal Finance Education

27 For Further information Anne Bannister, Manager Jump$tart Personal Finance Clearinghouse 612 North Main Street Ann Arbor, MI Cell:

More Jump$tart Resources for Teachers Best Practices for Education Materials Downloadable Resources for Making the Case National Standards Reality Check State Coalitions Iowa Jump$tart 28

National Initiative 29

National Advisory Committee 30 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

2012 National Educator Conference 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 31

32 Jump$tart Coalition Charting the Course for Financial Literacy Thanks for All You Do to Promote Financial Literacy!