1. Financial Literacy Family Feud Style
Presented by:
Ruth Sharp, Caltech Bursar
&
Rosemary Martinez-Kepford, ECMC

2. What is Financial Literacy (FL)?
The possession of knowledge and understanding of financial matters.

3. Educational FL Topics
Loans
Budgeting
Other financial responsibilities

4. Loans: Knowledge students should have before they enter repayment
Know the grace period dates
Know the loan interest rate
Knowledge of the loan servicer contact information
Knowledge of deferment options

5. Budgeting: Concepts students should understand to be successful at budgeting
Balance of earnings vs. expenses
Understand how to manage the bottom line: surplus or deficit
Savings and investing, ratios and techniques
Understand options or tools for managing budget

6. Other FL Concepts to Introduce
How to read the student account statement
Understanding the process of bill payment and the consequences of late payment
Debt management
What to do to guard against identity theft

7. Different Approaches for Delivering FL Education
Interactive webinars
Articles or blog
Video’s
Games
Academic programs
Workshop
Peer to peer program
Online platform

8. Introducing FL via Games
Why games?
The elements of group competition and prize rewards make it fun for participants
Students become engaged in the learning process
Team work eliminates individual peer pressure

9. Are you ready to play the Feud?