1. MoneyCounts: A Financial Literacy Series
Financial Literacy & Wellness Center
Rizk & Yeckley
Penn State Financial Literacy & Wellness Center
Grange Building
University Park PA 16802

2. Reaching the “Unreachable”
Description:
Universities in the USA are changing in demographics, learning styles, and modalities. Typical campus environment of year old students is making room for non-traditional students and online learners.
In addition to a centralized campus, universities are building branches, and learning hubs across the state and the nation to serve diverse population. Hence, delivering financial literacy education effectively to all audiences is facing many challenges and requiring the development of progressive strategies to reach the “Unreachable”.
This special presentation is brought to you by Penn State to explore conventional and not so conventional strategies to accommodate the diversity of Penn State Students in delivering financial education to promote financial security and freedom.

3. Learning Objectives: Reaching the “Unreachable”
Identifying windows that open doors at a campus environment
Creating different resources to accommodate diversity of learners
Creating strategies to build sustainable relationships

4. The Pennsylvania State University
Penn State
Founded in 1855
Main Campus, University Park, PA
Twenty-four campuses – PA
17,000 faculty and staff
100,000 students
A teaching hospital that provides care to more than a million patients a year
Over one-half million active alumni (600,000)
An online World Campus – Outreach and Online Education
Both

5. Penn State Diversity

6. Mission Statement

7. Survey Remote Campuses
The purpose of the Financial Literacy Survey is to study students’ needs regarding financial literacy across commonwealth campuses. Survey completed in July 2017
Major findings:
Preferred method of delivery – workshops, webinars, self-study modules
Major area of confusion
Financial aid & student loans

8. Main Campus Workshops Presentations Seminars Group sessions
Student organizations
Clubs
Resident halls
Freshmen seminar classes

9. Remote Campuses Webinars – Room to Room Self-study modules
Collaborating with Liaisons
Use technology as a base of delivery
ZOOM
Skype

10. Curriculum 3 distinct curriculum Traditional students Adult learners
Budgeting, credit cards, student loans
Adult learners
Budgeting, credit cards, FICO score, Mortgages, Debt management
Community, staff and faculty
Various topics of interest
Special events

11. Ambassadors Program Employment of student workers Duties include
Federally funded work program
Institutionally funded part-time employment
Duties include
Presentations
Tabling – information tables
Intake assessment – personal meetings
Participation in university events
Orientation
Student activities, etc.,

12. Focus on sustainability
Building sustainable relationships
Overarching strategy
Sustainable policies
Documented procedures
Documented statistics
Data base decisions

13. Website Google analytics Holding place of curriculum & resources
Interactive
Constantly being updated
Frame of reference
Easy contact
Designated address
Google analytics
Monthly, quarterly, yearly reporting

14. Tour of Website

16. MoneyCounts: A Financial Literacy Series
Thank You!
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