1. State of the Center August 2019 Daad Rizk, Ed.D – Director
11-A Grange Building
University Park, PA 16802
financialliteracy.psu.edu

2. History and Background
February 2013 – Financial Literacy - Pilot/Adult learners
Outreach and Online Education/ World Campus
October 2016 – Penn State Financial Literacy and Wellness Center
July Transfer to University Park Campus – Grange Building
July 2018 – Generous endowment
Sokolov-Miller Family Financial and Life Skills Center
5 full-time staff
1 Graduate Assistant
10 Student Ambassadors
October 2018 – 100K gift from PSECU
Support self-study modules
April 2019 – 150K gift from PNC
Expand services and outreach

3. financialliteracy.psu.edu

4. Action & Impact Oriented Approach
Financial Literacy
Knowledge
Action
Behavior

5. Interactive Website & Requests

6. Webinar Series – Digital Outreach

7. Core Competencies

8. As a leader in higher education, Penn State carries out its mission of teaching, research, and service with pride and focus on the future.
Present
Future
Security
Control over day-to-day, month-to-month finances
Capacity to absorb financial shock
Freedom of choice
Financial freedom to make choices to enjoy life
On track to meet financial goals

9. Enhancing Access to Education

10. Traffic to the Website Since 2016 – Now
28,097 visitors (59,000 sessions)
Self-study modules most viewed (7,250 visitors)
Most visited
Budgeting
Saving and investing
Student loans
Global interest
150 nations (out of 192 recognized nations in the world)

11. # of sessions Total July 2 1 6 15 Aug 3 12 Sep 4 8 41 67 Oct 7 13 18
2013
Total
July 2 1 6 15
Aug 3 12
Sep 4 8 41 67
Oct 7 13 18 45 90
Nov 20 23 29 84
Dec
Jan 10 26
Feb 14 16 44
Mar 9 42
Apr 5 22 76
May
Jun 31 40 69
112
202
499

12. Personal Meetings

13. Projects in Progress
Using STARFISH for students appointments’ scheduling
Creating a mentoring program
Alumni as mentors
Students as mentees (Proteges)
Developing Liaisons’ relationships with Commonwealth campuses
First on Board – Penn State New Kensington

14. Website https://www.psu.edu/ https://financialliteracy.psu.edu/

15. Comments and questions
Thank You!
Comments and questions
11A Grange Building
University Park, PA 16802
financialliteracy.psu.edu