1. © Investor Education Fund, 2010 Investor Education Fund Financial Education www.getsmarteraboutmoney.ca Chris Allum Judith David-Wilson

2. © Investor Education Fund, 2010 Not-for-profit organization founded by the Ontario Securities Commission Deliver programs to help consumers make better informed financial decisions -www.getsmarteraboutmoney.cawww.getsmarteraboutmoney.ca -Funding program for financial literacy initiatives -Education program (Resources & Professional Development) Investor Education Fund (IEF)

3. © Investor Education Fund, 2010 www.getsmarteraboutmoney.ca Financial planning Life events Tools and calculators Education program, For Teachers Curriculum-based resources for grades 4-12 – Developed by education experts Teacher workshops Investor Education Fund— www. getsmarteraboutmoney.ca

4. © Investor Education Fund, 2010 Resources—Approved and classroom ready Developing Financial Sense – Junior resource-Grades 4 to 6 Money and personal finance terms and concepts Numeracy, literacy and problem-solving skills Developing Financial Skills Guide – Intermediate to senior resource-Grades 7 to 12 Behavioural approach to develop money management skills

5. © Investor Education Fund, 2010 Resources--Make it Count Interactive money mentoring program and resource from the Canadian Securities Administrators -Parent resource -Instructor resource www.makeitcountonline.ca

6. © Investor Education Fund, 2010 Resources—Taking Stock in Your Future Taking Stock Intermediate Financial terminology and concepts Numeracy, literacy and problem-solving skills Taking Stock Senior Financial math and analysis Investing Fair Play Investment products – risk and return Frauds and scams, regulations, careers

7. © Investor Education Fund, 2010 Funny Money for High Schools Financial preparation for life after high school School assembly for grades 11 and 12 – Entertains and informs Funny Money Tool Kit – Cash flow management, credit and investing Funny Money cartoon series on www.getsmarteraboutmoney.ca Money management concepts

8. © Investor Education Fund, 2010 Financial management Fin. Skills Guide Worksheet: Goal setting http://www.getsmarteraboutmoney.ca/education-programs/Documents/goal- setting-worksheet.pdf Investment planning worksheet -- Net worth http://www.getsmarteraboutmoney.ca/tools-and- calculators/worksheets/InvestmentPlanningWorksheet.pdf Interactive: Time is money (growing savings - compound interest and simple interest) http://www.getsmarteraboutmoney.ca/education-programs/for- teachers/multimedia- resources/Documents/timeIsMoney/timeIsMoneyMovie.swf Video: Get it on credit (real cost when buying on credit) http://www.getsmarteraboutmoney.ca/managing-your- money/planning/managing-debt/Pages/video-get-it-on- credit.aspx?group=Funny%20Money&page=1

9. © Investor Education Fund, 2010 Globe classroom online edition Monthly lesson plans linked to current news http://www.globeclassroom.ca/edition.php http://www.globeclassroom.ca/edition.php

10. © Investor Education Fund, 2010 Toronto Star Classroom Connections program Classroom set of newspapers for two weeks (specific period) PLUS teaching kit – All About Money – Smart Consumer Guide – Smart Money Management – How do I get to there from here

11. © Investor Education Fund, 2010 CASH prizes Open to All students Saving and Investment Challenge (gr 9-10) Financial Reality Check (gr 11-12) Financial Securities Portfolio Competition (gr 11-12) Student Competitions

12. © Investor Education Fund, 2010 Connect with us You at youtube.com/InvestorEDFund at twitter.com/smarter_money

13. © Investor Education Fund, 2010 Sample Culminating Activity Portfolio Project Investment Portfolio Team Create a name for your investment team Design a logo or symbol Develop a slogan Decide on a target client or client group