1. Financial Basics and Beyond Takeila Barnes Hall, CFNC Regional Representative NCASFAA Fall Conference – November 1-4, 2015 1

2. Financial Basics NEW Summer 2015 Replaces previous courses: MoneyEdu Financial Literacy 101 Advanced Money Management

3. Highlights Accessible on personal computer, tablet or smart phone Simple registration/log-in Viewable in text or multimedia Interactive exercises and quiz questions Tools and calculators Printable fact sheets Course notebook

4. How to Access Financial Basics

5.  Introductory Student Video  College Tools  Teacher Tools  Course Verification  Help Center

6.  Registration takes 30 seconds or less  Students and teachers register by selecting their school or by entering a Classroom Code Streamlined Registration

7. Account Upgrade Students who have an existing CFNC account and have used previous financial literacy courses can upgrade their account by verifying profile data.

8. Account Upgrade Confirm identity and reset password to continue use of new Financial Basic courses

9. Student Log In

10. Financial Basics High School College

11. NCASFAA Fall Conference – November 1-4, 2015 11

12. College Students Like boot camp for financial success Comprehensive course targeted to 1 st year students, but suitable for any college student. Course topics completed in order, but at student’s own pace. Focuses on budgeting, managing credit, and recognizing the signs of financial trouble -Includes key topics from both Financial Literacy 101 and Advanced Money Management Integrates Learning Coach for real-time feedback on participation

13. Financial Basics 12 College Course Topics:

14. Financial Basics College course topics continued:

15. High School Course College Course

16. Sample Quiz Question Each topic section ends with a few questions. Results of required topics are compiled for final score. Student can re-answer questions.

17. Budget Calculation Tool

18. Credit Card Repayment Calculator

19. Assess Your Risk for Identity Theft

20. Financial Basics

21. Additional Resources - Fact Sheets

22. College Administrators Streamlined interface makes it easier to get the information they need Improved export tools for generating participation reports Can now customize a welcome message for new students – great for posting instructions and/or deadlines No action is required from current administrators – they will access the new control panel through their CFNC.org account

23. Administrators Control Panel NCASFAA Fall Conference – November 1-4, 2015 23

24. Administrative Tools Designed for campus wide implementation. Through your administrative control panel you can: Export student specific participation list to an excel spreadsheet View student participation details, including missed quiz questions Easily find a student with powerful search tools Get aggregate reports of missed quiz questions and student usage trends NCASFAA Fall Conference – November 1-4, 2015 24

25. Student Activity NCASFAA Fall Conference – November 1-4, 2015 25

27. On Your Campus NCASFAA Fall Conference – November 1-4, 2015 27 Consider using a combination things: Some students respond best “in person” Some prefer working at their own pace on-line Integrate financial literacy education into your debt management plan Your current financial literacy education activities? Your future financial literacy education plans?

28. To open a new administrative account contact your school’s CFNC Representative: NCASFAA Fall Conference – November 1-4, 2015 28

29. Questions

30. NCASFAA would like to thank our Professional Affiliates! NCASFAA Fall Conference – November 1-4, 2015 30