Financial Literacy Resources
Tips to Get Started
Identify an objective
- Public relations/outreach
- Volunteer opportunity
- Expand into new market segment (e.g., Spanish speaking, youths, college students)
- Increase deposit base
- Decrease or reactivate delinquent customers
- Homeownership product
- Small business product
- Other credit product
Identify the target audience
- May be several for the same objective (e.g., general audience, youths, seniors)
Locate training materials
- General resources: a clearinghouse of resources to develop new training materials or to supplement existing materials
- Off-the-shelf curriculum: independent training materials and financial literacy publications available for immediate use or distributions
- Proprietary materials: branded curriculum and materials provided by an organization
Determine who will conduct the training
- Financial institution personnel
- Community organization staff
- Outsource training; investment in an existing program
Other things to consider
- Where will the training take place?
- Who is responsible for marketing/advertising the training?
- What are your benchmarks? Will you measure performance?
