Jump$tart Coalition Charting the Course for Financial Literacy

1. Jump$tart CoalitionCharting the Course for Financial Literacy Anne Bannister July 20, 2012

2. Jump$tart Coalition for Personal Financial Literacy An independent, non-profit coalition of 150+ national organizations: • Non-Profit Organizations • Educational Institutions • Financial Associations • Corporations • Government Agencies http://jumpstart.org/national-partners.html

3. National Clearinghouse National Educators Conference National Standards National Survey Teacher Training Alliance Update Newsletter April - Financial Literacy for Youth Month Hill Day Monitoring of Legislation State Coalitions National Initiatives

4. Jump$tart State CoalitionsBy Region

6. The Faces of National Jump$tart www.jumpstart.org

7. www.jumpstart.org Jump$tart Coalition for Personal Financial Literacy 919 18th Street NW Washington D.C. 20006

8. We Have a Virtual Library A tool to help people find personal finance materials Free access to database Over 800 titles Over 400 free titles Many can be downloaded instantly!

9. Criteria for Reviewing Materials(currently being revised and updated, 04/2012) All resources must: • Be educational and/or informative • Focus solely or predominantly on personal finance or closely related topics (Including but not limited to economics, entrepreneurship, and consumer science) • Be accurate and up-to-date • Present balanced, unbiased information; be objective in content and tone

10. Criteria for Reviewing Materials(currently being revised and updated, 04/2012) Continued… all resources must: • Be generally available to anyone in the U.S. • Not contain offensive, discriminatory, illegal or unethical content or features • Not sell or promote specific financial projects, services, companies or individuals • Not offer financial advice beyond the extent appropriate for a broad, general audience

11. Topics Keyed to Jump$tart National Standards National Standards in K–12 Personal Finance Education With Benchmarks, Knowledge Statements, and Glossary 4th, 8th and 12th Grade Students 2007 edition

12. Key Content Areas • Financial Responsibility and Decision Making • Income and Careers • Money Management • Credit and Debt • Risk Management and Insurance • Saving and Investing

13. advertising consumer protection ethical decisions financial advisors identity theft goals lifestyle opportunity cost wants and needs Financial Responsibility and Decision Making

14. Income and Careers • career options • entrepreneurs • income sources • take-home pay • taxes • inflation

15. cash flow net worth budget expenses comparison shopping credit and debit cards monitoring accounts financial records wills charitable giving Financial Planning and Money Management

16. credit laws and consumer rights credit reports and credit scores credit counseling interest rates mortgages auto loans student loans repossession wage garnishment Credit and Debt

17. health disability auto property liability homeowners renter’s life long-term care government insurance programs Risk Management / Insurance

18. time value of money rate of return rule of 72 diversification emergency fund savings accounts mutual funds bonds stocks real estate dollar cost averaging employer-sponsored retirement saving plans individual retirement accounts (IRA) tax deferred tax exempt social security government regulation Saving and Investing

19. Clearinghouse Optionswww.jumpstartclearinghouse.org • Search the Clearinghouse • Browse the Clearinghouse • Review the List of Free Materials • Provide feedback to staff • Submit materials to the Clearinghouse

20. Clearinghouse Search • Search by Keyword only: Search • Search by Title only: Search • Search by Provider only: Search and . . .

21. You Can Narrow Your Search Grade Level Resource Type Suggested Keywords Special Needs Language

22. Sort Results of your Search Alphabetical by title (default) Price(free to most expensive) Publication Date (most recent entries first)

23. Detailed Information • Description • Grade Level • Resource Type • Provider • Price (or Free) • Ordering Information • Publication Year

24. Disclaimers • Jump$tart does not distribute Clearinghouse materials – contact the provider for ordering or download • Inclusion in the database does not constitute a formal endorsement of the materials • Implied endorsement by Jump$tart may not be used to advertise the materials

25. Submit a Resource for Review • Click on SUBMIT MATERIALS on Clearinghouse first page • Search the Clearinghouse • Browse the Clearinghouse • Review the List of Free Materials • Provide feedback to Clearinghouse Staff • Submit materials to the Clearinghouse

26. Clearinghouse - Summary • Free access to database • Over 800 titles – over 50% are free • Updated continuously • Resources address Standards in K-12 Personal Finance Education www.jumpstartclearinghouse.org

27. For Further information Anne Bannister, Manager Jump$tart Personal Finance Clearinghouse 612 North Main Street Ann Arbor, MI 48104 Cell: 734-945-1639 Email: anne.bannister@jumpstart.org

28. More Jump$tart Resources for Teachers • Best Practices for Education Materials • Downloadable Resources for Making the Case • National Standards • Reality Check • State Coalitions • Iowa Jump$tart • http://jumpstart.org/resources.html

29. National Initiative

30. National Advisory Committee • Council for Economic Education • Federal Deposit Insurance Corporation (FDIC) • Jump$tart Coalition for Personal Financial Literacy • Junior Achievement • National Endowment for Financial Education • Take Charge America Institute – University of Arizona • U.S. Department of Education • U.S. Department of Treasury

31. 2012 National Educator Conference • November 2 – 4 in Chicago • $395 conference fee includes 2-night hotel stay & all conference meals • 250 teachers from across U.S. • Exhibitors, workshops, networking • Online registration opens in Sept. after Labor Day

32. Jump$tart CoalitionCharting the Course for Financial Literacy Thanks for All You Do to Promote Financial Literacy!