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Financial Foundations - Budgeting Level 1
SAMPLE: Presenter's Guide - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 1 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 33-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
(2024)
Download: Direct | Box
Financial Foundations - Budgeting Level 1
SAMPLE: PowerPoint Presentation - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 1 PowerPoint Presentation directly reflects that covered in the Budgeting Level 1 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
(2024)
Download: Direct | Box
Financial Foundations - Budgeting Level 1
SAMPLE: Learner's Workbook - Budget to Build Wealth
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 1 Workbook covers the concept of wealth and what it means to individuals. How to create SMART goals and spending and savings plans to attain wealth is also covered, and net worth and cash flow are explained.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
(2024)
Download: Direct | Box
Financial Foundations - Budgeting Level 2
SAMPLE: Presenter's Guide - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presenter Guides, Volunteer Resources
Role:
Educator/Host, Parent/Guardian, Volunteer/Presenter
Budgeting Level 2 Presenter's Guide provides direction for presenting content across all module lessons.

Come prepared to deliver valuable personal finance lessons by using this 35-page guide containing an overview of content and lesson organization, objectives and timelines, activity overviews, sample scripts and presentation notes, links to resources, and more. This guide will help you prepare and confidently deliver lessons through clear and easy to follow reference to concepts and subject areas covered in the accompanying Learner's Workbook and PowerPoint Presentation.
(2024)
Download: Direct | Box
Financial Foundations - Budgeting Level 2
SAMPLE: PowerPoint Presentation - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Budgeting Level 2 PowerPoint Presentation directly reflects that covered in the Budgeting Level 2 Workbook, with color-coded slides and custom-made icons for easy reference.

Capture learners' attention and encourage their participation with our learner-centric designed PowerPoint presentation decks. Created to help you and your audience follow accompanying level 1 and level 2 workbook lessons and activities, decks promote engagement and minimize distractions. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.
(2024)
Download: Direct | Box
Financial Foundations - Budgeting Level 2
SAMPLE: Learner's Workbook - Track and Adjust Your Budget
Learner Level:
Middle School, High School
Resource type:
Workbooks
Role:
Student/Learner
Budgeting Level 2 Workbook covers how to develop a budget tracking system that is right for individuals and their financial situations. Strategies to help learners maximize savings and plan for the unexpected are also covered.

Engage your middle and high school learners with our activity-based workbooks that each cover three key budgeting concepts. Two levels are available. Level 1 modules include foundational elements to establish learning of various concepts. Level 2 modules build upon these elements to include various budgeting strategies that learners can adopt in their own lives. Each workbook includes color-coded sections that facilitate learning and participation, along with topic-specific activities and resources developed to reinforce lessons.
(2024)
Download: Direct | Box
Forward
SAMPLE: Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
The Forward Learner's Workbook includes all four Forward modules in a single source covering all content and including all lessons and activities learners need to establish the financial life they want

Engage your adult learners with our comprehensive workbook that guides individuals through various personal finance concepts including SMART financial goal setting, creating a savings plan, income and spending tracking and analysis, and much more!
(2024)
Download: Direct | Box
Forward
SAMPLE: Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 41-page guide offers suggested transition statements between activities, and an overview of content, including: making a SMART Goal action plan, strategies to overcome barriers to goals, and moving from dream to done.
(2024)
Download: Direct | Box
Forward
SAMPLE: PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores establishing SMART Goals, determining financial targets, overcoming barriers and more.
(2024)
Download: Direct | Box