Curricula
samples

Below are samples of some of the materials we use in our curricula. Please note that these are samples and do not encompass our entire suite of programs and content.

If you are a volunteer, educator, or classroom host and wish to access our complete suite of materials, please click HERE to sign in and access the full library. (Note: If you don't get redirected to the library after signing in, click the "Document Downloads" link at the top of the page.)

The samples provided below represent a part of our curriculum, categorized according to programming. You can also click on the following links to explore these programs:

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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