© Investor Education Fund, 2010
Investor Education Fund
Financial Education
www.getsmarteraboutmoney.ca
Chris AllumJudith David-Wilson
© Investor Education Fund, 2010
• Not-for-profit organization founded by the Ontario Securities Commission
• Deliver programs to help consumers make better informed financial decisions- www.getsmarteraboutmoney.ca- Funding program for financial literacy initiatives- Education program (Resources & Professional
Development)
Investor Education Fund (IEF)
© Investor Education Fund, 2010
www.getsmarteraboutmoney.ca• Financial planning• Life events• Tools and calculators
Education program, For Teachers • Curriculum-based resources for grades 4-12
– Developed by education experts
• Teacher workshops
Investor Education Fund—www.getsmarteraboutmoney.ca
© Investor Education Fund, 2010
Resources—Approved and classroom ready
Developing Financial Sense – Junior resource-Grades 4 to 6
• Money and personal finance terms and concepts
• Numeracy, literacy and problem-solving skills
Developing Financial Skills Guide – Intermediate to senior resource-Grades 7 to 12
• Behavioural approach to develop money management skills
© Investor Education Fund, 2010
Resources--Make it Count
Interactive money mentoring program and resource from the Canadian Securities Administrators - Parent resource- Instructor resource
www.makeitcountonline.ca
© Investor Education Fund, 2010
Resources—Taking Stock in Your Future
Taking Stock Intermediate • Financial terminology and concepts• Numeracy, literacy and problem-solving skillsTaking Stock Senior • Financial math and analysis• Investing Fair Play • Investment products – risk and return• Frauds and scams, regulations, careers
© Investor Education Fund, 2010
Funny Money for High Schools
Financial preparation for life after high school• School assembly for grades 11 and 12
– Entertains and informs
• Funny Money Tool Kit– Cash flow management, credit and investing
• Funny Money cartoon series on www.getsmarteraboutmoney.ca Money management concepts
© Investor Education Fund, 2010
Financial management
Fin. Skills Guide Worksheet: Goal settinghttp://www.getsmarteraboutmoney.ca/education-programs/Documents/goal-setting-worksheet.pdfInvestment planning worksheet -- Net worthhttp://www.getsmarteraboutmoney.ca/tools-and-calculators/worksheets/InvestmentPlanningWorksheet.pdfInteractive: Time is money (growing savings - compound interest and simple
interest)http://www.getsmarteraboutmoney.ca/education-programs/for-teachers/multimedia-resources/Documents/timeIsMoney/timeIsMoneyMovie.swfVideo: Get it on credit (real cost when buying on credit)http://www.getsmarteraboutmoney.ca/managing-your-money/planning/managing-debt/Pages/video-get-it-on-credit.aspx?group=Funny%20Money&page=1
© Investor Education Fund, 2010
Globe classroom online edition
Monthly lesson plans linked to current newshttp://www.globeclassroom.ca/edition.php
© Investor Education Fund, 2010
Toronto Star Classroom Connections program
• Classroom set of newspapers for two weeks (specific period) PLUS teaching kit
– All About Money – Smart Consumer Guide– Smart Money Management – How do I get to there from here
© Investor Education Fund, 2010
CASH prizes
Open to All students
• Saving and Investment Challenge (gr 9-10)• Financial Reality Check (gr 11-12)• Financial Securities Portfolio Competition (gr 11-12)
Student Competitions
© Investor Education Fund, 2010
Connect with us
You at youtube.com/InvestorEDFund
at twitter.com/smarter_money
© Investor Education Fund, 2010
Sample Culminating ActivityPortfolio Project
Investment Portfolio Team
• Create a name for your investment team• Design a logo or symbol • Develop a slogan• Decide on a target client or client group