How to Host a Financial Literacy Class in Your Community

Step 1: Download the Toolkit.

Step 2: Follow the Community Tab. Read the Guide to Presenting the Program and watch the Train the Trainer Video – located on the Community Page.

Step 3: Decide who you would like to teach, adults or teens, and click on the corresponding curriculum. Sign the Engagement Letter and access the curriculum.

Step 4: Decide which module(s) you would like to teach. We suggest starting with one module – each module is estimated to last approximately one hour. The module you teach will depend on your audience. For a more sophisticated crowd, we suggest “Keep It Safe.” For young families, “Own Your Own Home” is a great module. For those who are unaware of basic financial literacy skills, “Bank on It,” and for teens, “Budget Wise.”

Step 5: Decide where you would like to teach the course. To access a database of community-based organizations, please click here. Or, reach out to your church, school, nonprofit organization, a workplace, or service organization, anywhere you have ties and provide them with the One Pager (included in the Toolkit) on the program and ask if you can provide a one hour course. Financial education in the workplace is valuable for employers as well as employees. While many employers provide information on employee benefits, few provide training on core concepts such as budgeting, saving money and credit management that can help employees take advantage of benefits such as matching funds for retirement savings.

Step 6: Work with the location on marketing the class and getting students in the seats. A great way is to ask the venue to market the class, as well as to send out a Press Release to your local radio and newspaper stations (included in the toolkit).

Step 7: Contact your local Congressperson’s office to see if they would like to be involved in helping to recruit students or if the Congressperson would like to make an appearance. Provide the Brochure (included in the Toolkit; pages 3‐5).

Step 8: Reach out to Sarah Spear, JD, LLM, AALU Director of Policy & Public Affairs, [spear {at} aalu(.)org (202) 742‐4632] to let AALU, LIFE Foundation, NAIFA and MDRT know you have scheduled a
course or if you have any questions. We will track how many lives you touch and track the communities that have benefited.