The OBA Education Foundation is pleased to provide the Financial Education Resource Guide. Explore this guide to find the tools to manage all aspects of your financial life - from creating a budget to managing your credit and protecting your identity.  Whether you're a teacher needing materials for your classroom or a banker seeking to interact with your community, you'll find many helpful resources here to assist in your efforts.

FIND  Resources based on who you are:

Public

Personal Finance & Money Management

• Better Money Habits
  Personal financial education on a host of topics.
  
  
• FDIC Learning Bank
  Resources on banks, accounts, loans and more.
  
  
• Financial Literacy Guide for Children
  Resources to introduce money management
   
• Money Fit - My Life My Choices™ Student Edition
  A free, online course for students from middle school through high school providing a safe and fun environment to get a deep understanding of how personal values and priorities can affect their checking account balances.
   
• Money Smart 
  Computer-based instruction tool for basic personal financial management available in English and Spanish.
  
  
• Money Smart for Older Adults
  The module provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making. Available in English and Spanish.
  
  
• My Money
  Learn the five building blocks for managing and growing your money – Earn, Save & Invest, Protect, Spend and Borrow.
  
  
• Save First
  Workplace financial wellness administration.
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• Smart About Money 
  Free online courses on money basics and more.

Understanding Credit

• Better Money Habits
  Tips for managing credit and how it affects your financial identity.
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• Annual Credit Report
  ​The only source for free credit reports authorized by federal law.

Home Buying 101

• Better Money Habits
  Tips to make smart decisions before and after you buy.
   
• Home Smart Oregon
  Budgeting, saving, down payment assistance programs and safe financing options.
  
  
• Homebuyer Education
  Find a homebuyer education course in your area. 
  
  
• Regional Housing Center 
  Local resources to help low and moderate income families rent and purchase affordable housing.
  
  
• A Consumer's Guide to Mortgage Refinancing
  Along with the potential benefits to refinancing, there are also costs, learn what you need to know about refinancing your home.

Identity Theft Protection

• Better Money Habits
  Get an understanding of identity theft, online security and how to stay safe.
   
• Federal Trade Commission
  Learn how to avoid identity theft - and what to do if your identity is stolen.  
  
  
• Identity Theft Quiz
  Find out how vulnerable you may be to identity theft.
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• Office of the Comptroller of the Currency
  Consumer fraud awareness and prevention.
  
  
• Oregon Department of Justice 
  What to do if you become a victim.

Investing 101

• Better Money Habits
  Learn what you can do to save and invest for the future.
  
  
• Investor Bill of Rights 
  10 things you should know before you invest.
   
• Path to Investing
  Online quizzes, games, calculators, worksheets and a dictionary of financial terms.
   
• State of Oregon
  Information on saving for your future. ​

Just for Women

• MsMoney Women & Finance 
  Tips on financial health, investing, life planning, debt reduction and more.
    
• Women's Institute for a Secure Retirement 
  Resources for retirement planning.

Money Management for Youth

• It All Adds Up
  A site for teens who want to get a head start on their financial future.
   
• Money Fit - My Life My Choices™ Student Edition
  A free, online course for students from middle school through high school providing a safe and fun environment to get a deep understanding of how personal values and priorities can affect their checking account balances.
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• MoneySKILL Financial Literacy Course 
  Free interactive internet-based course on personal finance.

Teachers

Grades k-6

• Financial Beginnings
  Beginning with basic information, from how to identify coins and bills to more complex topics related to the budget and objectives, students may accumulate the necessary knowledge to make the right decisions in the future.  
  
  
• Money Smart for Young People
  FDIC's new instructor-led Money Smart program for grades Pre-K - 2 and 3 - 5. 
  
  
• Wise Pockets  
  Strategies for teaching personal finance education in the classroom for grades 3 - 6.
  
  
• Money Management International
  Money management, budgeting and credit lesson plans designed for grades 3 - 6.
  
  
• Citi Financial Education Curriculum
  Interactive and printable lesson plans for grades K - 5. 
  
  
• Practical Money Skills for Life
  Four lesson plans with teacher's guide and worksheets designed for grades K -  2.
  
  
• Practical Money Skills for Life
  Four lesson plans with teacher's guide and worksheets designed for grades 3 - 6.
  
  

• MoneySKILL 
  *Registration required (free).  Thirty-four "how-to" modules on personal finance.

Grades 7-8

• Financial Beginnings
  This program provides finance education while framing personal financial decisions within the larger local and global economies. Curriculum is taught through an interactive, game-like format, which engages students by presenting real-world economic scenarios.
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• Money Fit - My Life My Choices™ Student Edition
  A free, online course for students from middle school through high school providing a safe and fun environment to get a deep understanding of how personal values and priorities can affect their checking account balances.
  
  
• Money Smart for Young People
  FDIC's new instructor-led Money Smart program for grades 6 - 8. 

 

• Practical Money Skills for Life
  Fourteen lesson plans with teacher's guide and worksheets designed for grades 7 - 8.
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• MoneySKILL 
  *Registration required (free).  Thirty-four "how-to" modules on personal finance.

Grades 9-12

• Financial Beginnings
  The Financial Foundations program is designed for high school students and young adults. The curriculum is broken down into five subjects including: banking, budgeting, credit, investing and risk management. 
  
  
• Money Fit - My Life My Choices™ Student Edition
  A free, online course for students from middle school through high school providing a safe and fun environment to get a deep understanding of how personal values and priorities can affect their checking account balances.
   ​ 
• Money Smart for Young People
  FDIC's new instructor-led Money Smart program for grades 9 - 12. 
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• Practical Money Skills for Life
  Twenty-two lesson plans with teacher's guide and worksheets designed for grades 9 - 12.
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• MoneySKILL 
  *Registration required (free).  Thirty-four "how-to" modules on personal finance.
  
  
• Scholarship Search Platforms
  List of the best reviewed scholarship search platforms and instructions for students on how to use them effectively to find as many opportunities as possible.

Grades 12+

• Financial Beginnings
  This program helps students successfully transition from high school to post-secondary education (and beyond) through informed and proactive financial decisions.
  
  
• Practical Money Skills for Life
  Ten lesson plans with teacher's guide and worksheets designed for college age students.

Bankers

Events

Bankers can provide financial education at any time, the following events however, provide special opportunities to connect with your local schools and community.

• Teach Children to Save Day (April)
• Get Smart About Credit Day (October)​

Connect with Your Community

• Financial Beginnings
  Volunteer as an instructor for this nonprofit which provides comprehensive programs on financial education to children and adults in Oregon and Washington.
  
  
• ​Identity Theft Prevention
  With identity theft on the rise, Oregon banks must increase their efforts to help our community members understand more about protecting their personal information - and these resources will help you do just that. 
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• Elder Financial Abuse Prevention
  Learn how to protect senior citizens from financial abuse.

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