Money Management

From the importance of good credit to budgeting and goal setting, this workshop offers solid information and hands-on activities to build money management skills. Participants will gain new insight into their spending and saving habits, learn how to avoid pitfalls, and develop strategies for financial success.

Workshop Agenda – Money Management

• Four-hour Workshop Agenda

Workshop Lesson Plan – Money Management

• Four-hour Workshop Lesson Plan

Workshop Presentation – Money Management

Download our Instructor Guides and Consumer Workbooks. To receive the workshop presentation on a CD, simply view the Delivering the New and Improved CreditSmart pre-recorded Web cast, and complete the request form at the end of the session.

Reinforcement – Money Management

Looking for activities, games, and support material to reinforce your lesson? Find them here.

• Module 1: Your Credit and Why It Is Important
  • High/Low Game
  • Flip Chart Survey (Where did you learn about money? What type of spender are you?)
• Module 2: Managing Your Money
  • Flip Chart Survey (Where did you learn about money? What type of spender are you?)
  • Develop a Spending Plan – Give a fictional scenario they need to develop a spending plan. Then, give another scenario where they are two years later.
• Module 3: Goal Setting
  • Goal Setting – Provide a role that the group needs to write a goal for. Then, have each participant write their own personal goal to take home with them.
• Module 8: Avoiding Credit Traps
  • Show and Tell (Bring in personal direct mail solicitations.)
• Module 10: Planning for Your Future
  • Develop a Spending Plan – Give a fictional scenario they need to develop a spending plan. Then, give another scenario where they are two years later.
  • Coffee Bean Game Instructions and Gameboard