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CreditSmart A Guide to Help You Understand, Promote, and Deliver the CreditSmart Curriculum

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

Workshop Lesson Plan – Money Management

Workshop Presentation – Money Management

Download our Instructor Guides and Participant Presentations.

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
  • 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
  • Module 10: Planning for Your Future

Review the Terms & Conditions

Learn more about the "do's and don'ts" of Conducting CreditSmart workshops from our Terms & Conditions.

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