Workshop Tools and Resources

Workshop Tools

Freddie Mac has created its suite of CreditSmart materials in a way that ensures the best outcomes for you and the consumers you reach. With these materials, you'll be able to easily customize and present the curriculum, and your workshop participants will be able to easily follow along, ultimately walking away with a good understanding of how to improve their credit, manage their money, and be responsible homeowners.

Suggested CreditSmart Tracks

To help you tailor CreditSmart to the needs in your community, we've organized the content into four tracks, each with its own suggested agenda, lesson plan, and related activities:

• All About Credit
• Money Management
• Steps to Homeownership
• Foreclosure Avoidance

Instructor Guide

The Instructor Guide combines all of the content you'll need to present your CreditSmart workshops. It includes talking points for each workshop presentation slide, guidance in the delivery of the curriculum, and a full glossary of terms. In addition, it contains worksheets, exercises, and case studies. The hard copy Instructor Guide contains the workshop presentation on a CD so that you can easily project your lesson, and workshop participants can easily follow along. For your convenience, you can download the Instructor Guide.

The Workshop Presentation on CD

The workshop presentation on CD includes all 12 modules of the CreditSmart curriculum, to be presented as a series of slides. The workshop presentation on CD corresponds directly with the slides as they're shown in the Instructor Guide and Consumer Workbook. It even highlights key terms in red and allows you to click on them for definitions. The CD also gives you the ability to print the individual slides or modules. If you only want to teach two modules, with a few clicks, you can program the CD to only showcase those modules out of the 12 available. To learn more about how to operate the workshop presentation on CD, visit Using the CD to Present Your Workshop.

Consumer Workbook

The Consumer Workbook is the workshop companion. Each participant receives a workbook so they can follow along with your workshop presentation and take notes. To help facilitate classroom discussion and activities, the Consumer Workbook contains worksheets, exercises, and case studies. A glossary of terms is found in the back. For your convenience, you can download the Consumer Workbook here.

Consumer Booklet

An abridged version of the CreditSmart Español and CreditSmart Asian curriculum can be found in this smaller booklet format. This version provides a condensed yet thorough examination of all of the topics covered in the curriculum, from credit to homeownership preservation. The consumer booklet also makes a good consumer resource at events, like housing fairs, festivals, etc.

• CreditSmart Español
  • Su crédito, su casa y su futuro
• CreditSmart Asian
  • English
    • The Importance of Good Credit
    • Steps to Homeownership
    • Homeowner Benefits and Responsibilities
  • Chinese
    • The Importance of Good Credit
    • Steps to Homeownership
    • Homeowner Benefits and Responsibilities
  • Vietnamese
    • The Importance of Good Credit
    • Steps to Homeownership
    • Homeowner Benefits and Responsibilities
  • Korean
    • The Importance of Good Credit
    • Steps to Homeownership
    • Homeowner Benefits and Responsibilities

Consumer Online Training

Consumers can take our new CreditSmart online training course to help them achieve their financial and homeownership goals.

Workshop Activities and Reinforcers

Exercises, games, and other activities are great reinforcers for learning. Be sure to incorporate them into your lesson plans.

Workshop Sign-In-Sheet

It's a good idea to record workshop participation so that you have a history of your activity and so that you can contact them, if they agree, for follow-up support. Download the Sign-in Sheet here.

Workshop Certificate of Completion

At the end of your workshop, it is a good idea to provide your attendees with a certificate they can take home. For your convenience, we've developed a Certificate of Completion for your workshop participants.

Workshop Evaluation

It is important to ask each participant to complete the Workshop Evaluation that is found in the back of the Consumer Workbook. Once your participants have returned the completed form to you, please send all of the forms to Freddie Mac, c/o Market Research, 8200 Jones Branch Drive, McLean, VA 22102. These evaluations allow Freddie Mac to continuously improve the CreditSmart curriculum.