© Investor Education Fund, 2010

Investor Education Fund

Financial Education

www.getsmarteraboutmoney.ca

Chris AllumJudith David-Wilson

© Investor Education Fund, 2010

• Not-for-profit organization founded by the Ontario Securities Commission

• Deliver programs to help consumers make better informed financial decisions- www.getsmarteraboutmoney.ca- Funding program for financial literacy initiatives- Education program (Resources & Professional

Development)

Investor Education Fund (IEF)

© Investor Education Fund, 2010

www.getsmarteraboutmoney.ca• Financial planning• Life events• Tools and calculators

Education program, For Teachers • Curriculum-based resources for grades 4-12

– Developed by education experts

• Teacher workshops

Investor Education Fund—www.getsmarteraboutmoney.ca

© Investor Education Fund, 2010

Resources—Approved and classroom ready

Developing Financial Sense – Junior resource-Grades 4 to 6

• Money and personal finance terms and concepts

• Numeracy, literacy and problem-solving skills

Developing Financial Skills Guide – Intermediate to senior resource-Grades 7 to 12

• Behavioural approach to develop money management skills

© Investor Education Fund, 2010

Resources--Make it Count

Interactive money mentoring program and resource from the Canadian Securities Administrators - Parent resource- Instructor resource

www.makeitcountonline.ca

© Investor Education Fund, 2010

Resources—Taking Stock in Your Future

Taking Stock Intermediate • Financial terminology and concepts• Numeracy, literacy and problem-solving skillsTaking Stock Senior • Financial math and analysis• Investing Fair Play • Investment products – risk and return• Frauds and scams, regulations, careers

© Investor Education Fund, 2010

Funny Money for High Schools

Financial preparation for life after high school• School assembly for grades 11 and 12

– Entertains and informs

• Funny Money Tool Kit– Cash flow management, credit and investing

• Funny Money cartoon series on www.getsmarteraboutmoney.ca Money management concepts

© Investor Education Fund, 2010

Financial management

Fin. Skills Guide Worksheet: Goal settinghttp://www.getsmarteraboutmoney.ca/education-programs/Documents/goal-setting-worksheet.pdfInvestment planning worksheet -- Net worthhttp://www.getsmarteraboutmoney.ca/tools-and-calculators/worksheets/InvestmentPlanningWorksheet.pdfInteractive: Time is money (growing savings - compound interest and simple

interest)http://www.getsmarteraboutmoney.ca/education-programs/for-teachers/multimedia-resources/Documents/timeIsMoney/timeIsMoneyMovie.swfVideo: Get it on credit (real cost when buying on credit)http://www.getsmarteraboutmoney.ca/managing-your-money/planning/managing-debt/Pages/video-get-it-on-credit.aspx?group=Funny%20Money&page=1

© Investor Education Fund, 2010

Globe classroom online edition

Monthly lesson plans linked to current newshttp://www.globeclassroom.ca/edition.php

© Investor Education Fund, 2010

Toronto Star Classroom Connections program

• Classroom set of newspapers for two weeks (specific period) PLUS teaching kit

– All About Money – Smart Consumer Guide– Smart Money Management – How do I get to there from here

© Investor Education Fund, 2010

CASH prizes

Open to All students

• Saving and Investment Challenge (gr 9-10)• Financial Reality Check (gr 11-12)• Financial Securities Portfolio Competition (gr 11-12)

Student Competitions

© Investor Education Fund, 2010

Connect with us

You at youtube.com/InvestorEDFund

at twitter.com/smarter_money

© Investor Education Fund, 2010

Sample Culminating ActivityPortfolio Project

Investment Portfolio Team

• Create a name for your investment team• Design a logo or symbol • Develop a slogan• Decide on a target client or client group