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50 Interactive Personal Finance Learning Activities-05-17

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50 Interactive Personal Finance Learning Activities-05-17

  1. 1. PF SMS iconsPF SMS icons 1 https://learn.extension.org/events/2971 This material is based upon work supported by the National Institute of Food and Agriculture, U.S. Department of Agriculture, and the Office of Family Readiness Policy, U.S. Department of Defense under Award Numbers 2014-48770-22587 and 2015-48770-24368. 50 Interactive Personal Finance Learning Activities
  2. 2. Connecting military family service providers and Cooperative Extension professionals to research and to each other through engaging online learning opportunities www.extension.org/militaryfamilies MFLN Intro 2 Sign up for webinar email notifications at www.extension.org/62831
  3. 3. Barbara O’Neill, Ph.D., CFP®, AFC , CHC • Extension Specialist and Distinguished Professor at Rutgers University • Currently on sabbatical and completed a thorough (two-month) review and curation of financial education resources • Creator of five different savings challenges that encourage people to save • Research Interests: Health and wealth relationships, financial practices of U.S. consumers, and impact of Extension financial education programs Today’s Presenter 3
  4. 4. Webinar Objectives • Share the results of an extensive two-month review and curation of financial education resources • Describe 50 interactive personal finance learning activities • Provide opportunities for participants to share effective learning activities 4
  5. 5. This Webinar is Like a New Jersey Diner Menu: You Need to Pick and Choose! 5Photo taken by Barbara O’Neill
  6. 6. Question #1 What is your favorite personal finance learning activity? 6
  7. 7. Resource Links • Curated List of Videos: https://www.slideshare.net/BarbaraONeill/resource-list- personal-finance-videos • Curated List of Learning Activities (Quizzes, Calculators, Lesson Plans, and Infographics): https://www.slideshare.net/BarbaraONeill/learning- activities-for-financial-education-programs • Curated list of Next Gen Personal Finance (NGPF) Resources: https://www.slideshare.net/BarbaraONeill/resource- listnext-gen-pf-financial-education-resources 7
  8. 8. Sabbatical Project Background
  9. 9. Question #2 How do you begin a class or briefing? Stories? Questions? “Ice Breaker” activities? 9
  10. 10. 1. What Do You Already Know? Personal Finance Topic___________________ • What experience have you had personally with the topic? • Where have you heard or read about the topic? • What television shows or movies or advertisements describe the topic? • What questions do you have about the topic? 10
  11. 11. 2. Financial Coat of Arms 11
  12. 12. 3. Financial Education Bingo 12
  13. 13. 4. PowerPoint Games Jeopardy! Millionaire Game 13
  14. 14. Question #3 What learning activities can leverage learners’ creativity and existing skill sets? 14
  15. 15. 5. Making a Video • Movie Maker Instructions: https://www.slideshare.net/BarbaraONeill/imsavingfor-video-contest- video-making-instructions1216 • Sample Video: https://www.youtube.com/watch?v=y8UB14rlKJU 15
  16. 16. #ImSavingFor Video Archive: More Sample Videos https://www.youtube.com/playlist?list=PLBGUy38N_Pt1fAO1VG8Hdk94MfICzfw5z 16
  17. 17. 6. Acrostics 17
  18. 18. 7. Poems 18
  19. 19. 8. Financial Topic Songs: Existing Video Examples • You Ain’t Saved Nothing Yet: http://nextgenpersonalfinance.org/you-aint-saved- nothin-yet-a-credit-card-classic-rock-parody/ • The Credit Card Song: https://www.youtube.com/watch?v=2JwdIWjVHaU • Credit Card Rap: https://www.youtube.com/watch?v=U_5hOH4Xv7Q • S-A-V-E (Sammy Rabbit): https://www.youtube.com/watch?v=ZYysHjU0Q1M • Get in the Habit (Sammy Rabbit): https://www.youtube.com/watch?v=jQHoJcSnwxg 19
  20. 20. 8. Financial Topic Songs: Learner-Created Examples • FDIC Song: https://www.youtube.com/watch?v=mdwwpnNQKaM • Stock Trading Song: https://www.youtube.com/watch?v=M16a_ESuP5I • Money Management Rap: https://www.youtube.com/watch?v=Glk5zXCOzmY&l ist=PLGBlHCfparDf0zdJ9JNQHMpSEJstcDP3k 20
  21. 21. Money Music Debrief 21
  22. 22. 9. “Paper Bag Theater” • Give small groups a bag full of “stuff” to make a 2-3 minute financial education skit with – Pens/sharpies to write with, paper, scissors, tape, etc. – A Frisbee can become a “car steering wheel” – Credit card applications, newspaper ads, etc. • Learners can add other items in their possession • Allow 30-45 minutes of skit “prep time” • Learners present their skits to the large group 22
  23. 23. 10. Paint a Financial Education Message for Social Media, etc. • Create a PowerPoint slide with text and/or photos • Take a screen shot of slide (Fn Print Screen) – You can also take a screen shot of your own videos or web site pages • Open up Paint (Windows Accessories-Paint) • Paste screen shot of PowerPoint slide or video • Name the file and save it • Open up file and crop as needed • Save it again 23
  24. 24. 11. Puzzlemaker http://www.puzzle-maker.com/ • Can make a word search puzzle or crossword puzzle • Basic features are free 24
  25. 25. 12. Ignite Presentations (a.k.a., “Lightening Rounds”) • 20 slides, 15 second advances, 5-minute talks • Template master: http://www.ignitephoenix.com/tips/ • Related types of presentations: – Petcha Kucha: 20 x 20 (20 images for 20 seconds each) – TED Talks at local TEDx events: https://www.ted.com/talks 25
  26. 26. Question #4 What learning activities can develop learners’ critical thinking skills? 26
  27. 27. 13. Polarity Activity • There is no “wrong” answer as long as you can defend it (“it depends”) Examples: • Need vs. Want? • Yes vs. No? • Agree vs. Disagree? • Buy it vs. Don’t buy it? • Big tax refund vs. Small tax refund? 27
  28. 28. 14. Venn Diagram Activity 28
  29. 29. 15. Financial Case Studies • 20 downloadable case studies: http://rci.rutgers.edu/~boneill/assignments/case- study.html • Make case study analysis presentations fun: – Animated videos: https://www.youtube.com/watch?v=AJqE07zBvb8 – https://www.youtube.com/watch?v=8FV6KkXJT6w – Recorded videos – Ignite presentations – Role plays – Poems – Other 29
  30. 30. 16. Rule of Three Comparison 30
  31. 31. 17. Personal Finance in the News 31
  32. 32. 18. Reality Simulation: The Bean Game http://extension.missouri.edu/BSF/money/BeanGame_color.pdf 32
  33. 33. 19. Reality Simulation: Welcome to Retirement https://store.extension.iastate.edu/Product/sp243-pdf 33
  34. 34. 20. Make a Table From a Calculator • http://rci.rutgers.edu/~boneill/assignments/sliderule1.html • http://rci.rutgers.edu/~boneill/assignments/sliderule2.html 34 Dozens of online calculators are in the resource list
  35. 35. 21. Your Time, Your Money Activity 35 http://njaes.rutgers.edu/sshw/workbook/12_ Convert_Consumption_Into_Labor.pdf
  36. 36. 22. Time Value of Money Problems • https://www.slideshare.net/milfamln/the-time-value-of-money- 71613988 (Slides) • http://create.extension.org/sites/default/files/KeystokesandAns wers.pdf (Keystrokes and Answers to Problems) • http://create.extension.org/sites/default/files/TimeValueofMone yLearningActivities.pdf (Time Value of Money Activities) 36
  37. 37. 23. Video and Documentary Film Debriefings • There are HUNDREDS of curated videos to choose from on the video list 37
  38. 38. Documentary Films • Broken Eggs: http://brokeneggsfilm.com/ • Can You Afford to Retire? http://www.pbs.org/wgbh/frontline/film/retirement/ • When I’m 65: http://www.wi65.org/video/ • In Debt We Trust: https://www.youtube.com/watch?v=Cltc4Og6HKo • Spent: Looking For Change (Debt): https://www.youtube.com/watch?v=Cltc4Og6HKo • Broke, Busted, & Disgusted (Student Loans): http://www.brokebusteddisgusted.com/the-film 38
  39. 39. More Documentary Films • Freakonomics: The Movie: https://www.dailymotion.com/video/x30lggo • Wage Crisis: http://topdocumentaryfilms.com/wage-crisis/ • Paycheck to Paycheck: http://www.hbo.com/documentaries/paycheck-to-paycheck- the-life-and-times-of-katrina-gilbert • I.O.U.S.A- https://www.youtube.com/watch?v=dd0ofRX1LZ0 39
  40. 40. 24. Data Crunches http://nextgenpersonalfinance.org/data-crunch/ 40
  41. 41. 25. Infographic Insights Dozens of infographics are on the resource list 41 Source: Bankrate.com: http://www.bankrate.com/fin ance/insurance/auto- insurance-infographic.aspx
  42. 42. 26. Step Up and Step Down Brainstorm ways to do more positive behaviors and fewer negative behaviors 42 Source: Dr. Alena Johnson, Utah State University
  43. 43. 27. Winners and Losers 43 Source: http://njaes.rutgers. edu/money/pdfs/Do E-Lesson-Plan-4- Planning-Saving- Investing.pdf
  44. 44. 28. Backwards & Post-It® Planning • Draw a timeline (or other visual method) from the start to finish of planning horizon for a financial goal • Use sticky notes to put required steps along timeline http://fyi.uwex.edu/ncrvd/files/2015/04/Program-Planning-and-Reflection-Activities-11.12.13.pdf 44
  45. 45. Question #5 What learning activities can develop learners’ math skills? 45
  46. 46. 29. Health Insurance Calculations Source: http://njaes.rutgers.edu/money/pdfs/DoE-Lesson-Plan-8-Comparing-Insurance-How-Health-Insurance-Works.pdf 46
  47. 47. 30. Check-Writing Activities Source: http://njaes.rutgers.edu/money/pdfs/DoE-Lesson-Plan-5-Becoming-a-Critical-Consumer.pdf 47
  48. 48. 31. Spreadsheet Activities http://njaes.rutgers.edu/money/ 48
  49. 49. More Spreadsheet Activities Next Gen Personal Finance Spreadsheets 49
  50. 50. Question #6 What learning activities do you use that are very personalized to learners’ thoughts/values/goals? 50
  51. 51. 32. Index Card Activity 51 http://nextgenpersonalfinance.org/activity-update-all-the-finance-advice- you-need-should-fit-on-an-index-card/
  52. 52. 33. Values Clarification Activities • http://www.therapistaid.com/worksheets/exploring-values.pdf • http://www.dawnfrail.com/wp-content/uploads/2012/07/Clarify-Values.pdf • https://web.extension.illinois.edu/money/values.cfm • http://www.state.nj.us/education/aps/cccs/career/resources/mc/lesson9.pdf • http://share.ehs.uen.org/system/files/ForcedValueWorksheet.pdf 52 Source: Eagle Vision Leadership Development Group: http://www.dawnfrail.com/wp- content/uploads/2012/07/Clarify- Values.pdf
  53. 53. 34. Online Quizzes http://njaes.rutgers.edu/money/ 53
  54. 54. 35. Soundbite Summaries 54
  55. 55. 36. Savings Challenges http://articles.extension.org/pages/73884/monthly-investment-message:-july-2016 55
  56. 56. 37. M&M Candy (or Fruit) Activity 56
  57. 57. 38. Draw Your Dreams 57 Source: http://njaes.rutgers.edu/money/pdfs/session-iv.pdf
  58. 58. 39. Poverty Risk Calculator https://riskcalculator.org/ 58
  59. 59. 40. PowerPay Debt Repayment Acceleration Calculation https://powerpay.org/ http://rci.rutgers.edu/~boneill/assignments/powerpay.html 59
  60. 60. 41. Plug the Leaks Give learners a handout with a picture of a boat with ten holes in it. Explain that, just like holes in a boat will eventually cause it to sink, holes in one’s spending can cause financial distress and/or use up money that could otherwise be saved. Ask participants to identify personal spending leaks. Then ask for volunteers to report their leaks to the total group and discuss. 60 Source: Building Financial Strength and Stability (2004). National Endowment for Financial Education.
  61. 61. 42. Risk Tolerance Quizzes http://njaes.rutgers.edu/money/riskquiz/ (13-Question Quiz) https://www.investmentphilosophy.com /behavioural-finance/your-attitude-to- risk/the-balloon-test (Barclays “The Balloon Test” Simulation With Pumping and Popping Balloons) 61
  62. 62. 43. Wheel of Money http://www.ppl-inc.org/wp-content/uploads/2012/09/Wheel-of-Money.pdf 62 This work is licensed under a Creative Commons Attribution-Noncommercial- Share Alike 3.0 License.
  63. 63. Question #7 What financial education learning activities involve online resources and searches? 63
  64. 64. 44. WebQuests A structured online inquiry activity: http://www.educationworld.com/a_tech/tech/tech011.shtml 64
  65. 65. 45. Twitter: Chats, Polls, Storify 65
  66. 66. 46. Live Video Streaming Facebook Live https://www.facebook.com/search/to p/?q=mfln%20personal%20finance YouTube Live 66 https://www.youtube.com/watch? v=DHOLLP731Cw
  67. 67. 47. Future Me • https://www.futureme.org/ 67
  68. 68. Question #8 What are some good summary learning activities to close a financial education class or briefing? 68
  69. 69. 48. Seven Word Summary • Adapted from Six-Word Memoirs: http://www.sixwordmemoirs.com/ • Summarize key take-aways in just 7 words – Pay yourself first to save for retirement – Always pay more than credit card minimum – Avoid high cost payday lenders and pawnshops – Follow the “Rule of Three” when shopping – Save at least part of your tax refund – Save 3-6 months of expenses for emergencies 69
  70. 70. 49. Mill to the Music 70 Source: Building Your Programs 20 Minutes at a Time: Leadership and Reflection Activities You Can Use, University of Minnesota Extension (2010).
  71. 71. 50. “Take Your Temperature” Evaluation of Learners’ Knowledge or Confidence 71
  72. 72. It’s Now Time to Order From the Menu: Pick a Few of the 50 Learning Activities 72Photo taken by Barbara O’Neill
  73. 73. What is one significant thing you learned today? 73
  74. 74. www.extension.org/62581 74This material is based upon work supported by the National Institute of Food and Agriculture, U.S. Department of Agriculture, and the Office of Family Readiness Policy, U.S. Department of Defense under Award Numbers 2014-48770-22587 and 2015-48770-24368.

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