American Express and the National Endowment for Financial Education, developed the Financial Education Clearinghouse to support the delivery of community-level financial literacy programs to teach and motivate underserved segments of society, (including the newly employed, young workers, individuals moving from welfare to work, and immigrants) to make changes in financial behaviors that will lead to economic independence.
The Clearinghouse is a listing of classroom and self-help educational materials. These resources have been used successfully for a variety of diverse populations with special needs, such as cultural sensitivity, low income, low literacy, and challenging life circumstances.
About the Clearinghouse.
Clearinghouse classroom and self-help materials list
Find answers to Frequently Asked Questions (FAQs)
The primary function of the Clearinghouse is to assist community organizations in finding appropriate materials to implement financial literacy programs for underserved populations. The Clearinghouse primarily functions to:
- Identify financial literacy curricula with facilitator and learner materials, and related educational resources that help educate the underserved in personal finance issues.
- Serve as a financial education resource for individuals seeking self-help materials on a variety of money management topics.
The materials listed on the Clearinghouse are sorted into subject areas on a variety of financial topics. Organizations can access teacher guides and classroom materials to provide financial education programs for their underserved constituents in the Clearinghouse.
The Financial Education Clearinghouse offers a variety of curricula, self-study programs, and Web site resources. Materials included in the Clearinghouse are intended to be of value to individuals and organizations that provide educational and support services to underserved adult populations including immigrants, the newly employed, young workers, and those transitioning from welfare to work.
Individuals will find that the Subject Listing will direct them to a variety of specific topics.
Organizations that wish to offer a basic financial literacy training program to their clients should select Personal Finance Basics.
Subject Listing
The listing below offers a general introduction to the types of information in the Financial Education Clearinghouse. The Clearinghouse is updated periodically, and the Subject Listing will be updated as needed to appropriately categorize materials. Subtopics and cross references to other subjects are included in the Subject Listing to assist in finding related information. While many of these materials are free, others do carry a purchase price.
Automobile Tips on buying new or used vehicles, leasing, repossession, maintenance, repair. (See also: Insurance)
Banking Opening and maintaining checking and savings accounts, loans, electronic funds transfers, using ATMs. (See also: Working with Financial Institutions and Professionals)
Budgeting Spending plans, financial goal setting, identifying wants vs. needs, money management, cutting expenses, tracking expenses.
Consumer Issues Legal rights and responsibilities, rent-to-own contracts, consumer resources, unemployment, telemarketing. (See also: Working with Financial Institutions and Professionals and Credit Management)
Credit Management Shopping for the right credit card, deciding whether to use credit, debt reduction. (See also: Consumer Issues)
Entrepreneur Starting a business, micro-enterprise, business financial reports.
Estate planning Creating an estate plan, objectives, methods of property ownership, wills, trusts.
Homeownership Preparing to buy a home, shopping for a home, mortgages, calculating mortgage payments, lender sources, terminology, settlement statements, closing, warranties, inspections, title services maintenance, predatory lending. (See also: Insurance)
Insurance Automobile, disability, home, health, life, long-term care. (See also: Risk Management)
Investing Goal setting, mutual funds, equities, stocks, bonds. (See also: Retirement Planning)
Personal Finance Basics Classroom and workshop materials on a range of personal financial planning topics, curricula on money management issues, teacher guides, classroom materials, games, workbooks, worksheets, overheads, videos.
Record Keeping Organizing financial records, determining what records to keep and where, household inventories, worksheets, checkbook register, keeping and replacing important documents. (See also: Banking and Homeownership)
Retirement Planning IRAs, 401(k), Social Security, retirement living, life planning, cutting expenses. (See also: Investing)
Risk Management Safety, security, maintenance, repair. (See also: Insurance)
Saving Goal setting, tips on cutting expenses, identifying wants vs. needs, smart shopping.
Taxes Income taxes, tax returns, tax credits, tax reduction strategies.
Working with Financial Institutions and Professionals Banks, credit unions, creditors, financial planners, tax preparers. (See also: Banking, Homeownership, Consumer Issues, and Credit Management)
The Financial Education Clearinghouse was developed by the American Express Foundation and the National Endowment for Financial Education® (NEFE®). Its purpose is to help community-level nonprofit organizations develop financial education as part of their ongoing client services program and to serve as a personal financial management resource for individuals seeking self-help materials. Frequently Asked Questions that we have received in the past appear below.
What materials are listed in the Financial Education Clearinghouse?
All materials listed in the Financial Education Clearinghouse have been reviewed and evaluated to assure they offer information that is educational and comprehensive. Also, none of the materials sell or promote a proprietary product. All are available at reasonable cost, and many are free.
What is the best way to find complete training programs (teacher and student materials that cover all the basics on personal money management) on the Clearinghouse?
You can find a list of programs that offer teacher and student materials on basic money management at the subject area, Personal Finance Basics.
I can't find out how to order the materials that are listed on the Clearinghouse.
The Clearinghouse is set up in levels. First, you decide on a subject area. When you click on a title in the subject area, you will see a brief description of the materials. If the description seems to be a fit for the type of project you envision, click on the title again for information on how to order the materials and how much they cost, if anything.
Who can use the Clearinghouse?
The Clearinghouse is available for individuals seeking self-help materials and for organizations to provide financial information to their constituents.
American Express and the National Endowment for Financial Education, developed the Financial Education Clearinghouse to support the delivery of community-level financial literacy programs to teach and motivate underserved segments of society, (including the newly employed, young workers, individuals moving from welfare to work, and immigrants) to make changes in financial behaviors that will lead to economic independence.
The Clearinghouse is a listing of classroom and self-help educational materials. These resources have been used successfully for a variety of diverse populations with special needs, such as cultural sensitivity, low income, low literacy, and challenging life circumstances.
About the Clearinghouse.
Clearinghouse classroom and self-help materials list
Find answers to Frequently Asked Questions (FAQs)
The primary function of the Clearinghouse is to assist community organizations in finding appropriate materials to implement financial literacy programs for underserved populations. The Clearinghouse primarily functions to:
- Identify financial literacy curricula with facilitator and learner materials, and related educational resources that help educate the underserved in personal finance issues.
- Serve as a financial education resource for individuals seeking self-help materials on a variety of money management topics.
The materials listed on the Clearinghouse are sorted into subject areas on a variety of financial topics. Organizations can access teacher guides and classroom materials to provide financial education programs for their underserved constituents in the Clearinghouse.
The Financial Education Clearinghouse offers a variety of curricula, self-study programs, and Web site resources. Materials included in the Clearinghouse are intended to be of value to individuals and organizations that provide educational and support services to underserved adult populations including immigrants, the newly employed, young workers, and those transitioning from welfare to work.
Individuals will find that the Subject Listing will direct them to a variety of specific topics.
Organizations that wish to offer a basic financial literacy training program to their clients should select Personal Finance Basics.
Subject Listing
The listing below offers a general introduction to the types of information in the Financial Education Clearinghouse. The Clearinghouse is updated periodically, and the Subject Listing will be updated as needed to appropriately categorize materials. Subtopics and cross references to other subjects are included in the Subject Listing to assist in finding related information. While many of these materials are free, others do carry a purchase price.
Automobile Tips on buying new or used vehicles, leasing, repossession, maintenance, repair. (See also: Insurance)
Banking Opening and maintaining checking and savings accounts, loans, electronic funds transfers, using ATMs. (See also: Working with Financial Institutions and Professionals)
Budgeting Spending plans, financial goal setting, identifying wants vs. needs, money management, cutting expenses, tracking expenses.
Consumer Issues Legal rights and responsibilities, rent-to-own contracts, consumer resources, unemployment, telemarketing. (See also: Working with Financial Institutions and Professionals and Credit Management)
Credit Management Shopping for the right credit card, deciding whether to use credit, debt reduction. (See also: Consumer Issues)
Entrepreneur Starting a business, micro-enterprise, business financial reports.
Estate planning Creating an estate plan, objectives, methods of property ownership, wills, trusts.
Homeownership Preparing to buy a home, shopping for a home, mortgages, calculating mortgage payments, lender sources, terminology, settlement statements, closing, warranties, inspections, title services maintenance, predatory lending. (See also: Insurance)
Insurance Automobile, disability, home, health, life, long-term care. (See also: Risk Management)
Investing Goal setting, mutual funds, equities, stocks, bonds. (See also: Retirement Planning)
Personal Finance Basics Classroom and workshop materials on a range of personal financial planning topics, curricula on money management issues, teacher guides, classroom materials, games, workbooks, worksheets, overheads, videos.
Record Keeping Organizing financial records, determining what records to keep and where, household inventories, worksheets, checkbook register, keeping and replacing important documents. (See also: Banking and Homeownership)
Retirement Planning IRAs, 401(k), Social Security, retirement living, life planning, cutting expenses. (See also: Investing)
Risk Management Safety, security, maintenance, repair. (See also: Insurance)
Saving Goal setting, tips on cutting expenses, identifying wants vs. needs, smart shopping.
Taxes Income taxes, tax returns, tax credits, tax reduction strategies.
Working with Financial Institutions and Professionals Banks, credit unions, creditors, financial planners, tax preparers. (See also: Banking, Homeownership, Consumer Issues, and Credit Management)
The Financial Education Clearinghouse was developed by the American Express Foundation and the National Endowment for Financial Education® (NEFE®). Its purpose is to help community-level nonprofit organizations develop financial education as part of their ongoing client services program and to serve as a personal financial management resource for individuals seeking self-help materials. Frequently Asked Questions that we have received in the past appear below.
What materials are listed in the Financial Education Clearinghouse?
All materials listed in the Financial Education Clearinghouse have been reviewed and evaluated to assure they offer information that is educational and comprehensive. Also, none of the materials sell or promote a proprietary product. All are available at reasonable cost, and many are free.
What is the best way to find complete training programs (teacher and student materials that cover all the basics on personal money management) on the Clearinghouse?
You can find a list of programs that offer teacher and student materials on basic money management at the subject area, Personal Finance Basics.
I can't find out how to order the materials that are listed on the Clearinghouse.
The Clearinghouse is set up in levels. First, you decide on a subject area. When you click on a title in the subject area, you will see a brief description of the materials. If the description seems to be a fit for the type of project you envision, click on the title again for information on how to order the materials and how much they cost, if anything.
Who can use the Clearinghouse?
The Clearinghouse is available for individuals seeking self-help materials and for organizations to provide financial information to their constituents.