One of the many valuable tools available on the Project Money website (www.projectmoney.org) is My Project Money Learning Plan, found in the Tutor Resources link.
This short questionnaire about financial literacy skills is a great starting point for any tutor/learner team who are beginning to tackle the complex world of personal finance.
If your learner has expressed an interest in improving his/her financial literacy skills, take a look at the first page of the Project Money website. This list of general financial topics—Saving Money, Bank Accounts, Credit Cards, and Income Tax—can be used to get the thought process flowing. Then as a team, you can go through the learning plan (see below) and set some financial literacy goals to be worked on over the next few months.
And remember, the Project Money website has a wealth of information, written by and for adult learners, that you can use in your tutoring sessions.
My Project Money Learning Plan
I know something about managing my money. I have some strengths—I know how to
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I am also good at
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Still, I would like to learn more. I want to know more about
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Here are some things I want to do that I cannot do now: I will learn this by: (write the date)
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Copyright 2004 Project Money
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