Youth Initiatives

Introduction The problem Get involved HSFPP content HSFPP effectiveness How to recruit How to teach Say what?

How to team-teach the NEFE®
High School Financial Planning Program®

KEYS to team-teaching the NEFE High School Financial Planning Program (HSFPP) successfully:

    Copyright © 2007 National Endowment for Financial Education; used with permission.
  • Review the material and lesson plans with the classroom teacher
  • Cover all seven units in their entirety, including completion certificates
  • Allow students' and teacher's questions and interests to guide discussions
  • Customize your presentation with contemporary, local references and data
  • Report each completed course to the National Youth Involvement Board (NYIB, see step 3 of "How to get involved")
  • Serve as a consultant and guest speaker for classroom teachers who are willing and able to take over and teach the program on their own

What you CAN do while team-teaching the HSFPP:

  • Identify yourself as a credit union staff person or volunteer
  • Explain what a credit union is and how it resembles and differs from a bank
  • Use credit union sample checks, loan forms, etc. in class exercises when appropriate
  • Identify your credit union as a program sponsor by affixing a logo-and-name sticker or by stamping or imprinting your credit union ID on student workbooks for use in classes that you team-teach

What you CAN'T do while team-teaching the HSFPP:

  • Recommend specific financial services
  • Recruit for your credit union or belittle competing financial institutions
  • Distribute membership applications or product advertising

What you SHOULD do while team-teaching the HSFPP:

  • Inform local and school media of your involvement, using the sample press release
  • Include a description of your involvement in your credit union's Statement of Commitment to Members
  • Encourage your peers at chapter and other meetings to team teach the HSFPP
  • Renew your commitment each school year
  • Work with a local Cooperative Extension educator, if possible, to train teachers to use the HSFPP
Introduction The problem Get involved HSFPP content HSFPP effectiveness How to recruit How to teach Say what?
Copyright © 2012 Credit Union National Association