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  High School Programs

Below are links to other financial planning education resources where you’ll have access to tools such as lesson plans, student workbooks, teacher manuals, CD-ROMs, calculators and online dictionaries. You and your students can also search for colleges and universities across the country who offer educational programs in financial planning.

The Insurance Education Institute

  • Complete lesson plans in risk management and insurance
  • Risk, Responsibility, Reality: How Insurance Works DVD and printed supplemental materials introducing students and teachers to the insurance industry

Foundation for Investor Education - Path to Investing

  • Objective, easy to use investor education resources covering a variety of topics
  • Macroeconomics lessons-how the interplay of different variables affect the market
  • Calculators and online investment terms dictionary

The Internal Revenue Service - Understanding Taxes

  • Interactive tax education program for high school and community college classrooms
  • Lesson plans outline teacher instruction, taking the guesswork out of teaching taxes
  • Can be easily customized to meet specific classroom needs
  • Educational standards reinforced in each lesson (contains links to state and national standards)

NEFE High School Financial Planning Program
This "action area" of the National Endowment for Financial Education® (NEFE®) was created to provide Americans with practical money-management skills and an introduction to financial planning through course work that covers the fundamentals of money management.

Jump$tart Coalition Clearinghouse
Use the clearinghouse to identify personal finance education materials for use in Kindergarten through 12th grade classrooms, in a variety of formats and from multiple sources.

CFP Board-Registered Programs
For a list of colleges and universities that have a registered financial planning curriculum that satisfies CFP Board's education requirement.