[Natfinwellness] Universities with mandatory (or nearly mandatory) financial education

[Nate Peterson]

Hi Sue,

At the University of Minnesota Twin Cities, we use 2 methods that get at
our incoming 1st year students:

-Welcome Week presentation regarding financial wellness.  We only get about
25 minutes with students in large scale presentation settings, but we feel
that it's a good jumping off point to the beginning of conversations.  We
also do a "train the trainer" with our 350 Welcome Week leaders to give
them tips about financial conversations, and to prepare them to refer
properly.  We also use this as an opportunity to let students know about
our 1:1 financial wellness counseling meetings.

-Transit financial wellness assessment.  I would say this is an "implied
mandate", meaning we send it out with our alcohol and sexual violence
prevention modules and approximately 85% of our students end up completing
the assessment.  In addition to this helping students learn about financial
wellness, it also provides us with some great statistical data that we can
use regarding credit, loans, and financial understanding.

Nate P

On Thu, Oct 8, 2015 at 11:03 AM, Susie Jacobs <Suzanne.Jacobs at colorado.edu>
wrote:

> Good morning,
>
>
>
> Do any of your schools require financial education for students in some
> form?  Or does anyone incorporate it into programming in such a way that
> most students receive it in some form?
>
>
>
> I am especially interested in 4-year public U’s with FTE around 30,000 or
> so, but would like to hear from anyone who is doing this.
>
>
>
> Thank you for your help.
>
>
>
> *Susie Jacobs*
>
> Manager, Communications
>
> Bursar’s Office
>
> University of Colorado Boulder
>
> *T* 303 735 0817
>
> *F* 303 492 1017
>
> *Online* Bursar’s Office <http://bursar.colorado.edu/>
>
> *Social *@CUBoulder <https://twitter.com/CUBoulder>
>
>
>
> [image: BeBoulder_Email_Signature-1]
>
>
>
> _______________________________________________
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>


-- 
Nate Peterson
Assistant Director|One Stop Student Services | onestop.umn.edu
222 Pleasant Street SE, 225D Bruininks Hall
University of Minnesota | umn.edu
*pete2787 at umn.edu <pete2787 at umn.edu>*  | 612-625-0160
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