[Natfinwellness] Required Financial Wellness Classes
Sarah Keene
skeene at umn.edu
Fri Jan 15 13:57:37 EST 2016
Hi Jennifer and others,
To piggyback on Nate's response...
Though it's not currently offered or mandated on the Twin Cites campus,
my department recently finished developing and have available for
license a 1-credit online financial literacy course aimed at
transition/undergraduate students called "Financial Fitness." Some of
our other online wellness courses are being offered on other campuses,
and we hope to share this one with other schools as well. It could be
facilitated entirely online or through a hybrid format.
The course also has prepared quiz questions and assignments, which
include reflections on personal values surrounding money, keeping a
spending log, creating a budget, comparison shopping, shopping for
health insurance, responding to a credit report scenario, and conducting
research around a career or field of interest.
Feel free to visit ri.umn.edu <http://ri.umn.edu> for more info and
contact riinfo at umn.edu <mailto:riinfo at umn.edu> with any questions.
Best,
Sarah Keene
________________________________
*Sarah Keene, M.S.Ed., M.Phil.Ed.*
Instructor, PUBH1001: Success Over Stress | Rothenberger Institute |
*ri.umn.edu*
McNamara Alumni Center, Ste 350-1 | Office Hours: by appointment only
University of Minnesota | *umn.edu*
*skeene at umn.edu* | 612.626.8335
On 1/15/16 9:00 AM, Nate Peterson wrote:
> Hi Jennifer,
>
> At the University of Minnesota-Twin Cities, all of our incoming
> undergraduate students complete an online module (Transit Financial)
> to assess financial wellness. This is a 2 part module with an implied
> mandate to complete. Additionally, all of our incoming 1st year and
> transfer students attend a financial wellness session during Welcome
> Week titled Live Like a Student (the same name as our campaign).
> Finally, we are exploring mandating 1:1 financial wellness
> appointments for students receiving institutional loans. More to come
> on that one.
>
> Nate
>
> On Thu, Jan 14, 2016 at 9:52 PM, Ashton, Bryan <ashton.53 at osu.edu
> <mailto:ashton.53 at osu.edu>> wrote:
>
> Hi Jennifer --
>
> At Ohio State we have a partial financial wellness mandate for
> students as part of our Second Year Transformational Experience
> Program. Students who are enrolled in the program (1,500 this
> year -- with expected growth in years to come) go through a two
> part financial wellness intervention:
>
> 1) Is an online financial module that targets the raising of
> awareness around a variety of financial topics.
> 2) Is a 1:1 in person coaching appointment that helps students to
> understand their personal financial situation and navigate any
> concepts that they would like.
>
> I would be more than happy to go further in depth if helpful!
>
> Bryan
>
>
> Bryan Ashton Assistant Director
> The Office of Student Life Student Wellness Center
> B130 RPAC | 337 Annie and John Glenn Ave, Columbus, OH 43210
> (614) 230-8190 <tel:%28614%29%20230-8190> Office
> ashton.53 at osu.edu <mailto:ashton.53 at osu.edu> *swc.osu.edu
> <http://UrlBlockedError.aspx>*
>
> EDUCATIONAL SERVICE ONLY; NO ADVICE IS PROVIDED
>
> Scarlet and Gray Financial Coaching is an educational service
> only. We do not provide investment, legal, debt consolidation,
> debt management or tax advice. The information provided is for
> general educational purposes only, and is not intended to
> substitute for the advice of your investment, legal, tax advisors
> and/or credit counselors or to be the basis of specific trading,
> investment or debt consolidation and management activities. If you
> need investment, legal, tax advice, and/or credit counseling,
> please consult with one of these professionals.
>
> The links to third-party financial resources are provided as a
> convenience for informational purposes only. Neither The Ohio
> State University or its Student Wellness Center endorses or
> approves any of the products, services or opinions of the entities
> or individuals associated with these links. The Ohio State
> University and its Student Wellness Center bear no responsibility
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> ------------------------------------------------------------------------
> *From:* Natfinwellness [natfinwellness-bounces at lists.osu.edu
> <mailto:natfinwellness-bounces at lists.osu.edu>] on behalf of
> Schroeder, Jennifer L [SFINA] [jschroed at iastate.edu
> <mailto:jschroed at iastate.edu>]
> *Sent:* Thursday, January 14, 2016 2:27 PM
> *To:* natfinwellness at lists.osu.edu
> <mailto:natfinwellness at lists.osu.edu>
> *Subject:* [Natfinwellness] Required Financial Wellness Classes
>
> We are currently pursuing creating a required financial
> literacy/personal finance course; I was wondering if any schools
> currently have a required financial literacy or personal financial
> wellness type class? If so can you share with me the name of the
> class, number of credits and topics covered?
>
> Thank you!
>
> Jennifer Schroeder
>
> Program Coordinator
>
> Student Loan Education Office
>
> www.NoFearFinance.com <http://www.nofearfinance.com/>__
>
> P: (515)294-0677 <tel:%28515%29294-0677>
>
> <https://twitter.com/IAStateLoanEdu><https://www.facebook.com/Iowa-State-University-Student-Loan-Education-Office-433931383484701/?fref=ts>
>
> /A new year means a new FAFSA!/*/Make sure you complete the
> 2016-17 FAFSA <http://www.fafsa.gov/> application prior to our
> _March 1st_ priority deadline for maximum financial aid
> consideration/*/./
>
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>
> --
> Nate Peterson
> Assistant Director|One Stop Student Services | onestop.umn.edu
> <http://onestop.umn.edu/>
> 222 Pleasant Street SE, 225D Bruininks Hall
> University of Minnesota | umn.edu <http://umn.edu/>
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