[Natfinwellness] Required Financial Wellness Classes

bowmandavidc at gmail.com bowmandavidc at gmail.com
Fri Jan 15 20:44:45 EST 2016 

Sarah,

I'm so encouraged to see "personal values surrounding money" on the list of important considerations. The tip of the spear for ethical financial planning has been focused on this area, as well as "money scripts" which relate to our earliest encounters with money and how they affect our money behaviors, for some time. 

These topics, and the discussion at large about how we relate to money, seem to be missing from the conversation in academic environments for the most part. Kudos. This is definitely the direction the industry is heading in as financial planning, wealth management, and even financial product sales people are forced to become more focused on the unique situations of each client.

There are many great sources for this topic, but the best place to start may be found in the books by George Kinder including The Seven Stages of Money Maturity.

Thanks for the important work you are doing.

Dave

Sent from my iPhone

> On Jan 15, 2016, at 1:57 PM, Sarah Keene <skeene at umn.edu> wrote:
> 
> 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 for more info and contact 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> 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 Office
>>> ashton.53 at osu.edu swc.osu.edu
>>> 
>>> 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 for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.
>>> 
>>> From: Natfinwellness [natfinwellness-bounces at lists.osu.edu] on behalf of Schroeder, Jennifer L [SFINA] [jschroed at iastate.edu]
>>> Sent: Thursday, January 14, 2016 2:27 PM
>>> To: 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
>>> 
>>> P: (515)294-0677
>>> 
>>>  
>>> 
>>> <mime-attachment.jpg>  <mime-attachment.jpg>
>>> 
>>>  
>>> 
>>>  
>>> 
>>> A new year means a new FAFSA!  Make sure you complete the 2016-17 FAFSA application prior to our March 1st priority deadline for maximum financial aid consideration.
>>> 
>>>  
>>> 
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>>>  
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>>> 
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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  | 612-625-0160
>> 
>> 
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