[Natfinwellness] Financial Wellness Course inquiry

[Paetzold, Jill]

Hi Beth,
Thanks for the info.  I look forward to looking through it and will follow up if I have questions.
I greatly appreciate your willingness to share ideas.

Regards,

Jill Paetzold, CPA

Assistant Professor of Accounting
University of Wisconsin – Stout
Jarvis Hall Tech Wing #257
Menomonie, WI  54751
Office: 715-232-5459
Fax: 715-232-5004
paetzoldj at uwstout.edu<mailto:paetzoldj at uwstout.edu>

From: Natfinwellness [mailto:natfinwellness-bounces+paetzoldj=uwstout.edu at lists.osu.edu] On Behalf Of Beth Tallman
Sent: Friday, March 24, 2017 7:48 PM
To: National Financial Wellness Listserv <natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Financial Wellness Course inquiry

I taught a class at Oberlin College for 5 years.  The first 4 years it was a P/NP elective (1/2 semester).  Last year (syllabus attached) it was a 2 credit (1/2 semester) class that
counted toward the quantitative requirement. This should give you an idea of the topics I felt were important.   As it was only a few weeks (and was initially an elective), I initially used Beth Kobliner's book, but it never was updated. It was a trade book, not a text book.

I ended up creating my own text for the students, as well as the assignments (EXCEL based for the quantitative credit).  I pulled in lots of articles from current press, and blogs (from CentSai.com, for whom I was working at the time.)
I used those as conversation starters.

feel free to contact me if you have any questions.

Beth Tallman

On Fri, Mar 24, 2017 at 4:13 PM, Paetzold, Jill <paetzoldj at uwstout.edu<mailto:paetzoldj at uwstout.edu>> wrote:
Hello all,

I’m in the beginning stages of creating a new course on campus (4 year institution).  Most likely a 3-credit Financial Wellness/Personal Finance type course.  I’m looking for suggestions/feedback on the following:


•         Do you have a preferred textbook?

•         Do you use any of the online financial wellness resources (IGrad, SALT, GradReady, Cash course, etc?)

•         Would you be willing to share the topics covered?  I have a list but would like to see what others are doing as well before I finalize my list.

•         Is anyone covering exploration for financial related apps in their course?  If so, I’d love to hear more about how this is working and if the students are finding this beneficial.

Thanks in advance,

Jill Paetzold, CPA

Assistant Professor of Accounting
University of Wisconsin – Stout
Jarvis Hall Tech Wing #257
Menomonie, WI  54751
Office: 715-232-5459<tel:(715)%20232-5459>
Fax: 715-232-5004<tel:(715)%20232-5004>
paetzoldj at uwstout.edu<mailto:paetzoldj at uwstout.edu>


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