[Natfinwellness] Natfinwellness Digest, Vol 29, Issue 3

Tue Mar 28 17:26:16 EDT 2017

Jordee,
Thank you for this information and for letting me know you utilize I-Grad.  Great to know!  I am going to be working on my course in great detail this summer and will definitely follow up with you if I have additional questions.  

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

-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Jordee R Justice
Sent: Tuesday, March 28, 2017 8:45 AM
To: natfinwellness at lists.osu.edu
Subject: Re: [Natfinwellness] Natfinwellness Digest, Vol 29, Issue 3

Good Morning Jill,

At Southern Illinois University, we have built our own personal finance course using the iGrad Curriculum and Platform. I actually have to give a lot of credit to Todd Woodlee and his team from iGrad as they provided a lot of support during the year it took to build the interactive course within the D2L Platform. 

The students who have taken the course have given raving reviews. For this particular course, I focus on basic personal finance topics such as budgets, banking, credit, student loans, personal/auto loans, investing, and taxes. It is amazing to see how many students do not have a basic understanding of these topics and how much they appreciate the course once it is over! 

Please feel free to contact me if you would like to learn more about the course we have built here are SIU. 

Sincerely,
Jordee Justice

JORDEE JUSTICE
Financial Literacy Coordinator

FINANCIAL AID OFFICE
STUDENT SERVICES BUILDING
MAIL CODE 4702
SOUTHERN ILLINOIS UNIVERSITY
1263 LINCOLN DRIVE
CARBONDALE, IL 62901

jordeejustice at siu.edu
P: 618/453-4611

-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of natfinwellness-request at lists.osu.edu
Sent: Friday, March 24, 2017 3:35 PM
To: natfinwellness at lists.osu.edu
Subject: Natfinwellness Digest, Vol 29, Issue 3

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Today's Topics:

   1. Financial Wellness Course inquiry (Paetzold, Jill)
   2. Re: Financial Wellness Course inquiry (Brenda Eichelberger)

----------------------------------------------------------------------

Message: 1
Date: Fri, 24 Mar 2017 20:13:47 +0000
From: "Paetzold, Jill" <paetzoldj at uwstout.edu>
To: National Financial Wellness Listserv
	<natfinwellness at lists.osu.edu>
Subject: [Natfinwellness] Financial Wellness Course inquiry
Message-ID:
	<DM2PR01MB349D87C4090A4B1D3ADE983BC3E0 at DM2PR01MB349.prod.exchangelabs.com>

Content-Type: text/plain; charset="us-ascii"

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
Fax: 715-232-5004
paetzoldj at uwstout.edu<mailto:paetzoldj at uwstout.edu>

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Message: 2
Date: Fri, 24 Mar 2017 13:35:04 -0700
From: Brenda Eichelberger <brendae at pdx.edu>
To: National Financial Wellness Listserv
	<natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] Financial Wellness Course inquiry
Message-ID:
	<CAHEv=-9mEAyBpJ5ug3=7POy5hQcfMtm=x_hf0wvq93vNEhtcfg at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Hello!

I have taught a course in Personal Finance at Portland State University for the past two decades and would love for more colleges to offer this as a for credit course. This is a very rewarding class to teach!

In response to your questions:

?         *Do you have a preferred textbook? *

Yes, I really enjoy Arthur Keown's book "Personal Finance: Turning Money into Wealth" by Pearson. They have good support materials. We offer the course traditional face to face, on line and hybrid so we do need a variety of tools.

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

Our Financial Wellness Center uses the IGrad resources, but the for credit course is much more in depth

?         *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.*

Topics include - Financial goal setting (1 year, 2-5, and long term), spending/budgeting, resume, job search (including market and salary analysis), taxes, insurance, credit scores (how to build one, how to protect one), home and auto purchases, consumer credit, student loans, college costs, payment plans, stock market basics, bonds, mutual funds, retirement and estate planning.  The course culminates with a personal financial plan based on each of the prior topics.

Here are some discussion posts from last week:

*I feel like I have the tools the help achieve my goals and live a financially secure life. This class has really helped me realize the importance of planning your finances at a young age. It has helped me figure out what I want in life and how I can achieve that.*

*The thing that sucks about this is that we are almost already set in out spending habits by the time we start to learn about financial goals and other things. For example, I have just been living pay check to paycheck without really saving any money cause why would I need to save it for later when I can just spend it now? These are things we really need to take into consideration if we want to see a change for the better.*

*Education is always something useful, but I think I found out more about myself which in turn helps with the information given throughout the course. It's been fantastic.*

*I have become more aware of how I spend money after taking this course.  I will even stop myself and think about some of the purchases that I would normally make without giving it a second thought.  I have a long road ahead of me but I this class has given me what I need to start on the right path.
It will also help me advocate for my family and my boyfriend when it comes to finance. I have learned to save up and now I know the importance of dealing with money without having to go to an accountant.*

*In this class I over exceeded my goals in learning because what I know now is honestly priceless knowledge in preparation for my future.*

*I had always thought of saving and big financial decisions as happening later in life when you had a bit more figured out. But it?s really something that should start as soon as possible, and we should start thinking about those big life events well before they actually happen if we hope to live a comfortable life that we have financial control over.*

?         *Is anyone covering exploration for financial related apps in
their course?  If so, I?d love to *

My students project spending at the first of the month (with Keown's worksheet #7) and then track spending daily or with Mint.com (highly recommended - students love this app!).

Hope that helps!

Brenda Eichelberger, Sr. Instructor  II
Management & Finance
School of Business Administration
Portland State University

SBA / 631 SW Harrison St./ Portland, OR 97201
(503) 725-8143/ Brendae at pdx.edu

Web <http://www.pdx.edu/sba/> | Facebook <https://www.facebook.com/psu.sba>
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"One person can make a difference, and everyone should try."

                                             ~ John F. Kennedy

On Fri, Mar 24, 2017 at 1:13 PM, Paetzold, Jill <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 <(715)%20232-5459>
>
> Fax: 715-232-5004 <(715)%20232-5004>
>
> paetzoldj at uwstout.edu
>
>
>
> _______________________________________________
> Natfinwellness mailing list
> Natfinwellness at lists.osu.edu
> https://lists.osu.edu/mailman/listinfo/natfinwellness
>
>
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