Focus on Financial Management

Focus on Financial Management is a curriculum for middle-income adults seeking financial security. It can help them reduce their risk of financial problems.

The curriculum materials can be used in several ways. A program coordinator can organize the program and provide materials to the participants. The program includes materials for eight 2½-hour sessions. The Coordinator's Guide explains how to organize and present the sessions. A coordinator has the option of ordering preprinted workbooks for each participant or of printing the workbook chapters from a CD.

The workbook is designed either for participants who enroll in a Focus on Financial Management program or for people who wish to use the workbook in self-directed study. Individuals who want to pursue specific topics on their own may order specific units for $3 each. The units will be e-mailed to them in Adobe Portable Document Format (PDF).

Materials

CFS-726 ($75)
Focus on Financial Management Coordinator's Guide, Workbook, and CD
This is a binder containing printed versions of the Coordinator's Guide and Workbook, and a CD-ROM with PDF files of the Coordinator's Guide and the Workbook.

CD-CFS-726 ($50)
Focus on Financial Management Coordinator's Guide and Workbook on a CD
This CD-ROM contains the Coordinator's Guide and Workbook in PDF files.

CFS-727 ($25)
Focus on Financial Management Workbook
This shrink-wrapped workbook contains eight chapters and 24 worksheets to help participants conduct self-assessments and compile appropriate records. The chapter titles (which may be ordered for $3 each as PDF files) are:
Unit 1: Focus on Getting Organized
Unit 2: Focus on Money Personalities
Unit 3: Focus on Your Net Worth
Unit 4: Focus on Risk Management
Unit 5: Focus on Savings and Investments
Unit 6: Focus on Credit Cards
Unit 7: Focus on Life’s Challenges
Unit 8: Focus on Retirement

Download the Order Form