Resources for Trainers

We know that developing financial and planning skills can be a challenge! The resources that follow are designed for existing or prospective trainers of financial education and related topics. There is information on current teaching methods, curriculum resources, and research in the field of financial matters, banking services, and the Massachusetts economy.

Best Practices in Training Methods

Though the content of trainings is important, the methods of engaging learners determines how much information is accessible and is later put to use. This section provides links to current research in the field of training methodology, particularly of adult learners.

Integrated Curricula

Many trainers find that integrating financial topics to other trainings that address immediate needs enhances relevancy and provides for a more engaging discussion.

Personal Finance Curricula

These are links to curricula and resources that provide content on a myriad of topics related to personal finance. Many are self-contained but others are modular, and can augment existing programs.

Relevant Research on Finance and Economic Issues in Massachusetts

Here in Massachusetts, there are a number of financial and economic issues that affect all of us. These links are meant to provide insight into some of the more relevant research that demonstrates the impact of these issues and the influence they have on the people and economy of Masachusetts.

Consumer Financial Emergency Survival Kit

Newly published, this 48-page guide provides useful tips on a full range of consumer finance issues, including auto loans, budgeting, credit cards, credit counseling, debt collection and repossession, debt management, foreclosure, high-cost consumer loans, home equity lines of credit, identity theft, mortgages, and tenants' rights in foreclosure. Each section offers information on additional resources, and there is an appendix of consumer protection resources available in each of the New England states.

A Glossary of Financial Terms

This A to Z glossary provides basic definitions of terms associated with the financial crisis, including collateralized debt obligations, credit default swaps, derivatives, government-sponsored enterprise, hedging, LIBOR, Maiden Lane LLC, mark-to-market, moral hazard, non-recourse loan, originate-to-distribute model, quantitative easing, repurchase agreement, shadow banking system, special purpose vehicle, structured debt, and systemic risk.

Massachusetts Tax and Asset Building Consortium

Resource and Communications portal for Financial Education and EITC training and awareness.