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Sally Walker - Financial Literacy Training Package

This training tool can help you teach the fundamentals of good money management.

This activity, How Long Has it Been Since Your Had a Financial Check-Up?, is designed to give your clients a jumping off point for thinking about their own spending and saving priorities. The exercise, designed by Consumer Action's trainers, is built around the troubled financial life of a fictional woman, Sally Walker.

By working in teams to suggest solutions to Sally’s extreme problems, clients will become comfortable with the idea of budgeting and taking control of their spending. This activity emphasizes the fundamentals of basic money management, budgeting and the tools required to assist your clients in accomplishing their financial goals.

Sally Walker will enhance your clients’ learning of the following concepts and skills:

• Concepts: Goal setting, budgeting, cutting expenses, saving, managing credit, recognizing identity theft, and choosing insurance.
• Skills: Decision making, organization, financial planning, and analyzing information in credit and specialty credit reports.

You can download the Sally Walker PDF training package below. It is 39 pages and contains instructions, sample credit reports, a crossword puzzle and more.

Download PDF

Sally Walker - Financial Literacy Training Package   (Sally_Walker.pdf)