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Resources & Member Tool Kits

Here you have access to some of the great presentations put together by the COCPA's Financial Literacy Committee. 

Financially Fit Aging: For You and Your Parents


The COCPA Financial Literacy Committee has developed a three-part program: Financially Fit Aging: For You and Your Parents. This session "Protecting Yourself and Your Family-Putting Your Affairs in Order" covers wills, important health documents, transfer of assets, how to handle digital assets, and other information on the financial issues of aging and dying.

Financial Management: A Toolbox for Keeping Track of Your Family's Future 


Audience Level: Homeowners or audiences of all levels
Program Length: Varies depending on level of commitment/participation
Description: While the title has the word “Family” in it, this workbook can benefit anyone needing assistance getting their financial world in order. The workbook provides steps to setting goals, developing a spending plan, and understanding a variety of other financial topics. The workbook can be used as a training tool or by individuals. This workbook was written in partnership with Habitat for Humanity of Colorado

Materials: Financial Management Workbook and Accompanying Instructor's Guide

Financial Management: Building My New Life - A Tool Kit


Audience Level: Colorado homeowners
Program Length: Varies depending on level of commitment/participation
Description: This manual was written in partnership with Habitat For Humanity-Colorado. Its purpose is to serve as a tool and resource to new Habitat homeowners. Most Habitat homeowners have no or very little experience with the financial responsibilities of homeownership. The manual explains why proper financial management is crucial to homeownership.

Materials: Financial Management: Family Training Manual and Accompanying Leader Guide

 

Where Does All My Money Go?


Audience Level: Adults
Program Length: 30-45 minutes
Description: The materials for this toolkit include a lot of information that can be cover from a 10,000 foot level or drilled down. Information includes identifying needs versus wants, setting goals, developing a spending plan, and avoiding financial traps.

Materials: Where Does All My Money Go Workbook

Understanding Your Credit


Audience Level: Adults
Program Length: 30-45 minutes
Description: Presentation to use for any adult group—libraries, civic groups, employee brown bags, etc. This presentation helps individuals understand the importance of credit reports, how a FICO score is developed, and how to improve a credit core. The handout walks participants through what is included in a credit report.

Materials: PowerPoint Presentation, "Understanding Credit" Handout, and Credit Scores & Cards - Financial Planning Workbook

Small Change Adds Up


Audience Level: Children ages 8-12 (adaptable for other age groups)
Program Length: 1 hour
Description: Presentation to use for any children’s group—libraries, schools, clubs, etc.  This presentation helps children understand where money comes from (earnings), where it goes in a family budget, and how they can be involved.

Materials: PowerPoint Presentation

Other useful links and resources


360 Degrees of Financial Literacy - a plethora of information for every phase in your life. Eleven key life stage areas are covered: tweens and teens, college students, employed, military and reserves, small business owners, couples, parents and children, home owners, in crisis, and retirees. 

Feed the Pig - for career builders (millennials between 25-34) to help them plan their financial future. 

Money 101 - from CollegeInColorado, their goal is to help you understand financial matters to provide the tools you need to help finance your and your family's higher education. 

Annual Credit Report - order your free annual credit report online, or learn more about credit repair here