Financial Literacy Initiative

Content

CFA Society Boston Financial Literacy Presentation Options

• Here you will find content our volunteers have presented. Tell us if our financial expert volunteers can help your group.
• Is your audience interested in different financial literacy-associated topics? We're happy to discuss new ideas to improve financial literacy.
• Contact  Jeanne Wolf with questions.  

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• Active, Passive, and In Between (Investing)
• Basics of Insurance
• Basics of Investing
• Bonds and Equity
• Borrowing and Credit Scores
  
• Budgeting Worksheet

• Choosing A Bank Checklist
• Finance for Eighth Grade
• Finance For Teens
• Personal Budgeting and Planning
  
• Renting vs. Buying
  

• Retirement: For Individuals Approaching Retirement
• Retirement: Saving to Invest in Your Future
  
• Savings Program Information Sheet
• Understanding Credit
• Understanding Your Personal Taxes