The goal of the initiative is the expansion of a national model for financial education and the development and implementation of investment education program for Latino youth and their families. In response to the low percentage of Latinos with investment accounts and employed in the investments industry, ASPIRA has developed this initiative designed to increase the number of Latinos investing. The proposed program goal will be accomplished by implementing the following program components:
- Investments Curriculum: A bilingual introduction to investments curriculum (English and Spanish) for students and young adults entitled “Investments, a Resource to Reach the American Dream” to be implemented on-site and available through the Web.
- Web-based Train-the-Trainer: A web-casting train-the-trainer program to reach 120 Latino community-based organizations in the use of the curriculum and the career awareness strategy.
- National Dissemination Strategy: A national project dissemination strategy that will include Web-based materials dissemination, TV PSA’s and talk-show participation on HITN-TV, the first and only media conduit offering educational, enriching and empowering content to our nation’s fastest growing ethnic group.
Curricular modules are designed to be binded using a 2.0″ three ring binder, with a clear plastic outside pocket and spine. Download and print cover and spine for each version (participant and facilitator manuals).
To View these files you will need Acrobat Reader.
- Program Introduction: Participants version pdf file
- Program Introduction: Facilitators version pdf file
- Appendix A: Participants Intake Form
- Appendix B: General Release Form
- Appendix C: Workshop Evaluation Form
- Appendix D: Program Evaluation Form
- Program Introduction Power Point presentation
- Binder cover
- Binder spine
- Investments Facilitators Manual – Introduction
- PowerPoint Presentation – Introduction
- Facilitators Manual – Module 1 Introduction to Investing
- PowerPoint Presentation – Module 1
- Module 1 Handout
- Money Quiz
- Facilitators Manual – Module 2 Introduction to Investment Options, Risk and Allocations
- PowerPoint Presentation – Module 2
- Module 2 Handout
- Facilitators Manual – Module 3 Investing in the Future of your Children: Their Education
- PowerPoint Presentation – Module 3
- Module 3 Handout
- Facilitators Manual – Module 4 Investing for your Best Years: Retirement
- PowerPoint Presentation – Module 4
- Module 4 Handout
- Facilitators Manual – Module 5 Short-term and Long Term Investment Options
- PowerPoint Presentation – Module 5
- Module 5 Handout
- Facilitators Manual – Module 6 Are your Investments Working the Way you Expected?
- PowerPoint Presentation – Module 6
- Module 6 Handout
- Facilitators Manual – Module 7 Investment Industry Regulators and Investment Protection
- PowerPoint Presentation – Module 7
- Module 7 Handout