Best Practices for Personal Finance Education Materials
Second Edition, 2008


The Jump$tart Coalition® for Personal Financial Literacy recommends the following Best Practices when developing and/or selecting personal finance educational materials.

The Jump$tart Coalition for Personal Financial Literacy encourages teachers, authors, publishers, educational consultants and others to apply as many of the statements as appropriate for a specific educational resource.


Objectivity
  • Materials are objective in content and tone, and often include differing viewpoints. The materials do not deceive or mislead.
  • Materials are informative and do not promote a specific brand or provider.
  • Materials identify their content creator and list contact information.
  • Materials identify organizations that provide substantial funds for development and dissemination.
  • Recommended sources of additional information also meet objectivity guidelines.
Aligned to Standards
  • Materials correlate to one or more of Jump$tart's National Standards in K-12 Personal Finance Education that are available on the web at: www.jumpstart.org.
  • Materials correlate to state or national standards in one or more of the discipline standards created by the following organizations:
Teaching and Learning
  • Teaching and Learning Materials use plain-language. Technical terms, abbreviations, and acronyms are clearly defined.
  • Materials require little additional teacher preparation.
  • Materials include student learning objectives and assessment tools, background information, lesson plans, and activities that stimulate student participation.
  • Materials appeal to contemporary student interests and identify resources for additional information.
  • Lesson plans and activities address a variety of learning styles, such as visual, auditory, touch and group interaction.
  • Copyright restrictions and terms of use are clearly stated.
Target Group
  • Materials identify target educational settings, such as traditional classrooms, home schooling, after-school or youth clubs, rural and urban settings.
  • Materials identify the intended user, such as teacher, parent, or student.
  • The reading level is appropriate for the target group.
  • Materials reflect diversity in areas such as age, race, gender, and household income.
  • Text, illustrations, and learning activities are culturally sensitive and appropriate for the target groups. Text is translated if necessary.
Accurate and Up-to-Date
  • Materials are regularly revised to be accurate, relevant, and current.
  • The date of original publication is clearly stated, along with dates of subsequent revisions.
Available and Accessible
  • Resources are readily available to teachers and learners.
  • Web-based resources are accessible using the technology and software typically found in schools and public libraries.
  • The price for materials, if any, is clearly stated.
  • Materials that are also available in special needs formats such as other languages, audio, and Braille are clearly identified.
  • New or updated materials are submitted to the Jump$tart Personal Finance Clearinghouse at www.jumpstartclearinghouse.org.
Assessment
  • Materials are tested before publication under conditions that realistically replicate the target settings and audiences.
  • Feedback from teachers and learners shapes development and revision of materials.
  • Materials include assessment tools, such as pre- and post-tests and/or examples of acceptable work, where appropriate.
  • Assessment tools measure both student knowledge and behavioral change as a result of teaching and learning.
The Jump$tart Coalition for Personal Financial Literacy grants permission to freely use these Best Practices statements for educational purposes.
Second Edition, 2008



The Jump$tart Coalition for Personal Financial Literacy
919 18th Street, N.W. Suite 300 Washington, DC 20006
Phone: (888) 45-EDUCATE
Fax: (202) 223-0321
Email: info@jumpstartcoalition.org

Copyright © 1997-2010 The Jump$tart Coalition for Personal Financial Literacy. All rights reserved.


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