Youth Initiatives

How to team-teach the NEFE^®
High School Financial Planning Program^®

KEYS to team-teaching the NEFE High School Financial Planning Program (HSFPP) successfully:

• Review the material and lesson plans with the classroom teacher
• Cover all seven units in their entirety, including completion certificates
• Allow students' and teacher's questions and interests to guide discussions
• Customize your presentation with contemporary, local references and data
• Report each completed course to the National Youth Involvement Board (NYIB, see step 3 of "How to get involved")
• Serve as a consultant and guest speaker for classroom teachers who are willing and able to take over and teach the program on their own

What you CAN do while team-teaching the HSFPP:

• Identify yourself as a credit union staff person or volunteer
• Explain what a credit union is and how it resembles and differs from a bank
• Use credit union sample checks, loan forms, etc. in class exercises when appropriate
• Identify your credit union as a program sponsor by affixing a logo-and-name sticker or by stamping or imprinting your credit union ID on student workbooks for use in classes that you team-teach

What you CAN'T do while team-teaching the HSFPP:

• Recommend specific financial services
• Recruit for your credit union or belittle competing financial institutions
• Distribute membership applications or product advertising

What you SHOULD do while team-teaching the HSFPP:

• Inform local and school media of your involvement, using the sample press release
• Include a description of your involvement in your credit union's Statement of Commitment to Members
• Encourage your peers at chapter and other meetings to team teach the HSFPP
• Renew your commitment each school year
• Work with a local Cooperative Extension educator, if possible, to train teachers to use the HSFPP

CUNA's contact for questions about the NEFE High School Financial Planning Program is Philip Heckman (phone: 800-356-9655, ext. 4088; e-mail: pheckman@cuna.coop).

Copyright © 2008 - Credit Union National Association, Inc.