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VBA Financial Literacy Toolkit

Virginia is leading the charge in personal finance and economics education thanks to efforts from banks in Virginia, teachers, school administrators, and other organizations that promote financial literacy.  The VBA Financial Literacy Toolkit is a resource created for our member banks to help develop or enhance a financial literacy program at your bank!  

Interested in Updates About Financial Literacy in Virginia?

In connection with the release of our new Financial Literacy Toolkit, we are pleased to announce the creation of our Financial Literacy Newsletter - The Kit! The VBA plans to use this monthly publication to communicate news and updates on financial literacy related topics! We will update you on upcoming financial literacy events, spotlight bankers making a difference in your communities, and showcase different resources available to assist in your financial literacy efforts. Email Monica McDearmon to add anyone at your bank to the mailing list who is interested in or already participating in financial literacy or click here

Part 1 - Getting Started with Financial Literacy

  • What's in it for Your Bank?
  • Establishing a Purpose and Setting Goals
  • Setting a Target Audience

Part 2 - Working with Schools

  • Planning for Your Presentation
  • Who to Contact
  • Sample Outreach Letter to Schools
  • Sample Calling Script

Part 3 - Tips for Teaching

  • Preparing for Your Session
  • Tips for Day of Presentation
  • Sample Photo Release
  • Sample Icebreaker Activities
  • Sample Evaluation

Part 4 - VBA/ABA Sponsored Programs

  • Calendar of Annual Financial Literacy Events
  • VBA Sponsored Programs
  • ABA Sponsored Programs
  • Other Financial Literacy Opportunities

Part 5 - Useful Resources

  • Suggested Financial Literacy Books
  • Online Financial Literacy Programs
  • Budgeting Resources & Worksheets
  • Apps
  • Annual Credit Report Sites
  • Sample Lesson Plans - Elementary, Middle, and High School
  • Sample Giveaways
  • Resource Links

Part 6 - You've Done a Presentation, Now What?

  • Tips for Working with the Media
  • Financial Literacy Talking Points
  • Sample Press Release

Download the Complete Financial Literacy Toolkit

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Please note the financial literacy toolkit will be updated periodically with new resources, links, and information.  Please contact Monica McDearmon at 804-819-4743 with any questions or to find out more about financial literacy.