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 Money Matters: A Financial Literacy Training Program
Family Budgeting: Developing a Financial Road Map
Savings and Investment
Read Cary Clark's interview |
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 “So many thanks for “opening the door and turning on the light” regarding financial literacy! Your course was inspirational. And I know that although I can wish I had been made fully aware of the needs for better financial understanding many (many!) years ago, I am sure I will still benefit from knowledge just gained but more importantly it is knowledge and simple methods learnt which I know I can now pass on to my children.
Thank you—you are doing a wonderful service and giving so many people confidence in an area which most of us have little appreciation for the profound impact it can have on our lives i.e. financial literacy.”Helen Aitken
WBFN member and former class participant |
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Money Matters: A Financial Literacy Training Program
Financial Trainer: Cary Clark
Course materials fee: $25 for materials
Venue: World Bank
 This two-day interactive workshop takes place approximately twice a year at the World Bank (9:30am - 3:30pm each day). Topics covered include tips on “balancing the books” in your household; how to develop a savings program, demystifying financial jargon, how the stock market works and how to read the Financial Times, which portfolio is appropriate for you and your family, how much do you know about your family's pension, how to navigate the Internet to gather financial research information.
Announcements for date and time of the next course are posted in Mosaic as well as on the website. |
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What are “Distance Learning Courses” or “e-learning courses”?
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| WBFN in conjunction with the World Bank offers two “distance learning” courses on personal finance. These are “online” courses and can be taken wherever you are. Spouses in Country Offices are welcome to sign up. All you need is a computer and Internet access. Participants in Washington may use WBFN Office computers and attend an optional, but recommended, introductory class at the Bank on the first day of the course which explains “e-learning”, the course materials, and the computer program. There is a course materials fee. Each course lasts approximately 5 weeks. |
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“What prompted me to take this course is that I have virtually no idea about finances, etc. having always left that to my husband. I am now ready to learn.”
“This class is a good opportunity for me to finally organize our finances; as an African, it's very difficult to have a budget because of lots of solicitations.” WBFN members and former class participants |
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Family Budgeting: Developing a Financial Road MapDuration: 5 weeks, one unit per week
Course materials fee: $25
 This is an instructor-guided course, with several online facilitators who answer students' questions and help them to post the various assignments to an online “bulletin board.”
The objective is to help participants get financially organized and develop a plan to manage household expenditures. The course establishes the foundation of personal financial planning: efficient record-keeping, creating a budget, tracking expenses, getting out of debt, setting financial goals, paving the way for savings and investments net worth.
Announcements for date and time of the next course are posted in Mosaic as well as on the website. |
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“This has been an extremely useful exercise for us to do (my husband and me). I have also really enjoyed getting to know the rest of the group at long distance.” WBFN member and former class participant |
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Savings and InvestmentDuration: 6 weeks, 5-unit course
One introductory class in the first week, and then one unit is covered per week
Course materials fee: $25
This is an instructor-guided course, with several online facilitators who answer students' questions and help them to post the various assignments to an online “bulletin board.”
This course explores why we need to save and why savings grow. It will help participants more fully organize their financial matters and understand their pension plans. It is important to identify what funds you will need for retirement and how to plan successfully to ensure that you and your family have the necessary finances. Announcements for date and time of the next course are posted in Mosaic as well as on the website. |
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| Upon completion of the online, Budgeting Course, WBFN graduates receive certificates from the WBFN. Congratulations! |
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Acknowledgement
WBFN would like to thank Cary Clark who so generously shares her knowledge with us and for volunteering her time to teach these financial literacy courses to so many WBFN members over the years. We would also like to acknowledge Cristiana Katsu, Shirin Velji, and Sally Macartney for volunteering to facilitate the distance learning courses. Distance learning courses, such as these, hold great promise for the future. |
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