Online Seminar

  Online | Executive Education

Financial Literacy For Educators

Launched in partnership with Next Gen Personal Finance (NGPF), a nonprofit that provides educators with engaging curriculum and professional development opportunities, this credit-bearing certificate features coursework co-created and taught by W. P. Carey faculty and serves to augment K-12 teacher prep with expanded training in the realm of personal financial literacy.

Program details

The goals of the NGPF partnership program are ambitious, aiming to reach as many teachers as possible — and expand outreach on financial literacy. “If we help to educate teachers, we can impact more students than we otherwise would, and we can ensure understanding beyond the basics so students can better navigate their financial lives,” says Department of Finance Chair and Cutler Family Endowed Professor Laura Lindsey.

The program consists of two separate faculty-led online courses, taken in a single semester, both of which are for-credit (3 credit hours per course) and could apply toward a graduate degree program at Arizona State University. Investment Management for Educators focuses on a framework for planning and implementing personal investment strategies, while Risk Management for Educators focuses on identifying, measuring, and mitigating sources of risk.

This course is open for both individual learner self-enrollment and as well as group enrollment.

Upcoming dates

July 1, 2024

Location

Hosted virtually via Zoom

Agenda

Two self-paced courses

Cost

Contact us for pricing

Note: Completion of free NGPF prerequisites are required before enrollment in this course.

Who is this program for?

This course is primarily designed to benefit K-12 educators whose main responsibilities, training, and expertise would be augmented by deeper exposure to the personal financial industry. Working together with our experts, these individuals can shape both their own success as educators and transfer that knowledge to help influence positive outcomes in the future financial lives of their students.

Not an educator? Learners seeking enhanced financial literacy for business environments are encouraged to explore our Finance for Non-Financial Professionals course instead.

We’re talking about increasing from 25% of high school students taking a personal finance course to close to 50% over the next three to four years. We’re going to require an additional core of educators who are both qualified and confident to teach these courses. We see this partnership with ASU providing teachers with that content knowledge. This is an area that’s both critical and challenging to teach, and by partnering with ASU, teachers can gain additional content knowledge and confidence in investing. It’s incredibly important.

Tim Ranzetta (NGPF co-founder)

What will I learn?

Participants will learn not just the ins and outs of personal finance, but how to apply relevant research and frameworks — in tandem with their deep knowledge of the unique needs and learning levels of their student audience — to real-world applications such as household financial management, inflation protection, and retirement planning. As an educator, you’ll emerge with new ways of thinking, new professional connections, and a path to increase positive impacts in your classroom and community.

Learning themes include:

  • The tradeoff between consumption and saving
  • Household asset and liability management
  • Risk diversification and aversion
  • Composing and rebalancing personal portfolios, and executing trades
  • Understanding inflation and financial forecasts
  • Investment vehicles asset classes and low-cost diversification strategies
    • Examples being stocks, bonds, real estate, and international assets

Faculty


Contact W. P. Carey Executive Education

Transform your career with business education for the new economy. Complete this form to start a conversation with the W. P. Carey Executive Education team. We are happy to answer any questions as you explore our offerings and prepare to attend.