School Fact Sheet – Financial Literacy School Community Program
What does a school receive?
Teenfinca® student ezine
Teenfinca ezine (x3 per year)

Teenfinca (Teenage financial capability: an ezine specifically for
teenagers.)

Three (3) issues per year

Six (6) pages of teen friendly articles

Every student can receive electronically or print copies and
place in your school library and /or mathematics, economics
and business studies classrooms

Use them over and over again.

Sponsor name placed on each school’s ezine.
See sample:
www.thewealthacademy.com.au/cms/index.php/teenfinca-e-zine
See parent and student feedback: Homepage (Tab – Teenfinca views)
Activity Bank
Financial literacy activities

10 generic activities that encourage student ‘thinking’ about
financial concepts

lessons plans for each activity

teachers to use to promote the financial capability of students

use over several years

develop your financial literacy activity library

not specific to any learning area although potential for this in
later years.
© 2014 The Wealth Academy
Ken Swan
admin@thewealthacademy.com.au
Financial literacy school newsletter inserts
Financial literacy is everyone’s business

Fifteen (15) inserts for the school newsletter

Inserts have a financial literacy/learning focus and are based
on research (Australia, New Zealand, international)

These inserts support the financial literacy learning of the
whole school community.
See sample:
Learning About Money
Research by the Australian Securities and Investment Commission indicates that “people don’t always
know what they don’t know. Studies show a significant mismatch between what people say they know
and what they do know”(p. 15). This is probably not surprising when we consider the complexity of
the financial world.
How do we currently build our knowledge? From where do we get our information?
ASIC’s research (p. 29) indicates that the top five delivery channels for receiving financial information
were:

the internet (38%)

books on finance (15%)

newspaper or magazine articles (14%)

television/radio advertising (8%); and

personal face-to-face contact (7%).
Is it therefore surprising that we do not know as much as we think we know. The most effective way to
learn is through face-to-face interaction yet it is the least used option. While there is convenience and
flexibility through the more popular channels, how reliable is the information provided here, what
biases sit behind those channels and is it educationally developmental. There is much to consider from
such research. How do you want your children to learn financial life skills?
Financial education is good for the student and the community.
Reference: http://www.financialliteracy.gov.au/media/218312/national-financial-literacy-strategy.pdf
Provided courtesy of your [sponsor name] and The Wealth Academy.
© 2014 The Wealth Academy
Ken Swan
admin@thewealthacademy.com.au
ePosters
Sample only
ePosters
 ePosters never wear out, never get lost. Use them over and
over again.
Generic
Nine (9) ePosters related to articles within the three Teenfinca
ezines.

saving

spending

financial capability

learning
Sponsor name placed on each poster.
Sample only
Sample only
Sample only
Curriculum
Six (6) ePosters related to the financial literacy related content descriptions of the Australian
Curriculum: Mathematics or Economics/Business.

Yr 5 – financial plan (“planning your finances makes great cents”)

Yr 6 – discount

Yr 7 – best buys

Yr 8 – profit and loss

Yr 9 – simple interest

Yr 10 – compound interest
© 2014 The Wealth Academy
Ken Swan
admin@thewealthacademy.com.au
© 2014 The Wealth Academy
Ken Swan
admin@thewealthacademy.com.au
Parent/teacher/senior student access to a monthly enewsletter re financial literacy
learning
Financial literacy is everyone’s business

Includes research, media stories, updates,

Parents/staff and senior students will access via accountancy
(sponsor) website

Teachers may wish to incorporate research snippets etc into
their teaching program.
See sample:
www.thewealthacademy.com.au/cms/index.php/parent-newsletter
Articles for parents / teachers
Financial literacy is everyone’s business

Parents/staff and senior students will access via accountancy
(sponsor) website

Teachers may incorporate into their financial literacy teaching
program.
See sample:
This is an article written in 2013 for major accountancy / financial planning group Professional
Investment Services.
www.imagineyourlifestyle.com.au/intergenerational-wealth-transfer/
Note: Other resources can and will be developed after consultation with professional
associations.
© 2014 The Wealth Academy
Ken Swan
admin@thewealthacademy.com.au