FAIM Coordinator: Training
FAIM Network Monthly Meetings
Paige Carlson will facilitate the monthly FAIM Network Meeting which will include program updates and training topic. Staff working with FAIM at local agencies are expected to attend the network meetings which will be held online unless otherwise noted. Meetings are typically held on the fourth Thursday each month and start at 11:30am.
Teams link - join on your computer, mobile app or room device: Click here to join the meeting
Meeting ID: 292 171 224 045
Passcode: ofNX8R
FAIM Coach Reference
Local FAIM coaches are responsible for pulling the monthly FAIM account statements from VistaShare. Review statements for regular deposits and issues with saving. If participant is not using the client portal in VistaShare to view their savings/match, coach is to provide a monthly statement to the individual. How to pull FAIM Account Statements or Individual Transaction Record
Coach Training - FAIM 101 for Grant 2086.
FAIM coach 101 training options:
Recording of FAIM 101 Training on 2-22-2024 - watch the recording, and then review slides on new asset tracks - New Asset Tracks PowerPoint 4-25-2024
- OR -
FAIM 101 - 6 asset tracks in Grant 2086 - updated 7/19/2024 - review the PowerPoint presentation updated 7-19-2024
LSS Four Cornerstones of Financial Wellness Curriculum
May 2024 - LSS Four Cornerstones of Financial Wellness Training Booklets
- Leader Guide - Four Cornerstones - May 2024
- Cornerstone One Booklet - May 2024
- Cornerstone Two Booklet - May 2024
- Cornerstone Three Booklet - May 2024
- Cornerstone Four Booklet - May 2024
May 2022 - LSS Four Cornerstones of Financial Wellness - additional training materials
- Four Cornerstones TTT 2022 - train-the-trainer overview
- Financial Coaching Process and Skills 2020 - May 2022
Cornerstone One - Materials / Resources
- Cornerstone One Resources - Word document
- CFPB 6 Question Assessment
- UW Extension Financial Assessment
- Cornerstone One Spending Matrix - May 2022
- Monthly Budget fillable
- Monthly Income Tracker fillable
- Paycheck Planner fillable
Cornerstone Two - Materials / Resources
- Cornerstone Two Resources - Word document
- Financial Goal Setting Wheel
- AIM Activity
- Perspective - To Change or Not to Change
Cornerstone Three - Materials / Resources
- Cornerstone Three Resources - Word document
- Credit Utilization Example - May 2022
- Hidden Costs of Credit Score Apps
- Building Credit with No SSN
- Ideal Self-Destination
- Future Me
Cornerstone Four - Materials / Resources
- Cornerstone Four Resources - Word document
FDIC Money Smart for Adults Training Materials
FDIC Online Catalog - click the link to connect to FDIC's online catalog of Money Smart training materials. Money Smart Train-the-Trainer resources and access to financial training for: Young People (K-12), Young Adults, Adults, Older Adults, and Small Business. Money Smart for Adults booklet is also available in Chinese, Korean, Spanish, and Vietnamese.
FDIC: Money Smart - FDIC website with financial tools and resources.
FDIC's How Money Smart Are You? - Games - link to training games. Create an account for your agency then refer clients to the site. Advise them to select your agency when they establish their account and to complete all 14 modules. You can monitor their progress and obtain a master certificate once they complete all 14 modules.
PowerPoint 10/29/2019 Train the Trainer - Money Smart for Adults 2018 - PowerPoint presentation from FDIC Money Smart for Adults Training at MCIT in St. Paul
How to Download Money Smart for Adults - FDIC instruction sheet to access Money Smart curriculum training modules.
Money Smart for Adults - 2018 Guide to Presenting - presenter training guide/manual
Money Smart for Adults - 2018 Supplement - Scenarios for Financial Inclusion - presenter supplement. Scenarios - video link