FAIM Network Monthly Meetings:
Paige Carlson will facilitate the FAIM Network Meeting each month 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 via Teams or Zoom unless otherwise noted.
FAIM Coach Reference
How to – Pull FAIM Statements – Local FAIM coaches are responsible for pulling the monthly FAIM account statements from VistaShare and sending to their individual clients. Due to a glitch in the system – put an x in the “message on statement” box before running the report.
Coach Training – FAIM 101 for current 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 – PowerPoint presentation updated 7-19-2024
Previous Training for prior Grant 2085 – FAIM enrollments completed in 2022.
FAIM 101 – Updated for 2085 State Grant – March 2022– PowerPoint from March 2022
FAIM 101 Training Program Overview 3 31 2022 – YouTube – FAIM 101 Training Video on State Grant 2085 – program overview (40 minutes)
FAIM 101 Training on Eligibility thru Exit 3 31 2022 – YouTube – FAIM 101 Training Video on State Grant 2085 (1 hour 51 minutes)
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 – website
FDIC’s How Money Smart Are You? – Games – link to training games. Create an account for your agency. Refer clients to the site, have them create an account and link to your agency.
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