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Financial Literacy Corner

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The Financial Services Roundtable Financial Literacy Programs.

The Roadmap demonstrates that every K-12 school throughout the U.S. can have access to free financial education curriculums. This Roadmap with the free curriculums, teacher training programs and additional financial education resources can be found here: Financial Education Resource Roadmap

Click on the appropriate topic for more information from our Member Companies.

Financial Education Programs: Financial education programs offered by Roundtable Member Companies.
- The Allstate Foundation
  - Moving Ahead Through Financial Management: A Financial Education Program to Break the Cycle of Domestic Violence
- AXA Financial, Inc.
  - Women's Guide to Retirement and Retirement Planning
- BB&T Corporation
  - Learn & Plan Financial Education
- BBVA Compass
  - Financial Education
- Capital One Finacial Corporation
  - MoneyWi$e.org: An adult financial literacy program
  - Bank It: A financial literacy program for youth and their parents
- Charles Schwab Corporation, The
  - Money Matters: Make it Count
  - Schwab MoneyWise®
- CitiGroup Inc.
  - Financial Education Curriculum
- City National Corporation
  - Dollars + Sense Financial Literacy Program
- First Commonwealth Financial Corporation
  - Financial Education
- Genworth Financial
  - My Money My Future
- HSBC North America Holdings, Inc.
  - YourMoneyCounts®
- JPMorgan Chase & Co.
  - Financial Education Library
- KeyCorp
  - Financial Education
- MasterCard Worldwide
  - Priceless Pointers
  - Kids, Cash, Plastic and You
- The PNC Financial Services Group, Inc.
  - Financial Education (English) (Spanish)
  - School Bank Program
  - HomeBuyer Club – First-Time Home Buyer Education
- Principal Financial Group
  - Dream Again Planning Center
- Raymond James Financial, Inc.
  - FDIC Money Smart
  - Bank on St. Pete Program
  - Project Prosper
  - Junior Achievement
  - Teach Children to Save Day – annual event
  - HOPE Expo – Raymond James sponsors/hosts the HOPE Expo, which includes home buyer and other financial literacy classes.
  - Raymond James is actively involved in teaching economics, basic money management and the Stock Market Game on a weekly basis during the academic year to students at Academy Prep in St. Petersburg, Florida. The curriculum varies. Academy Prep is a middle school program designed to help children who qualify for need-based scholarships excel in their studies and develop the skills and confidence vital to compete and succeed as adults.
- RBC Bank USA
  - Everyday Financial Advice
- RBS Americas (Citizens Financial Group, Inc.)
  - MoneyHelp®
- Regions Financial Corporation
  - Scholars & Dollars
  - FDIC MoneySmart for Young Adults (Ages 12-20)
  - FDIC MoneySmart for Adults (English) (Spanish)
  - Partner with Freddie Mac to ensure local non-profits have access and are trained on "Credit Smart."
  - Partner with Cemark to provide "How to do your Banking" in schools throughout Regions' footprint
- State Farm Insurance Companies
  - Finances Learning Center
  - Make It Possible Program
- TD Bank
  - WOW! Zone
- Unum
  - 20 Ways to Take Advantage of Your Company Benefits Plan
- U.S. Bancorp
  - U.S. Bank Credit Wellness Center
  - U.S. Bank Center for Economic Education at Dominican University
  - U.S. Bank Financial Scholars Powered by EverFi
  - Teach Children to Save
  - Get Smart About Credit
  - Junior Achievement
  - FDIC Money Smart
  - FDIC Money Smart for Young Adults
  - FTC’s Preventing Identity Theft
  - U.S. Bank of Bearville: Expanding the reach of financial education
- Visa Inc.
  - Practical Money Skills for Life
- Wells Fargo & Company
  - Hands on Banking / El futuro en tus manos
Financial Education for Older Americans
- BancWest Corporation
  - Elderly Financial Literacy Programs
  - Financial Elder Abuse Prevention Program
- Bank of America
  - Savvy Saving Seniors
- Capital One Financial Corporation
  - MoneyWi$e: Elder Fraud
- Comerica Incorporated
  - Elderly Financial Literacy Programs
- First Commonwealth Financial Corporation
  - Prevent Identity Theft and Fraud For Older Americans
- JPMorgan Chase & Co.
  - Elderly Financial Literacy Program: 50 Ways to Love Your Money
- KeyCorp
  - Learn and Earn Financial Education Classes—Teacher’s Guide
  - Learn and Earn Financial Education Classes—Participant Handout
- The PNC Financial Services Group, Inc.
  - Money Management for Seniors
- TD Bank
  - Elderly Financial Literacy Program
- Visa Inc.
  - Elderly Financial Literacy Program: 50 Ways to Love Your Money
Financial Education for Servicemembers
- Fifth Third Bancorp
  - Military Banking
- First Commonwealth Financial Corporation
  - Military Financial Literacy Program
- KeyCorp
  - KeyBank Military Inclusion Networking Group
- SunTrust Banks, Inc.
  - Military Financial Literacy Program
Financial Education for the Unbanked/Underbanked
- Banco Popular
  - Safe Start Savings
- BBVA Compass
  - Financial Inclusion
- The Charles Schwab Corporation
  - San Francisco Smart Money Network and Regional Partnerships Initiatives
- Citi
  - Financial Capability Programs
- City National Corporation
  - Information on Financial Access Programs
- Commerce Bancshares, Inc.
  - Unbanked and Underbanked Programs
- First Commonwealth Financial Corporation
- KeyCorp
- M&T Bank Corporation
  - Regionally Specific Responses
- The PNC Financial Services Group, Inc.
  - Unbanked, Underbanked and "Bank On" Programs
- Regions Financial Corporation
  - Products for Outreach to the Unbanked/Underbanked
- SunTrust Banks, Inc.
  - Financial Access Programs [xls]
- TD Bank
  - Serving the Unbanked
- Wells Fargo & Company
  - Hands on Banking and Strategic Partnerships
- Webster Bank
  - Bank On Connecticut

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