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School Presentations

Did you know you can present on a variety of financial topics including budgeting, saving, credit, debt, and more? You see, on every teacher account, educators have the option to request in-class or online presentations that are hosted directly by you.

These presentations are a great way to strengthen and build relationships with the educators in your community and to let students know your institution is available and willing to answer any of their financial questions. Especially when the time comes for them to open new accounts.

Presentation Fulfillment Process

The great news is, the only work you have to do is actually present. Since teachers are given the option to request presentations directly from their teacher account. All you have to do is keep up-to-date with the "notifications" tab in your Manager. Every time a teacher requests a presentation from their account, it is time-stamped and sent as a notification stating "A such-and-such presentation has been requested by so-and-so at SCHOOL NAME HIGH."

If you need to get into contact with that teacher, read this short guide on how to contact teachers.

Best Practices

  1. Partner with local schools and educators: Work with local teachers to provide financial literacy presentations to students. These presentations cover topics such as budgeting, saving, internet safety, etc., and can be customized to fit the needs of different age groups. You can help students develop good financial habits early on and prepare them for a financially stable future.

Presentation list

Check out what financial topics we have available—each presentation comes with presenter notes and a student handout so there’s very little prep work needed.

50/30/20 Rule

Break down budgeting in a way that's easy for students to understand.

Advanced Budgeting

Break down advanced budgeting topics.

Basics of Saving

Introduce the concept of saving and help students create and maintain a savings goal.

Be Mindful of Your Digital Money

Teach students the importance of keeping their money safe online.

Budgeting Basics

Discusses how budgets work and help students create one of their own.

Buying a Home

Teach mortgages types and the home-buying application process.

Emergency Funds

Help kids understand the importance of setting aside money for emergencies.

Financial Aim of Life Presentation (Digital Only)

Start an in-depth conversation with students about money.

Financial Institutions—Banks

Teach students banking basics.

Financial Institutions—Credit Unions

Teach students the basics of interest, saving accounts, and credit unions.

Intro to Credit

Address the risks and benefits of using credit.

Lemonade Tycoon

Introduce concepts like income and expenses, loans and debt, financial goals, and savings.

Life Scenarios

Teach concepts like setting goals, budgeting, spending, borrowing, income and taxes, and more.

Paying for College

Discusses how much college costs and ways to pay for it.

Protect Your Online Accounts Presentation

Teach students the importance of keeping their online accounts safe.

Scams Targeting Seniors

Discuss common scams and correlating red flags to look out for today. Great for a seminar!

Taxes

Discuss what income taxes are, what they're used for, and when they're filed.