Financial Literacy Presentation Kits

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360 Degrees of Financial Literacy

The FICPA is providing financial literacy volunteers access to resource kits developed by the AICPA and the California Society of CPAs to assist them with community outreach efforts. Each kit includes PowerPoint presentations, outlines, notes and fact sheets addressing financial issues facing eight life stages identified under the 360 Degrees of Financial Literacy initiative:

  • Careers
  • College
  • General Financial Issues
  • High School
  • Military and Reserves 
  • Parenthood
  • Sandwich Generation
  • Small Businesses

The information contained in the toolkits is designed as a basic format for financial literacy education programs and can stand alone, or it can serve as a foundation on which volunteers can build more customized presentations.  These resources simplify the preparation process and provide easy access to materials that will ensure successful presentations.