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Marchand, Richard J. – PRIMUS, 2014
This paper provides suggestions for preparing students to take the actuarial examination on financial mathematics, SOA/CAS Exam FM/2. It is based on current practices employed at Slippery Rock University, a small public liberal arts university. Detailed descriptions of our Theory of Interest course and subsequent Exam FM/2 prep course are provided…
Descriptors: Risk Assessment, Mathematics Education, Financial Services, Test Preparation
Bobbitt, Erica; Bowen, Cathy F.; Kuleck, Robin L.; Taverno, Ronald – Journal of Extension, 2012
The income tax-filing process creates teachable moments for learning about taxes and other financial matters. Educators and volunteers from Penn State Cooperative Extension helped taxpayers file 2008 returns under Volunteer Income Tax Assistance Program (VITA). Nearly 600 filers (588) completed and simultaneously received educational information…
Descriptors: Volunteers, Taxes, Income, Cooperative Programs