As part of a review of the finance program at California's City College of San Francisco (CCSF), a project was undertaken to explore trends in the banking and finance industry to identify pre-service and in-service training needs and determine CCSF's role in meeting those needs. A review of trends found profound changes in the banking and finance…

This booklet, which is intended to acquaint midlife and older women with the basic principles of personal money management, presents action steps, tips, and sample forms for planning and organizing personal finances. The booklet is organized into 10 sections that deal with the following aspects of personal money management: determining financial…

This publication offers a summary of a symposium designed to elicit dialogue on the costs and benefits of eliminating the restrictions on institutional lending in the Stafford Loan Program. Approximately 100 people, representing postsecondary institutions, commercial lenders, guaranty agencies, secondary markets, loan servicing groups, and…

This guide, prepared for the Delaware State Board of Education and the State Department of Public Instruction, is intended to assist individuals developing curricula to prepare students for entry-level positions in various banking and financial occupations. It is divided into three sections, each of which consists of a cross-referenced listing of…

This module on what homeownership is all about is one of ten in the Money Smart curriculum, and includes an instructor guide and a take-home guide. It was developed to help adults outside the financial mainstream enhance their money skills and create positive banking relationships. It is designed to familiarize participants with the process for…

This article describes the development at Florida State University of the Seminole ACCESS card, which functions simultaneously as a bank automated teller machine card, a student identification card, and a debit card. Explained are the partnership between the university and the bank charge card center, funding system, technologies involved, and…

Hearings of the Committee on Education and Labor on the status of college endowments are presented. Attention is focused on the private resources colleges and universities may have to fall back on during this period of reduced federal aid. A list of endowments of 192 colleges ranked by 1981 value, from a "Chronicle of Higher Education"…

This student manual contains materials to be used in a workshop designed to train members of action organizations (consumer, community, educational) in techniques such as role playing, modeling, and developing strong communication skills for assertively securing legal consumer rights in the areas of credits and warranties and to prepare the…

Responses to a questionnaire circulated in March 1981 are summarized. Data were gathered from all states regarding the federal Guaranteed Student Loan Program (GSL) and the state guarantee agencies on: guarantee agency organizational types; dates of GSL agreements with the Department of Education; states that guaranteed loans before GSL;…

This module, an introduction to credit, is one of ten in the Money Smart curriculum, and includes an instructor guide and a take-home guide. It was developed to help adults outside the financial mainstream enhance their money skills and create positive banking relationships. It is designed to enable participants to decide when and how to use…

The Insuring Information Technology Competence project explored ways to improve skills and retrain individuals to exploit information technology (IT) for more effective delivery of financial services. Seven organizations working in the financial services sector in Britain participated. The project was dependent on the organizations' ability to…

To assist in making funds available for student higher education loans and to keep their interest rates as low as possible, the Department of Education compensates participating lending institutions using a combination of interest subsidies and special allowance payments. Lenders use ED Form 799, Lender's Interest and Special Allowance Request and…

This curriculum guide is designed for 11th- and 12th-grade students or for adults who are interested in pursuing a career in the financial institution field. It can be used as a stand-alone curriculum for an entry-level career as a customer service/account representative. The guide consists of four units of instruction. Each unit contains some or…

This booklet, written with the beginning investor in mind, will help readers set clear-cut financial goals and develop a savings and investment program for achieving them. It is suitable for personal use by adults or for classroom use in junior high through adult consumer education classes. The booklet provides information on a variety of savings…

The teacher's guide is for a high school unit on accepting credit responsibility, part of family financial education program which also includes a unit on managing personal income. The components of the unit, correlated with a planned instructional program in any area of economics, can be used to reinforce certain relationships and concepts which…