In the five years leading up to 2002 there were many significant changes in the insurance industry in Australia that brought about a range of training needs. These training needs arose from matters as diverse as mergers, increased competition, corporate failures, and legislative changes. This study includes findings from a survey of the insurance…

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…

The Basic Skills Agency, funded by the DfES, has been developing the use of a financial context as a way of teaching literacy and numeracy to adults. SAFE, an initiative of Toynbee Hall's Adult Advice and Education team, is dedicated to providing practical services to promote financial capability and to increase financial inclusion. Joint work…

This manual is designed to provide primary health care program managers with guidance on how to use cost analysis and cost-effectiveness analysis as tools to achieve better understanding and management of resource flows. Although it has been prepared primarily for program managers at national, regional, and district levels, other health…

Issues concerning college student loans are addressed in 10 chapters written by educators, guarantee agency administrators, and government officials. Topics include: loan repayment, the impact of loans on access, loan programs in five industrialized nations, and the Guaranteed Student Loan program and other sources of financial aid. Chapter titles…

This report presents data from a survey of Ontario (Canada) universities concerning employment benefits offered in 1993-94. Part I covers benefits other than pensions. Tables display the information on particular benefits institution-by-institution including: administration and insurance plans, communication of benefits, proposed changes,…

Following the extended Australian drought of the 1990s, a review was undertaken to assess the programs and services that support farm families and respond to their welfare needs. A total of 43 service providers and 21 farm families were interviewed in New South Wales and Queensland. Following an introduction and description of methodology, the…

In the United Kingdom, the increasing sophistication of money management and financial services' increasing reliance on information and computer technology (ICT) have made financial literacy education particularly important for older people, who are less likely to be engaged in the ICT revolution and more likely to be living on a low income.…

Canadian financial services organizations, and retail banking in particular, are changing rapidly due to the spiraling costs of labor, the influence of computers, and global competition. These changes are especially affecting bank tellers, who will need new skills to adapt to the changing workplace. To develop a timely and relevant training…

The workbook is designed for use by adult students learning English as a Second Language, focusing on the English language skills and knowledge needed for daily living. Fifty-three exercises are presented in six parts, whose topics include: the bank; opening a new bank account; savings accounts; checking accounts; using a bank machine; and…

Highlights from a survey of educational practices of personal finance teachers and resource materials for emerging topics are provided. Of the 6,100 secondary teachers in the United States and Canada who received questionnaires, 1,400 responded. With over 30 states having personal finance or consumer economics guidelines, personal finance courses…

This report presents data from a survey of Ontario (Canada) universities concerning employment benefits offered in 1994-96. Part 1 covers benefits other than pensions. Tables display the information on particular benefits institution-by-institution including: administration and insurance plans, communication of benefits, proposed changes, life and…

This Alberta curriculum guide defines competencies that help students build daily living skills, investigate career options in financial management, use technology in the financial management field effectively and efficiently, and prepare for entry into the workplace or related postsecondary programs. The first section provides a program rationale…

This document discusses policy and practice addressing the need for financial literacy education for older people in the United Kingdom. The discussion is based largely on the findings of survey and focus groups that were conducted to identify the difficulties older people encounter in dealing with different financial services and managing their…

This report provides information on the amounts and types of financial assistance available to students both within the member states of the European Community and across its frontiers. The first part of the report summarizes the main systems of financial assistance for students in higher education in the European Community, looking at several…