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Professional Development – Beginner

Money Smart – A Financial Education Program

From banking to interest rates, the FDIC has curriculum that can provide educational materials for the new professional in Financial Literacy. The FDIC offers a Train-the-Trainer program that provides all of the necessary information. Please check the FDIC website for times and other meeting information. Online videos and Office Live Meetings are also available.

Upcoming Train-the-Trainer Dates:

  • February 14, 2018
  • May 16, 2018
  • August 15, 2018
  • November 14, 2018

The module for adult student learning can be accessed on the Money Smart CBI website after creating a Login ID and password. If you need assistance with the FDIC modules, please contact Joan Gustafson at [email protected] or at (202) 898-7153. 


Federal Department of Education

Thorough knowledge of financial aid award packages and qualifications is an essential component for the beginner collegiate financial education professional.  The Department of Education offers free financial aid training at the Dallas, Texas, Regional Training Facility; however, there aren't any 2018 training dates scheduled in the State of Texas. Please view the Department of Education website for training opportunities in other states.

If you are unable to attend these free trainings, the Federal Student Aid Office offers a training in The Fundamentals of Financial Aid online. Accounts must be set up using Google Chrome, Firefox or Safari. 

Professional Development - Advanced Financial Literacy

Voluntary National Content Standards in Economics

Developing and implementing routine goal setting and budgeting is important for college students.  However, these young adults should understand the market value of their services and the commodity they are selling as well as the concepts of inflation and interest rates.  This resource provides instruction for educators as well as goals and details to utilize in workshop development and interactive curriculum. 

Professional Development - Marketing

Learn more about the Sam Houston State University's Student Money Management Center by clicking HERE. This PDF provides a detailed look into the SHSU SMMC's marketing strategy, promotional tactics, and money management topics. 

Voluntary National Content Standards in Economics:

The Voluntary National Content Standards in Economics was first published by the CEE in 1997 and quickly became an essential tool informing economic education. In 2008, the CEE set out to update the Standards.

Financial support for the update was assumed by the CEE and by the U.S. Department of Education, through the Excellence in Economic Education grant program administered by the Department’s Office of Innovation and Improvement.

Click HERE to download a PDF version of this publication. 

Suggested Reading:

Smart Women Finish Rich

Author: David Bach

It’s a smart, quick, constructive read! I recommend it to all of my students!

Recommended by: Patsy Collins; SHSU; Director – Student Money Management Center 

In- Person Training Workshops

      November 5-9, 2018

   Philadelphia, PA


December 10-14, 2018

Atlanta, GA



January 14-18, 2019

Seattle, WA



February 25–March 1, 2019

Dallas, TX



March 4–8, 2019

Washington, DC



April 1–5, 2019

New York, NY



April 8–12, 2019

Kansas City, MO



May 6–10, 2019

Dallas, TX 
(for clock-hour schools only)



May 13–17, 2019

Washington, DC 
(for clock-hour schools only)



June 17–21, 2019

Denver, CO



June 24–28, 2019

San Francisco, CA



July 22–26, 2019

Boston, MA



September 16–20, 2019

Chicago, IL

Workshop hours are 9 a.m. to 5 p.m. Monday through Thursday, and 9 a.m. to 1 p.m. on Friday.

TASFAA Training 

2018 TASFAA Fall Conference is happening on October 3rd - 5th at Moody Gardens Hotel Galveston Island, TX

NASFFA Training 

Overview of the Financial Aid Programs NASFFA U Course  Starts July 9

2018 Advocating for Emergency AidPrograms in Higher Education Statewide Convening

EA Invitation Flyer_Scanned.pdf

EA Invitation Memo_Scanned.pdf

Texas Association of Collegiate Financial Education Professionals 

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