10 Ways to Make Financial Education Fun & Effective

Money. No matter how you look at it, on some level,person after the question is answered. Asking for a
you need it.round of applause also keeps the energy high and
You need it for shelter. You need it for food. Andmakes the person feel great.
you need it for a zillion other things that make life aTip: When someone asks a question, before
little more convenient and enjoyable.answering, ask the audience if someone knows the
Whether you love it or despise it, it's part of life andanswer. If they do, acknowledge that person by
the sooner you learn how to make it, manage it andasking for a round of applause or snaps (see
make it grow, the sooner you begin to enjoy itsCelebrating Section).
potential to fill your life with experiences that bring2. Ask, Don't Tell. Before 'teaching' anything, find out
joy to you and those around you.if a member of the audience knows the information
The ability to manage money wisely directlyfirst. It's very common for someone in the room to
correlates to the ability to live independently andknow the information you are teaching and this will
successfully, so it's no surprise that there areacknowledge them as well as involve the rest of the
hundreds of financial literacy curriculums available toaudience in the conversation. It's great when the
empower children with the critical financial tools andpresentation isn't all about the presenter!
information they need.3. Use Stories and Metaphor. Nothing is more
The challenge with most of those curriculums,attention getting than a great story. Weave the
though, is making them fun and effective.information or lesson into a story with a character
Most financial literacy curriculums are flat out boring.they can relate to and you've got a winning
They are missing the one component that makescombination. Craft the character to be the same age
them effective...a profoundly unique delivery method.as your audience, with similar interests, concerns, likes
Key Component: The Delivery Methodand dislikes. Decide well in advance exactly what the
We've all experienced exciting, mind-stimulatingcharacter will do in the story in order to learn
presentations that made learning fun and easy andwhatever it is you want your audience to learn.
we can all point to those that were boring andFOUR: Make it Active and Interactive
irrelevant that served as merely a means to catch upThere is saying that goes like this, "Everything is
on doodling practice or missed sleep.energy." If you've taught anyone at all, you
Creating a stimulating learning environment in which tounderstand the importance of keeping the energy
teach financial education to kids and teens has itshigh in the room, for yourself AND your learners. And
particular challenges.this goes with any age...young to old.
Not only it is challenging to convince kids they needStudies show that most people learn better and
to know this information NOW but we're teaching toremember more when they're moving in one way or
generations of children who are used to beinganother. Incorporating the information into a physical
entertained.activity helps make it easer to learn and more fun to
Given these challenges, how DO you make financialteach and keeps the energy high for those involved.
education fun and effective for kids of any age?In addition, because human beings are relationship
We've found the answer: use Accelerated Learning!oriented, provide plenty of opportunity for students
The Key to Teaching Financial Education: Acceleratedto learn from each other and share their own
Learningexperiences. This type of educational environment
Accelerated Learning (A.L.) is the most advancedhelps kids know they are not alone. And sometimes
teaching and learning method available today. It's theit's just more fun to learn things as a team.
most powerful tool available for speeding andOne way of making it interactive is to consider your
enhancing both the design process and the learningprograms 'conversations' instead of lectures. When
process. Based on the latest brain research, it hasyou have a conversation with someone, you talk,
proven again and again to increase the effectivenessthey talk, and on and on.
of learning while saving time and money for theA great way to do this in a controlled way is to use
instructor.CALLBACKS. A callback is when you say something
Accelerated Learning, in a nutshell, is TEACHING to alland then immediately ask them to repeat the
three learning styles (visual, auditory, and kinesthetic)information. An example might look like this...
USING all three learning styles and doing it in an"So, one of the most amazing ways you can invest
environment that both enhances and encouragesfor your future it to put money in the stock market.
learning.WHERE can you put money?" And they say, "Stock
Effective Accelerated Learning techniques makesmarket."or...
learning any kind of information fun, enjoyable and"The three assets most wealthy people invest in are
easy to remember.real estate, the stock market and businesses. WHAT
So, since Accelerated Learning makes teaching anyare the three ways?" They say, "Real estate, stock
topic easier and more effective, let's look at how wemarket and business."
can apply this methodology to make financialYou can also do it this way...
education work for you."One of the most important habits you can do with
There are basically 10 components of Acceleratedmoney is to Pay Yourself First." Say that whole
Learning you can apply to make any financial literacysentence with me. And they will repeat it.
program fun and effective for your students,It takes a bit of practice but it's an powerful way to
regardless of age!not only get them to remember what you're
Note: The following information is completely relevantteaching but to stay involved and engages.
for speakers, presenters, teachers or coaches in theOne additional way to keep the energy high in a
financial education arena. The techniques work with alllearning environment is to be very aware of these
ages and with all topics.three states: physical, emotional and mental. If you
Ten Components Of Accelerated Learningsense that the energy in the room is going down, all
ONE: Make it Relevantyou have to do it change ONE state and you'll
Human beings generally have no interest in learningchange all three. Because learning is incredibly 'state
that which they don't see as relevant to their lives independent', learning to recognize and change your
some way. We all know what happens when we putlearners states is one of the most valuable skills you
people in an environment where they are asked tocan learn and use.
learn something they don't want to learn or aren'tFIVE: Make it Experiential (Full of Feeling)
interested in. They start talking to each other, fidget,Experiential teaching means letting the learner
figure out ways to leave, daydream or doodle in theirphysically or emotionally experience what you're
notebooks.trying to learn. In the case of teaching kids about
It's even more obvious with children. If you ask themearned income, for example, you can physically hand
to sit and watch something or listen to someone talkthem money for something they traded their time
for any period of time, they wiggle and squiggle, rolland energy for as well as money for something they
their eyes, talk and ask lots of questions like, "Is itdid that might pay them over and over again (write a
over yet?"book, buy a rental property, invest in a stock that
Yet put them in front of something that they findpays dividends). That simple gesture of handing them
interesting, and even a two-year-old will sit still.money elicits internal responses that will help embed
Topics must be made relevant and interesting or thethe information.
information falls on deaf ears, and eyes. Even if YOUSIX: Teach to All Three Learning Styles
think the information is absolutely necessary, if it isn'tMost people learn visually, auditorily or kinesthetically
relevant to the one you want to teach then you areor a combination of any two or three. This means
wasting everyone's time and energy.we learn by seeing, hearing and feeling, both
So how DO you make financial freedom and securityphysically and emotionally.
relevant to an 8-year-old or a 12-year-old or even aTeaching to all of these learning styles helps ensure
16-year-old? Great question.that every student receives the information in a
The answer involves going into their world. In ordermanner they can process best.
to figure out how to relate what you want to teachAs an example, when you say, "There are five
them, you must understand what it's like to be 10 orways...", use your hand to illustrate the number five
12 or 16. Only then can you begin to shape youras well as write the number 5 in a bright color on a
message in a relevant way that will reach out andflipchart or dry-erase board.
grab them.Hint: Be BIG. If you want someone to move 6", you
Find a way to relate it to their lives. You can start byhave to illustrate this by moving 12". Use your whole
asking them what matters!body when you teach. Be excited and inspiring if you
TWO: Enroll Themwant your students to be excited and inspired.
Once you figure out how to make your financialSEVEN: Repetition, Repetition, Repetition
education program relevant, your next step is toWhen YOU say something, it's one thing. When you
enroll them in the idea of learning. Enrolling is how youget your students to say something, it's a completely
'hook' your audience; get them to want to be there.different story. When THEY say it, it's locked into
When your audience is properly enrolled, they aretheir minds in a more profound way.
ready to learn.Many people don't learn the first time they are
Here are three basic verbal methods the professionalexposed to a concept, idea or piece of information.
experts use to enroll their audiences:Think of your teaching as 'exposing' them to
1) Enrolling Questions & Scenarios.information and know that it takes often takes
Asking your audience a couple of relevant questionsrepetition for information to sink in. As an example, in
can immediately get them involved in the subjecta financial literacy workshop, have your students
matter. Raise YOUR hand and get them to raiserepeat sayings and principles like Pay Yourself First
THEIR hand in agreement. Enrolling questions usuallyover and over again.
come in pairs and your goal is to enroll 100% of theHint: put principles on large colorful pieces of paper
audience. Sometimes this means thinking on yourand hang on the wall. Give students a reward every
feet!time they hear the principles, run up and point to the
In a course about money, you might ask...principle and make the other students recite the
"How many of you like to spend money on thingsprinciple out loud.
that you want?"EIGHT: Make it Catchy
"How many of you want to grow up to have all theThink of a commercial that you have found yourself
money you want and need so you can live the wayrepeating. "Two all beef patties special sauce lettuce
you want to?cheese pickles onions on a sesame seed bun,"
You can also use something like this...probably brings up an image of the classic McDonald's
"Imagine just for a moment, waking up everyBig Mac in the hearts and minds of most Americans.
morning with the ability to do whatever you want. IfAsk yourself how you can turn the information
I told you I had the secrets to that kind of life,you're teaching into catchy phrases, poems, and
would you want to learn them?"songs. Make information rhyme or fit into a pattern
A simple way to enroll children, in particular, is toand, just know, that the funnier you make it, the
invite them to visualize a particular situation and askeasier it is to remember.
for their advice and feedback about how they wouldNINE: Make it FUN!
handle the situation. A good example would beLaughter is not only the best medicine...it's the best
"wanting a new pair of shoes but not having enoughlearning method. Think of a time when something
money" or "having a friend who asks you to borrowwas really funny to you. Do you remember what
money". The more we can invite them to role-playwas going on? Chances are you do.
situations that help them experience "financial risk",Put the concepts and information you want to teach
the better they will be prepared to handle thoseinto a game or activity that makes your students
situations. Another scenario would be asking childrenlaugh and you'll never have to 'teach' it again. When
to visualize what they will be like when they areyou do this, your learners end up learning as a result
older. Ask who will be paying for their food whenof the game or activity; it becomes a natural result
they leave home, who will buy the gas for the car,of the experience. You literally weave the lessons
stuff like that.into the activity and before you know it, they've got
Bottom line...ask questions that will eventually reachit.
100% or your audience.Note: They don't always understand what they have
2) Announcements with meaning.just learned, but at least you've got it in their little
This is a way to reconnect with someone who hascomputer brains where it will stay and be processed
mentally left the room and "jar" them back into theuntil it's needed at a later date.
program. An announcement goes something like this:TEN: Celebrate!
"I was sick and tired of being broke!" or "The time isImagine being acknowledged every time you raised
NOW!"your hand with an answer to a question your teacher
Bottom line...make announcements with a strongjust asked. Think about what it would feel like to
conviction.have an entire group of people snap their fingers
3) Staggering Statistics.three times just because you stood up to ask a
This type of enrolling method involves usingquestion or make a comment. Visualize how inspired
well-researched statistics. The statistic you use mustyou'd feel if the teacher said, "Great Job!" just
be 100% true or you will lose your credibility. Thebecause you participated in an activity.
statement is used to get your audience's attention.Wouldn't you be more inclined to stay involved in the
Perhaps something like...learning environment? Wouldn't you WANT to
"Our country is currently in debt to a tune of overparticipate? Wouldn't you WANT to show up, ready
$11 Trillion dollars!"to play, eager to learn?
"College students are moving back home at anThis is only a partial list of benefits from celebrating
unprecedented rate!"learning. If it's good for a football team, it's good for
"College students are graduating with $_________your classroom.
in credit card debt, with no ability to make theEnd Result: Making it Sticky
payments."All of these teaching ideas, combined with the power
Along the same lines, don't hesitate to provide aof accelerated learning, makes the information
group of children or teens with real statistics...o likeSTICKY. Students learn faster, remember more and
the fact that it takes approximately $300,000 tohave a whole lot of fun learning information that
raise a child from 0-17.would probably be boring and ineffective in any other
Then ask them how many children they want tosetting.
have!o like how much they'll end up paying for thatLeaving home and school with financial wisdom is
first new car they finance.critical to every child's success as they forge their
Ask them if they think the car was really worth it?oown way in the adult world.
like how much buying a $4 coffee drink adds up toBy using these teaching tips to teach financial
over 40 years at 10% interest.education, you not only improve the chances more
Ask them if they'd rather live on that money later orof our youth living happy, successful adult lives but
drink it once.you can know that you've been a huge part in that
Bottom line...startle them with facts!success. And isn't that every teacher's dream?
Regardless of which methods you use, be concise,BONUS TIP: Use financial literacy as a platform to
powerful and full of conviction. Pay attention to theteach everything else.
response you get from your enrolling methods soDo you want to really make learning relevant to your
you continue to modify for each presentation orstudents? Great...think about this.
class. You will quickly find that the more time youWhat if children learned how to read by studying
spend crafting your enrolling questions, the betterbusiness plans, reading articles about life and health,
and more effective your teaching experiences arewriting book reports on success journals of all types?
for your students.What if children learned math by creating budgets,
Bottom line...find a way to hook them and you're halflearning to shop smart, researching stocks and
way there.creating financial statements?
THREE: Make it InterestingWhat if children learned to write by writing business
Here's how you know when a child or adult isplans and advertising copy, business correspondence
bored...they LOOK bored! It's simple...no matter howand hand-written personal letters?
interested they might be in the topic before youWhat if children learned art and music by creating
started teaching, if they are bored, you might as wellgraphics, websites, composing advertising jingles and
forget about it.more for businesses they create?
There are some very simple ways to make learningTHIS would make education relevant, experiential,
anything interesting. Here are a few:effective and fun! It would be education that would
1. Ask Questions. Because questions hook the mindstick with your child forever, giving them a lifetime of
and keep us engaged, our brains stay active thinkingskills and information to make, manage and multiply
of the answers to questions and problems that aretheir money wisely. The result? An adult who is
thrown our way. Have them answer the questionsfinancially responsible and who understands the
out loud by raising their hands.power and value of doing good in the world.
Two critical parts of this type of instruction are oftenTHIS is how we change the world...one child at a
left out. First, make sure you acknowledge thetime!
person for asking the question. Second, thank the