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ORIDA Financial Education Standards Training

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Portland, OR

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Financial education is central to the success of the Oregon Individual Development Account (IDA) Initiative and is mandated in the Oregon Revised Statutes (ORS 458.670-700). The Financial Education (FE) Standards were developed in collaboration with Initiative partners to enable all IDA participants, no matter their location in the state, to receive robust, high quality education. These Standards, once implemented, will ensure that through the Initiative, IDA savers will have access to the essential tools necessary to make sound financial decisions in an increasingly complex and evolving financial environment, and to know how to seek additional resources as their financial circumstances evolve after their IDA ends.

The Oregon IDA Initiative Financial Education Standards (Standards) provide specific description of the knowledge, skills, and confidence that anyone participating in financial education through an IDA program within the Oregon IDA Initiative can expect to develop.

Efforts to increase financial literacy, capability, and health cover a wide range of topics using a vast array of curricula, materials, and approaches. The purpose of the standards is to provide clear guidance on the most important financial education topics to participants the Oregon IDA Initiative serves that lead to changes in knowledge, skills, and practices or behaviors and ultimately, improved financial situations. As a result of organizations following the standards, participants will have the knowledge, skills, and resources to make productive financial decisions that help them cover their living expenses, deal with financial emergencies, maintain a healthy existence, and save for and reach their goals—they will be able to survive and thrive.

The Standards provide targets for baseline financial education that everyone should receive. This will ensure that the provision of financial education is consistent and comprehensive and that the quality of financial education is not dependent on where participants live or from which organization they receive financial education. The standards also help professionalize the provision of financial education by ensuring trainers and educators have developed:

  • Competency in each standard area,
  • An understanding of how participants can use the knowledge and skills gained for each standard, and
  • Ways to provide engaging training on each standard area so participants will apply their knowledge and skills.

November 8 and 9th’s training in Portland Oregon will be the launching of the Oregon IDA Initiative’s formal training process to meet the standards. This two-day intensive will be led by national financial capability and asset building expert, Inger Giuffrida. The training is a free, excellent opportunity for IDA staff connected to financial education of the Oregon IDA Initiative. Whether you are offering financial education and coaching directly to clients or responsible for managing financial education curricula at your agency, this training is for you!

Event Details:

  • November 8th and 9th, 9AM-4PM
  • Portland, OR (specific venue to be confirmed ASAP)
  • Facilitated by Inger Giuffrida, National Financial Capability and Asset Building Expert
  • Detailed agenda and homework for the 2-day intensive will be sent out to registered attendees prior to the event.

Registration includes:

  • FREE registration
  • FREE training materials and resources for all attendees
  • Light breakfast and full lunch provided both days

Participants will need to cover their own travel costs, including travel, dinner, and lodging.

Neighborhood Partnerships is able to consider modest scholarship requests to partners traveling from outside of the Portland metro area. Our scholarship decisions will prioritize essential financial education IDA staff, and staff responsible for coordinating IDA financial education curricula. Click here to apply for a scholarship. The scholarship application deadline is September 22nd. Decisions will be announced on or before October 6th.

Please direct questions to Laina Green, Neighborhood Partnerships’ Economic Opportunity Manager at lgreen@neighborhoodpartnerships.org.

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