In The News

Financial Literacy Day at The State House

Financial Literacy Day at The State House in April!


Margaret Ferguson, VT Jump$tart Coalition Board Member at a display in the Card Room at the State House.

Jumpstart 2

Margaret Ferguson, VT Jump$tart Coalition Board Member pointing out the high schools that require Financial Literacy courses


Margaret Ferguson,  VT Jump$tart Coalition Board Member, and Kit Ardell a volunteer at the State House.

Financial Fridays: Fidelity Offers Teacher Trainings in June

Friday Five



Fidelity Investments has a long-standing commitment of providing financial education to our customers, helping them make better personal finance and investing decisions to meet their unique life event goals. This commitment extends beyond our customers.  It goes deep into the communities where our associates live and work. 

Fidelity employees are passionate about bringing this knowledge to school-age children and teachers. Throughout the school year, Fidelity employees teach and share personal finance lessons and career insights through in-classroom programs and events that host students at Fidelity’s 10 regional locations, in addition to our headquarters in Boston MA. Employees are matched for in-person or video connections to local classrooms to share their career expertise and insights. Fidelity’s personal finance teacher training program has reached more than 1,800 teachers and, in turn, 185,000 students nationwide since the program’s inception in 2015.


This commitment to serving the communities where we work and live is exemplified by Fidelity employee Gail Tulipani. As a regional center learning lead, Gail helps Fidelity’s employees deliver the best customer experience to clients by facilitating training sessions for customer-facing Fidelity employees. She takes this same commitment to excellence into the world of financial literacy when she volunteers to share her expertise in personal finance concepts with teachers. Growing up with “financial despair always hanging over the family,” Gail says she never forgot the trauma of a household always short on cash. So, the lessons that she wishes she had received as a young 12-year old, she commits to sharing with as many school-age children as possible. And the earlier the better.

Research shows that children begin developing attitudes and behaviors about money as young as age six or seven, and according to additional research by the FINRA Foundation, more rigorous instruction leads to positive behavioral formation and better outcomes, such as improved credit scores and lower credit delinquency. 


Working with teachers and students both inside the classroom and out within our communities continues to be core to Fidelity Investments’ commitment to financial literacy. Fidelity continues to focus on expanding the reach and impact of its financial literacy programs for students and teachers by partnering with organizations like the Jump$tart Coalition.


Join a Teacher Training: Fidelity Investments partners to provide financial literacy training to educators throughout the year. Here is a list of upcoming trainings. Spread the Word: Check out the financial literacy story through the eyes of middle schooler, Alexis. Share this video if you agree that all children should have access to financial education.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI  02917


About Financial Friday

Each week we feature one of our national partners that are dedicated to making #afinlitfuture a reality. Learn more about the organizations we’ve featured this month:
If you are a partner interested in being featured, contact Heather McElrath, or, if you would like information on becoming a partner, contact Josh Sandler.

Copyright © 2019 Jump$tart Coalition, All rights reserved.

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Product Release: Revamped Insurance Unit!


We can ENsure your students will get some solid INsurance knowledge (see what we did there?) with our new and improved Insurance Unit! Students will learn everything from how insurance works to why we need it and then dive into specific types of insurance such as Auto Insurance, Health Insurance, Homeowners and Renters Insurance, and more! Explore our new lesson guides, activities, and other resources below!
Explore the NEW Insurance Unit
What are our favorite new resources? Glad you asked… 

Insurance Fundamentals:

Health Insurance:
Auto Insurance:
Homeowners and Renters Insurance
Google Forms for Assessments

The Insurance unit is the 3rd Full-Year unit that has the Exit Tickets, Unit Test, AND the 10 Comprehension Question sets for each lesson in Google Forms! — Here’s an Exit Ticket for you to try (don’t forget to make a copy!)
Other Exciting Improvements

  • Better Flow: The unit features 6 brand new lessons that provide more details on the different types of insurance your students are likely going to need in the near future!
  • New Lesson Resources: Each lesson has been fully updated to include newer, more current articles, videos, infographics, and more that will keep your students engaged!

BONUS: Check out our Unit Content Guide if you want to brush up on your Insurance content knowledge. If you want more content guides, head over to our Teacher Toolkit!

Explore the NEW Insurance Unit

We hope you enjoy using this new unit in your classroom. And, as always, tell us how it goes with your students!

~ The NGPF Team

Abby, Christian, Greg, Jessica, Laura, Rita, Sonia, Tim, and Yanely

Copyright © 2019 Next Gen Personal Finance, All rights reserved.

Our mailing address is:

Next Gen Personal Finance

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Palo Alto, CA 94301