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Family Economics & Financial Education National Master Educator Program Application Family Economics and Financial Education (FEFE) is a program of the Take Charge America Institute for Consumer Financial Education and Research at The University of Arizona’s John and Doris Norton School of Family and Consumer Sciences. FEFE is based on the idea that a university-based financial education outreach program, built on cutting-edge research with classroom educator expertise, can strengthen and extend the ability of schools and community organizations to raise the personal financial capabilities of young adults. The FEFE project’s mission is to provide educators with ready-to-teach lesson plans and materials free of charge, and the skills and confidence to effectively teach personal finance. In 2001, through a collaborative effort with educators, a curriculum that is easy to understand, simple to use, and low cost was developed. Because of this partnership with educators, FEFE offers a family finance curriculum that is “designed, tested, and edited by educators for educators.” Today, FEFE provides more than 25,000 educators nationwide with free, ready-to-teach materials, curriculum training, newsletters, grants and other activities that expand their knowledge of family economics and enable them to incorporate money management-related lessons into their classrooms. The FEFE National Master Educators are a diverse team of financial educators from across the nation. They guide and implement each of FEFE’s national strategic goals. Annually, each team member is required to: Have fun Evaluate FEFE lesson plans and review all new and updated lessons Actively communicate about enhancing the curriculum, professional development, general programming and website offerings Utilize Web 2.0 technologies Participate in FEFE’s online communities Experience and evaluate each of FEFE’s professional development offerings Participate in a FEFE committee Implement an action plan resulting in a product that can be used nationally Prepare for, actively participate in and evaluate the FEFE National Master Educator Retreat and National Training Exhibit professionalism, teamwork, actively communicate and meet deadlines Monetary compensation and extensive personal growth and networking are available to team members who meet the program requirements including: Stipend – Up to $1,500 National Master Educator Retreat with paid travel expenses and stipend – A $1,500 value Registration waived for National training with paid travel expenses and stipend – A $3,500 value Hard copies of all updated curriculum annually – A $300+ value Recognition on the FEFE website and letters to administration – sometimes priceless Opportunity to network with other educators – priceless! Desired applicants must: Be willing to dedicate 2-3 hours per week to FEFE activities Have attended and participated in all activities of the FEFE National Conference in Tucson, AZ within the past four years Demonstrate knowledge of family finance content and critical thinking skills Teach a minimum of 20 Take Charge of Your Finances Semester/Trimester or Get Ready lesson plans as well as 5 active learning or enhancement tools before March 15 annually Master Educator Application – Page 1 Last Updated April 11, 2013 Exhibit proficiency using technology including key software programs (Microsoft Office, Microsoft Publisher, and Microsoft PowerPoint), social networking, and Web 2.0 tools Possess excellent presentation skills and ability to effectively communicate written and orally across a wide variety of audiences, including youth and adults The FEFE National Master Educator team is a multi-year training and development program. Each team member has a three-year term that is renewed annually based upon completion of minimum requirements. Experienced National Master Educators may renew their three-year term by becoming a FEFE Specialized Workshop Trainer who travels throughout the United States conducting workshops. National Master Educator team members must dedicate 2-3 hours per week to FEFE activities and focus on national programming. If an educator is interested in working with the FEFE team but is not eligible, cannot fulfill the requirements, or is focused on statewide programming they are encouraged to apply to be a FEFE State Educator or a FEFE TCAT- Take Charge Affiliate Team member. Master Educator Application – Page 2 Last Updated April 11, 2013 FEFE Educator Teams FEFE TCAT – Take Charge State Educator (SE) National Master Educator Specialized Workshop Affiliate Team Member (states may have state Trainer sponsored teams) Description Volunteer team who provides Dedicated educators who partner An elite team of educators who Experienced National feedback at anytime with the FEFE team to develop work closely with the FEFE staff on Master Educators who fulfill statewide programming as well as a weekly basis providing national all requirements of the NME guide FEFE’s national guidance for all areas of FEFE team as well as travel to programming. programming. conduct national trainings about FEFE. Focus General State National National Eligibility All FEFE Users Use 15 or more of the Take Charge Use 25 or more of the Take Charge Be a FEFE National Master (Review the program description for a and Get Ready lessons Semester Course and Get Ready Educator with at least one detailed description) Attend FEFE National Training or lessons year as a trainer at the 3-day State Training Attend FEFE National Training National Training Length of term No time limit 3-years, renewed annually 3-years, renewed annually 3-years, renewed annually Selection Process Volunteer Written application each October Written application each Interview each spring September Weekly time Volunteer basis, varies 1 hour per week 2-3 hours per week 2-3 hours per week and at commitment depending on the educator least 2 weeks each summer Minimum Requirements (Review the program requirements for additional information including the points system.) Have fun Yes! Yes! Yes! Yes! Evaluate lesson plans Volunteer FEFE SE Team - 4 per year 8 per year 8 per year MD FEFE SE Team – 5 per year Participate in forums No Actively – 40% or more Actively – 60% or more Actively – 60% or more Develop sample Web 2.0 No FEFE SE Team – No 2 per year 2 per year tools MD FEFE SE Team – 2 per year Participate in FEFE’s Online Volunteer FEFE SE Team – Encouraged 20 posts 20 posts Community and Facebook MD FEFE SE Team – 10 posts Experience FEFE’s online Volunteer 1 per year 2 per year 2 per year professional development Serve on a committee No No 1 per year 1 per year Develop an action plan No FEFE SE Team – earn 1 star Earn 3 stars Earn 3 stars MD FEFE SE Team – earn 2 stars Attend a Retreat No FEFE SE Team – No Yes Yes MD FEFE SE Team - Yes Master Educator Application – Page 3 Last Updated April 11, 2013 Trainer at the FEFE National No No Yes Yes Training in AZ Trainer at state trainings No 45-90 minute workshops 45-90 minute workshops 90 minute to 3-day trainings Exhibit professionalism, Always Always Always Always teamwork, actively communicate and meet deadlines Rewards (Vary depending upon points earned) Stipends No FEFE SE Team – No Yes Yes MD FEFE SE Team – Yes FEFE Retreat No FEFE SE Team – No Yes Yes MD FEFE SE Team – Yes National Training No FEFE SE Team – every 2 years Yes Yes MD FEFE SE Team – East Coast Free curriculum Yes Yes Yes Yes Recognition Yes Yes Yes Yes Opportunity to network Yes Yes Yes Yes with other educators Master Educator Application – Page 4 Last Updated April 11, 2013 FEFE National Master Educator Program Application Review the previous pages for information about eligibility and program requirements before applying Application must be typed. Name: School Name: Discipline: School Address: Phone: City, State, Zip: Fax: E-mail: Years Years Teaching Teaching: Family Finance: If you attended the FEFE National Training with a different name, such as a maiden name, please indicate your name here: 1. Complete the following chart indicating how you currently incorporate the Family Economics & Financial Education curriculum in each course you teach. (Please add rows to the chart if you use FEFE materials in more than three courses) Do you teach more Is the course a than one section of semester, this course when it trimester, When is How many hours is offered? If so, What financial Do you plan to edit or yearlong, or this course are specific Course how many? Please provide and economic add to the described other course taught? financial and Name and (for example, in the us with a brief education course in the next where (fall, economic Grade fall I teach the same description of concepts are academic year? If so, financial spring, education Level(s) personal finance this course. taught within describe what changes concepts are both, or concepts taught course 1st and 3rd this course? would be made. integrated other) in this course? period so I would throughout? have 2 sections of the same course) 2. Complete and submit the Personal Finance Concepts Taught document indicating what FEFE lesson plans you teach as well as other personal finance curricula you use. 3. Why do you want to be part of the FEFE National Master Educator Team? 4. What makes you the best candidate to join the FEFE National Master Educator Team and fulfill the team requirements guiding financial education nationally? 5. If you had only two weeks to teach financial education, what content would you teach and why? 6. What methods do you commonly use to assess your students? 7. How do you keep your course up-to-date, including but not limited to, integrating technology, content updates, and facilitation techniques. Master Educator Application – Page 5 Last Updated April 11, 2013 8. For each of the programs/technology actions listed below, rank your skill as either beginner, intermediate, or advanced. If you use Web 2.0 tools or participate in social networking, describe the programs you use. Program/technology action Your skill level (beginner, Description/Examples intermediate, advanced) Microsoft Word (including using the review tools) Microsoft Publisher Power Point Email correspondence (attachments and writing) Web 2.0 tools Social networking Other 9. How have you adapted the FEFE curriculum to best meet the needs of your students? 10. Please list professional organizations you are involved in, roles (past/present) and any awards received? 11. Provide examples of presentations you have conducted. Describe the topic, audience, number of attendees, and techniques you used to make the presentation successful. Please do not include classroom presentations to students that are part of your daily classroom instruction. 12. Additional comments 13. *Optional* Show how you implement the FEFE curriculum within your class by submitting a project that you have students complete, sample work from a student, or additional materials to illustrate how you have modified the FEFE curriculum to fit your needs. Completed application: All materials submitted by Friday, September 30, 2011 by 5:00 p.m. Pacific time Application including the Personal Finance Concepts document must be emailed to firstname.lastname@example.org o Confirmation letter will be immediately provided for received applications At least one recommendation form (see page 7) must be emailed, or sent directly to FEFE office by the reference. The purpose is to learn more about the candidate as well as to communicate the candidate’s intention to improve financial literacy at the local, state and national levels. It is advised that the candidate provide a copy of the application packet to the reference. o Up to two recommendations may be received from: Administrator (superintendent, principal, asst. principal, curriculum director) or Professional reference Review process: Application and recommendation form(s) will be reviewed by a committee Phone interviews will be conducted with finalists Recipients will be announced by October 15 Questions: Phone: 520.626.4209 or email: email@example.com By submitting this application, I have attended a FEFE national training in the past four years and actively teach FEFE in my classroom. If selected, I will be able to dedicate 2-3 hours per week guiding financial education nationally while I fulfill the program requirements Master Educator Application – Page 6 Last Updated April 11, 2013 FEFE National Master Educator Recommendation Form For more information about the Family Economics & Financial Education Program, visit www.fefe.arizona.edu Recommendation form Must be completed by a school administer and/or someone the candidate works with in a professional capacity. Must be submitted directly to the FEFE office in a sealed envelope with the completer’s signature or submitted electronically by the completer to firstname.lastname@example.org Form must be submitted by Friday, September 30, 2011 at 5:00 p.m. Pacific time. Candidate Information Candidate Name: ________________________________ Courses the candidate teaches:________________________ Your Name: _____________________________________ Your Title: __________________________________ How many years have you known the candidate and what is your working relationship with him/her? Please rate the candidate on the below qualities by signing your initials in the appropriate box: Excellent Good Average Poor Communicates effectively (orally and written) Demonstrates technology skills Expresses opinions, ideas and criticism in a mature manner Accepts responsibility with commitment Learns from every experience Ability to analyze problems and act out a solution Respected by colleagues and students Exhibits interest and enthusiasm Comments about the above qualities or other pertinent skills the candidate holds: If chosen for this position, the candidate will be expected to lead national programming in the area of financial education. To be an effective FEFE National Master Educator, the candidate will be asked to: Provide in-depth feedback regarding all aspects of the FEFE program, including curriculum and professional development/training opportunities Effectively communicate with the FEFE staff Submit high-quality work on a weekly basis by the indicated deadlines Effectively use and embrace technology Conduct training workshops for educators across the nation Represent FEFE in a professional manner at all times and become a valuable team member and partner Master Educator Application – Page 7 Last Updated April 11, 2013 Based upon the above program expectations, would you recommend this candidate for this position? Why or why not? Signature______________________________________________________Date__________________________ Recommendation Form may be e-mailed or sent to: Family Economics & Financial Education Team The University of Arizona Norton School of Family and Consumer Sciences – Room 427 650 North Park Avenue Tucson, AZ 85721 Email: email@example.com Master Educator Application – Page 8 Last Updated April 11, 2013 Personal Finance Concepts Taught Topic Place a check mark next to the FEFE Get Ready or Take Charge Was curriculum, Semester/Trimester course lesson plans you have used in any other than FEFE, course during the past year. used to teach this topic? If so, please If you use an Essentials (45 minute lesson) or one not in the Take identify. Charge Semester course, please identify the lesson title in “other.” Values, Introductory Level (Get Ready) No Needs vs. Exploring Values, Needs, Wants 2.17.2 Yes, if so, what? Wants, and Goals Galore 2.17.1 ______________ Goal Setting Advanced Level (Take Charge) Values Auction 1.17.4 Needs vs. Wants 1.17.2 Setting Financial Goals 1.17.3 A Collage About Me 1.17.1 Other __________________________ Career Introductory Level (Get Ready) No Development Does Money Grow on Trees 2.1.1 Yes, if so, what? What Does Your Future Hold 2.1.3 ______________ The Places You Will Go 2.1.2 Advanced Level (Take Charge) Interest Inventory 1.1.6 Career Research 1.1.2 Investment in Yourself 1.1.9 Comparing Job Offers 1.1.3 Other __________________________ Paychecks Introductory Level (Get Ready) No and Taxes Planet Paycheck 2.13.1 Yes, if so, what? ______________ Advanced Level (Take Charge) Understanding Your Paycheck 1.13.1 Other __________________________ Spending Introductory Level (Get Ready) No Plans Diving into Spending Plans 2.15.1 Yes, if so, what? ______________ Advanced Level (Take Charge) Life Cycle of Financial Planning 1.11.2 Spending Plans 1.15.2 Other __________________________ Master Educator Application – Page 9 Last Updated April 11, 2013 Depository Introductory Level (Get Ready) No Institutions Depository Institution Discovery 2.7.2 Yes, if so, what? Electronic Banking Bonanza 2.7.1 ______________ Debit/Checking Simulation 2.7.3 Advanced Level (Take Charge) Depository Institutions 1.7.3 Electronic Banking 1.7.2 Online Banking 1.7.6 Other __________________________ Saving and Introductory Level (Get Ready) No Investing Secrets of Saving 2.14.1 Yes, if so, what? ______________ Advanced Level (Take Charge) Choosing to Save 1.14.1 Savings Tools 1.14.2 Introduction to Investing 1.12.1 Language of the Stock Market 1.12.2 Other __________________________ Consumer Advanced Level (Take Charge) No Protection Identity Theft 1.3.1 Yes, if so, what? ______________ Other __________________________ Credit Introductory Level (Get Ready) No Take Charge of Credit Cards 2.4.1 Yes, if so, what? ______________ Advanced Level (Take Charge) Understanding Credit Reports 1.4.2 Understanding a Credit Card 1.4.1 Other __________________________ Major Introductory Level (Get Ready) No Expenditures Major Expenditures 2.15.2 Yes, if so, what? & Decision Comparison Shopping Splendor 2.2.1 ______________ Making Decision Making Magic 2.5.1 (Insurance, Housing Advanced Level (Take Charge) Transportation Types of Insurance 1.10.1 & Food) Renting vs. Owning a Home 1.9.3 Securing a Living Space 1.9.5 Researching an Automobile 1.16.2 Shopping for an Automobile Loan 1.16.3 Automobile Insurance 1.16.1 An Evaluation of Convenience 1.8.1 Master Educator Application – Page 10 Last Updated April 11, 2013 Other __________________________ Family Introductory Level (Get Ready) No Finance Life of… Yes, if so, what? Simulations ______________ Advanced Level (Take Charge) Life in… Other __________________________ Lesson plan Which components of a FEFE lesson plan do you typically use components during instruction? Vocabulary activity Anticipatory set Note taking guide Power Point Activities Worksheets Applied assessment Rubrics Multiple choice test banks Other Are there any additional topics integrated into your personal finance course? If so, please indicate the topic and curricula used to teach this subject. Topic__________________________Curricula_______________________ Topic__________________________Curricula_______________________ Topic__________________________Curricula_______________________ Master Educator Application – Page 11 Last Updated April 11, 2013
"Program Structure_ Requirements and Application - Family "