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Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.

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New financial ed resources from CFPB

The Bureau has posted an article announcing the update of some of its youth financial education materials to provide K-12 educators with new, free resources to help students develop financial knowledge, skills, and habits. These resources make it easier for teachers to find and download relevant classroom activities. The new information includes:

  • The journey to financial well-being that describes four steps to achieve adult financial well-being, while highlighting the role financial education plays in helping young people successfully navigate their way.
  • A robust activity search feature that provides access to free high school classroom activities to teach the building blocks of financial capability across the curriculum, designed for use in a single class period. Teachers can search by grade level, activity duration, and other key filters. More activities will be added throughout the remainder of 2018.
  • Assessments to help teachers gauge their students' mastery of the building blocks and to help students assess their knowledge, skills, and habits related to financial capability.
  • A curriculum review tool to help educators review and compare financial education curricula across four key dimensions, so they can select the most promising ones for their classroom.

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