Financial Literacy Series

image of a piggy bank

Center for Faculty Development
One Washington Square
San Jose, CA 95192



Few of us have had much formal training in financial planning. But decisions we make throughout our careers can have a significant impact on our financial circumstances. With the generous support of an American Council on Education/Sloan Foundation award, we have developed a series of Financial Literacy modules, to help acquaint you with some of the key concepts and resources in this areas.

Authors of the Series: Stoyu Ivanov and Marco Pagani, Accounting & Finance, Lucas College and Graduate School of Business

All the modules in this Financial Literacy series were created for faculty, funded by a "Transition to Retirement" award to SJSU from the American Council on Education.


Overview of the Modules (3:09)

Financial Literacy: Introduction (6:45)

Introduction [PDF]

Module 1 of 5: Time Value of Money  (16:02)

Module 1 Presentation [PDF]

Module 2 of 5: Paystub and Benefits

Module 2 Presentation [PDF]

Module 3 of 5: CalPERS Retirement Benefits (24:24)

Module 3 Presentation [PDF]

Module 4 of 5: Supplemental Savings Programs (13:07)







Module 4 Presentation [PDF]

Module 5 of 5: Guidelines and Tips for Retirement Savings (21:11)

Module 5 Presentation [PDF]


More information and tools on Transition to Retirement Planning such as the Interviews with Retired Faculty, Early Retirement Program (FERP) Calculator, etc.  in Our Career and Planning page.