Financial Literacy Series

image of a piggy bank



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

408-924-2303
cfd@sjsu.edu

Welcome

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.