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Financial Literacy

Mission Statement       Current Activities       Committee Membership      Current Sponsors


Bay Area Financial Education Foundation (BAFEF)  

The Bay Area Financial Education Foundation seeks to provide Funding to enhance the financial education and research programs for the benefit of the San Francisco Bay Area, both among CFASF membership and the community at large, in keeping with the standards embodied in the CFA® designation.  More... 



 Financial Literacy

Mission Statement

"Our mission is to inspire career interest in the financial services industry and to educate Bay Area youth in matters of  personal financial management."


Current Activities


STOCK PICKING GAME
The Committee is sponsoring teams to participate in the San Francisco Chronicle and Wells Fargo Bank produced Stock Market Game. Last year 34 schools participated in the program. The website for the game is www.stockmarketgame.org.

WALL STREET JOURNAL EDUCATION EDITION
CFASF's Financial Literacy Committee is proud to sponsor Bay Area high school libraries and classrooms through this program. By providing high school students with the education edition of the Journal, it exposing them to the publication and gives them an understanding of the financial markets. After several years of involvement, the Committee is now working to ensure that all appropriate schools are receiving the paper and are making the best use of it for their students. For more information go to http://www.wsjclassroomedition.com/index.html.

SCHOOL-TO-CAREER
The committee is lending support to the San Francisco Unified School District School-to-Career regional occupational program. The program's objective is to make education relevant through "pathway programs." Currently, business/finance academies have been established at two high schools, where the structure and curriculum of the National Academy Foundation in New York is followed.

In addition to math and reading, this academy offers economic, financial planning and accounting electives. Also, paid internships for 11th grade students are arranged during the summer break with local companies. For 12th graders, the program builds on the internship experience by providing the opportunity to take a community college course in the topic.

Committee involvement is in the following areas:
  • Teaching sessions in financial literacy using the NAF curriculum and adding real world experience.

  • Supporting student internships. SFUSD has 150 students to place for six weeks per placement. Goal is worksite learning and students receive a stipend. All legal aspects are coordinated by the program. View a 2-page fact sheet about the internship program.

     

Committee Membership

Chair: Bert Bangayan, CFA

Members:

     
Kevin Cope, CFA David Born, CFA
Michael Faust, CFA
Susan Morse, CFA Janet Gearlds Jeff Landry, CFA


 


Current Sponsors

 

Adelante Capital Mgmt
American Century Investments
Charles Schwab & Co. Inc.
Citigroup
Dodge & Cox
Franklin Resources
Mellon Capital Mgmt
Merrill Lynch
Morgan Stanley
Sand Hill Advisors
Thomas Weisel Partners
Wells Fargo/Wells Capital Mgmt
Wetherby Asset Mgmt

 

 


Formore information please Contact the Committee


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