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Financial Literacy

Mission Statement       Current Activities       Committee Membership      Current Sponsors


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

VOLUNTEER TEACHERS NEEDED!

The Financial Literacy Committee of the CFA Society of San Francisco and Junior Achievement are pleased to offer an opportunity to CFA Society members to teach financial literacy topics to children at Edna Maguire School in Mill Valley (Southern Marin county).  There are 15 classes in grades K-5 that require a volunteer to teach one class (less than one hour) a week for five weeks this spring. Exact timing is flexible and can be arranged between the teacher and volunteer.  Volunteers are welcome to pair up to co-teach or split up the 5 week commitment.  Junior Achievement will provide all materials and a one-hour training session (in downtown SF) for all volunteers in late February or early March.  For more information or to sign up, please contact Tanya Steinhofer, CFA  at tshaw_mba99@alumni.haas.org or 415-399-9159.
 
Junior Achievement is a non-profit founded in 1916 whose mission is to inspire and prepare young people to succeed in a global economy.  For more information, visit http://www.ja.org

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 74 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: Richard Fletcher, CFA
grfletch@aol.com

Members:

Kristin Bradbury, CFA Jay Briggs, CFA Kathleen Brown
Kevin Cope, CFA David Distad, CFA Michael Faust, CFA
Richard Fletcher, CFA Janet Gearlds Jeff Landry, CFA
Susan Morse, CFA Tanya Steinhofer, 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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