Resource Center: Funding & Recognition

Awards: Member Spotlight

Congratulations to winners of the Outstanding Educational Program Award!

This year's winner will be honored at the 2018 AFCPE Symposium


2018: Texas Tech University PFI Program

Dr. Sandra Huston & Jennifer Wilson, AFC®

The Personal Financial Planning (PFI) Program at Texas Tech University was launched in the spring semester of 2013. The program has accomplished a lot in a relatively short amount of time. The PFI Program started with one course and over the years has expanded into offering several courses. The program currently serves approximately 3,000 students per academic year. The PFI Program enjoys a vibrant presence on campus with the vision that all students will be financially literate before they graduate. The program offers financial literacy courses along with opportunities for students to also understand the psychological and behavioral aspects of money. The PFI mission has three key foundational elements, the "3 E's" - encouragement, engagement and evaluation. In fulfilling its mission, program staff collaborate with many partners to provide financial awareness and learning opportunities throughout the campus community and beyond. Course materials are intentionally designed to disseminate content through a variety of methods to appeal to all learning styles and ensure that students experience success in their learning processes. The PFI Program is committed to redefining student success through financial education.


2017: University of Delaware & University of Maryland Cooperative Extension’s “Smart Choice and Smart Use Health Insurance”

Maria Pippidis, MS, AFC®, Jesse Ketterman, MS, PhD, Mia Russell, MBA, PhD, AFC®

Smart Choice Health Insurance™ and Smart Use Health Insurance™ program consists of five multidisciplinary modules that provide health insurance literacy education to assist people in exploring the information they need to make effective health insurance decisions. Health insurance is both a financial and health decision couched in each unique individual and family financial and health situation. This creates a unique set of circumstances for which there are many possible solutions to a family’s health care needs. Yet research suggests that consumers are confused about how to choose and the best ways to use their health insurance (Quincy, 2012). Recognizing this issue as a major consumer education opportunity and need, health and financial educators from the University of Maryland Extension and University of Delaware Cooperative Extension formed the Health Insurance Literacy Initiative to develop a research and evidence-based program. The programs objectives are to help adults age 18 and older build their knowledge, skills and confidence to choose and use their health insurance wisely. By creating, testing and evaluating the modules, and working with Extension Educators around the country, the team determined that participants increase their confidence and likelihood to take positive action when choosing and using their health insurance.


2016: The University of Utah Personal Money Management Center

Ann House & Tiffany Davis

The goal of the campus program is to provide exceptional personal finance education to our University students so they are able enroll and be successful in a local Individual Development Account (IDA) matched savings program. By partnering with the community IDA program, they assist low- to moderate-income students to save a portion of their income and get a matched grant to pay for an entire semester of school. This helps University of Utah students who may be struggling financially to graduate. Additionally, the program's purpose is to teach money management skills that will assist the student as they continue to make consumer decisions beyond college to achieve lifelong successful financial outcomes. The deliverable is an approved interactive and engaging eight-hour personal finance course which meet one of the requirements to enter the savings program. The center worked with local and national IDA partners on the course to assure that its reliability and content would get the endorsement of the state’s funder of the IDA program, Assets for Independence (AFI). The course is taught on campus and in-between classes such as during fall and spring break, to connect as many students as possible into this program.  


2015: IU Money Smart$

Phil Schuman &  Morgan McMillan

The Office of Financial Literacy’s IU MoneySmarts program is designed to be innovative and to make talking finances approachable to students. Their website, moneysmarts.iu.edu, contains 50 lessons on different financial topics relevant to college students that are released at “decision times” for students to provide an opportunity for “just-in-time” education. Each lesson is approximately 3 – 5 minutes and is written in a friendly manner as to not make the content overwhelming. In addition, an episode of the “How Not to Move Back in With Your Parents” podcast accompanies each lesson. The podcast features financial personality Pete the Planner and IU student (now alumnus) Alex Eaton as they talk about the financial topic for 8 – 10 minutes. The conversation is casual and sometimes off the wall, by design, to again reiterate that learning about finances does not have to be overwhelming or boring. The podcast format allows for students to pick up financial information on the way to/from class.

Their marketing efforts make financial education fun and make the program unique. Their current campaign focuses on “defeating the debt monster,” and features ads university-wide that create a call to action for students.  With 8 different campuses to whom they provide financial education, they recognize that the demographics of students on each campus is different. With this in mind, they have developed a well-rounded program that appeals to all different types of learners. In the first two years of implementation, the Office of Financial Literacy has been credited with decreasing student loan borrowing at Indiana University by 16% (or $44 Million).

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