Member Minute, News/Accolades

April 2025 Partner Spotlight

Carolyn Steckelberg is the Associate Professor of Practice at the ISU Department of Human Development and Family Studies, College of Health and Human Sciences. She is also the Outreach and Education Specialist Consultant for the Financial Empowerment Center, Evelyn K. Davis Center.  Iowa State’s financial counseling and planning degree is the only undergraduate program of its kind offered in Iowa! Our curriculum will prepare you for professional work helping people through the complex process of financial decision making by providing them with advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement. You’ll learn in the classroom and be able to gain hands-on experience in a variety of settings while you’re in school. Graduates with a financial counseling and planning degree are prepared for employment in organizations committed to improving the financial capability of individuals and families.

Iowa State’s financial counseling and planning degree is the only undergraduate program of its kind offered in Iowa! The curriculum will prepare you for professional work helping people through the complex process of financial decision making by providing them with advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement. You’ll learn in the classroom and be able to gain hands-on experience in a variety of settings while you’re in school. Graduates with a financial counseling and planning degree are prepared for employment in organizations committed to improving the financial capability of individuals and families.

The Financial Counseling and Planning program is a CFP Board-Registered Program that meets specific criteria for educating individuals who wish to fulfill the education component for obtaining CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Earning the CFP® professional designation prepares you to be a more accomplished and effective adviser by providing the knowledge, credibility, and expertise needed to set you apart. 

The Financial Counseling and Planning program is also an AFCPE® Registered Education Program which offers students the opportunity to earn their Accredited Financial Counselor® (AFC®) certification that enhances their degree and marks the highest standard of excellence in the field of financial counseling and education.

Carolyn teaches Personal Finance, Fundamentals of Financial Planning, and Financial Counseling and Lab. In addition to teaching, she serves as the faculty advisor and internship coordinator for Financial Counseling and Planning students. She provides financial counseling for students, faculty, and staff through Iowa State University Extension and Outreach. As co-lead of the Bank On Iowa Coalition, she works to expand financial access for unbanked individuals. She also offers community financial education, including at the Polk County Jail. Her outreach includes workshops and one-on-one counseling to support financial wellness across various populations.

Carolyn enjoys being a part of the Iowa Jump$tart Coalition to surround herself with like-minded individuals and organizations who are passionate about providing free, non-commercial, unbiased, high quality financial education in our communities. She routinely connects with other coalition members for guidance and support, and connects students and clients with referral partners. She prefers to make a warm handoff to someone that she’s met and feel good about connecting with someone who maybe needs some additional help.

Caroyn’s favorite thing to do is find the time and space to be with her kids. Noel is a civil engineer with the City of Ames. Eva is in the doctorate in physical therapy program at Des Moines University. Nora is in the landscape architecture program at Iowa State University. She is finding it to be a difficult transition to be an empty nester. She also loves to spend time with friends and colleagues going out for food and drinks. She loves trying new things and meeting new people!

Teacher Training

2025 Financial Skills for Smart Living FIT Certification Training

Join fellow educators from across Iowa and earn your FIT certification—an essential financial literacy credential that enhances your teaching and opens doors to new opportunities! The FIT training team will be in Iowa on March 28, 2025, from 9:00 am to 3:00 pm at the DMACC Urban Campus. For just $50, you’ll gain a full day of interactive training, networking, and expert insights, plus generous financial incentives: attend the full day and receive $100, complete your FIT certification by April 11, 2025, for an additional $50, and if you’re already certified, earn an extra $50 just for participating. That’s up to $100 in your pocket while strengthening your ability to teach personal finance! Don’t miss this chance to elevate your skills and empower your students!

FIT is a financial education certification based on the latest national Jump$tart/CEE standards at no financial cost to teachers.

Job Opportunity

Job opportunity: Financial Skills Program Coordinator at UNI

Do you or someone you know have experience in financial literacy education or high school business education? Our partner, UNI Wilson College of Business, is seeking candidates for a part-time position that supports the Financial Skills for Smart Living Program. If you are interested in this position, please find more information below.

Challenges

Join the Quiz Bowl – Economics and Personal Finance Challenges are back!

Attention Teachers!

Are you ready to bring some excitement into your classroom while helping your students sharpen their knowledge of Economics or Personal Finance? You still have a chance to join these Challenges – but hurry, the deadline to complete the steps is March 14, 2025!

Completing it is easy! Here’s how in less than 2 days:

  1. Register yourself for either the Personal Finance or Economics challenge and form student teams of up to 4 people while waiting for approval from the state coordinator. (takes up to 24 hours)
  2. Add your classroom teams on the official website and provide each student with their unique “access code.” (5 minutes)
  3. Let the students take the quiz through the “student access” button. (35 minutes)
  4. Check student scores and track their progress directly on the website. (see tutorial)

Why should you participate?

  • Pinpoint areas for improvement – Identify where your students excel and where they need extra support using their scores. Personal Finance Lessons and Economics Lessons are available to provide the students additional help.
  • State Finals Opportunity – If your team performs well, you’ll be invited to the State Finals, where you can network with other dedicated educators and high-achieving students as they compete for the top team.
  • Cash Prizes for the first and second place state winners!
  • National Finals Trip – Winning teams at the state level earn a travel expense-paid trip to the National Finals!
  • Recognition for Your School – State qualifying schools will be featured on the Iowa Jump$tart website, giving you and your students the recognition you deserve.

Still on the fence? Check out what other Iowa teachers and students are saying about this exciting opportunity!

Don’t miss this chance to engage your students in a fun, competitive learning experience while showcasing their skills on a bigger stage.

The challenges are sponsored by Iowa Jump$tart and the Iowa Department of Insurance and Financial Services.

Financial Fellowship, Financial Literacy Tools

Teaching high schoolers about TAXES!

Thank you to the Iowa Society of CPA’s for supporting this event.

Jenny McGarry, DBA, CPA, gave really great on ideas about taxes! She talked about what is important for high schoolers to know and how to get them engaged with the topic.

Presentation Resources:

Additional Resouces:

Upcoming Events

The 2024 Symposium for Educators

Join us for our first ever Symposium! It is a two-day event that will treat our financial literacy educators to an unforgettable experience! Iowa Jump$tart has been providing financial literacy resources and networking for over 20 years. This symposium will give 25 Iowa educators mutiple opportunities to learn and network so they can empower the kids in their community to build healthy financial futures. Please check out the website to get more details including the agenda and registration information.

News/Accolades

Agenda for the Summer Conference is Released!

The agenda for the conference is packed with new and exciting sessions for our Iowa teachers. There are 15 sessions available that are scheduled in three rooms. Some of our new sessions include ChatGPT and Money Psychology. It doesn’t stop there though. Check out the entire lineup below! Our conference is free and includes a free lunch! Be sure to share the information about our conference with other teachers. Find all the details and register on our conference page!

Upcoming Events

Iowa Financial Literacy Summit

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The Iowa Financial Literacy Summit aims to educate students, educators, and the general public about the importance of financial literacy. The Summit includes breakout sessions for secondary students, educators, and the general public.

Details about the summit are as follows:

Dates: May 5, 2015
Times: 9:00 AM – 4:00 PM
Location: Iowa Events Center: HyVee Hall
Address: 730 Third Street, Des Moines
REGISTRATION DEADLINE: April 21, 2015
Registration covers meals and snacks throughout the day. Parking at the Iowa Events Center is $7.00 per car.

For more info click here.

Contests

Iowa Financial Know-How Challenge 2015

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As many of you know, registration for the Iowa Financial Know-How Challenge for Iowa high schools ended Jan. 31, 2015. This challenge was presented by Iowa Student Loan. More info about the contest can be found here.

There were 32 schools that completed all three steps of the registration process to be entered into the drawing. The auditor has completed the drawing and I have a list of the 30 winning schools.

Please check out the winners here.

In the next couple of weeks, a plaque and award check will also be sent to winning schools. A certificate of participation will be sent to those schools that were not selected. A press release will be sent early March announcing the winners.

Congratulating to winners and participating schools!

Official Press Release

Contests

Financial Literacy Blog Contest

Iowa Financial Literacy Program Blog Contest

Help your students kick off the second half of the year by entering for a chance to become Iowa Financial Literacy Program’s Student of the Month!  One student will be selected each month and win a $50 prize!

Iowa College Student Aid Commission and EverFi are encouraging students across Iowa to speak up and share their stories about how financial education has and will impact their lives by launching the Iowa Financial Literacy Program Blog Contest. Encourage your students to tap into their creativity and get involved for a chance to win. The contest is open to all students who have completed the Iowa Financial Literacy Program this school year, with one winner chosen monthly from February through May. To view additional contest details, including submission information, rules and guidelines, click here.

Haven’t started the Iowa Financial Literacy Program yet?

No worries, this is a great time to dive in!  The lessons are engaging and fun, while using technology to teach today’s digital generation.  After a short 15 minute training, you are ready to start the course with your classes.  It only takes a few hours to complete, is a great supplement to existing curriculum, and can be implemented in a variety of ways. To learn more about the Iowa Financial Literacy Program (powered by EverFi), watch this 3-minute video and let me know when you’re ready for registration information.  The program is available at no cost to you thanks to the investment of Iowa College Aid and local community sponsors.