Project SCREEN   

Project SCREEN (Senior Citizens & Retiree Empowerment Education Network) has two goals: to provide access to professional training in financial literacy education for individuals working with senior citizens through scholarships for the Certified Educator in Personal Finance® (CEPF®) program and to offer those now certified CEPF senior advocates with a financial literacy education program designed specifically for senior citizens.

Q&A

How can I participate in the SCREEN project? Complete a scholarship application and return it to the Institute for Financial Literacy by the deadline of the session in which you wish to enroll (see above for session dates).

Who can apply for this scholarship? Scholarships are available through the generous support of private donors and grant making organizations for individuals working with senior citizens. This program was developed to encourage senior advocates to incorporate financial literacy education in their delivery of services.

What math skills are required? SCREEN utilizes basic math skills-addition, subtraction and percentages.

Why should I provide financial literacy to my clients? A good foundation in financial literacy is as important to a person as a foundation in language literacy. Financial choices have a profound effect on people's lives, often enabling or preventing them from realizing their aspirations. The more informed and aware clients are of the fundamentals of budgeting, saving and other aspects of financial literacy, the better choices they'll make.

What sort of lesson must I include in classes? SCREEN offers a financial literacy education program designed specifically for senior citizens, Senior Financial Safety to its scholarship recipients. The curriculum will focus on trouble spots for those 55 and older: Consumer Fraud, Identity Theft, Financial Elder Abuse, Money Management for those in their Golden Years and Retirement Planning in Retirement. This program will also include a special section for the caregivers of seniors addressing the legal and ethical issues involved with their financial affairs as well as resources available to help them.

What's covered in the course materials for the CEPF credential? For an outline of the CEPF study materials, click here.

What is the Center for Financial Certifications? The Institute's Center for Financial Certifications administers the Certified Educator in Personal Finance (CEPF ) credential. Its mission is to advance the professionalism and effectiveness of education and counseling within the field of financial literacy. The Center accomplishes this mission by providing professional development, training, and certification for those in the financial counseling, education and related fields. For more information on the center, click here.

How do people keep their CEPF certification current? The certification is valid for a two year period. Those wishing to renew their certificate must meet a 16 Continuing Education Unit requirement, two of which must be taken in ethics. There are no annual membership fees. For more information on CEPF renewal CEU requirements, click here.

Who can I contact for more information? Please email SCREEN@FinancialLit.org or call 207-221-3612.