Online Budgeting Tool:
User ID:
Password: CALCPA123!
Demonstrate how to create a budget in a few quick easy steps. Internet connection required.

Poll Everywhere:
User ID:
Password: Inst2017
This polling tool helps engage audience members with polling questions during any presentation. Questions can be embedded into power point presentations. Audience members can text in their answers and submit questions. Moderating is done via an app that can be downloaded onto any iPhone or Android phone.

CalCPA Financial Literacy Volunteer Questionnaire:
CalCPA Institute seeks to continually improve its financial literacy program. All current volunteers are encouraged to take a few minutes to answer this brief questionnaire so we can better match our volunteers with presentation opportunities.
Understanding Personal Finances (Spanish/English)
Household Budget Worksheet (Spanish)
Dollars & Sense General Workshop (Spanish)
Financial Tips Every College Student Should Know

Small Business Strategies

51 Interactive Personal Finance Activities

Trainings Offered on High School Financial Planning Program by the National Endowment for Financial Education
CalCPA Institute uses the High School Financial Planning Program (HSFPP) provided by the National Endowment for Financial Education (NEFE). If you are not already acquainted with the HSFPP, please watch this video, which provides an overview of the program.
Any volunteers wishing to further familiarize themselves with HSFPP can attend a training conducted by NEFE. These trainings are held several times a month. Attendees will be provided with a program overview, learning outcomes, materials and format during the 45-minute webinar.
Register for a training webinar today!