We are proud to offer workshops in the local community. To protect the integrity of the program and to enhance its value, we have established a set of criteria to maintain quality control over the content and the presenters. Below is a partial list of those criteria:
Sign Fiduciary pledge
Agree specifically to NOT solicit in class or afterwards
Support and enhance Critical Thinking in the presentation through emphasis on the following key aspects of Critical Thinking: Clarity, Accuracy, Consistency, Relevance, Sound Evidence, Good Reasons, Depth, Breath and Fairness
Explain relevance of their presentation to Personal Finance and quality of life
Embed and explain instances of Behavioral Finance issues in the subject being presented
Submit content of presentation for review
Submit all handouts for review
Pharos Library Project
The Pharos Library Project is an effort to promote financial literacy on an ongoing basis in the community. The goal is to help libraries become the focus of economic education by building a curriculum of various financial subjects. Like the lighthouse of Alexandria, we want to shine the bright light of knowledge to teach people how to navigate the world of economics and make good financial decisions to achieve their goals.
Content for these workshops is derived from programs Cygnet Institute has designed, field tested and used since 1989. As we expand these financial workshops, we will need to incorporate additional professionals in the respective communities who might be interested to become presenters in the Institute’s Financial Education Series. We anticipate that the more technical information will be presented by professionals with expertise in the relevant topic. Topics that do not require deep level subject expertise will be delivered by certified teachers. In order to protect the quality of the program and the reputation of the libraries, we intend to impose certain criteria on those who want to participate as instructors and presenters. The two main areas involve adherence to the Fiduciary Standard and incorporating in the presentation elements that encourage participants to utilize Critical Thinking.
The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.
It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.
I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
So detailed and many faceted! The connectivity factor is critical, everything must work together.
I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
Public Libraries
Seminar Criteria
We are proud to offer workshops in the local community. To protect the integrity of the program and to enhance its value, we have established a set of criteria to maintain quality control over the content and the presenters. Below is a partial list of those criteria:
Pharos Library Project
The Pharos Library Project is an effort to promote financial literacy on an ongoing basis in the community. The goal is to help libraries become the focus of economic education by building a curriculum of various financial subjects. Like the lighthouse of Alexandria, we want to shine the bright light of knowledge to teach people how to navigate the world of economics and make good financial decisions to achieve their goals.
Content for these workshops is derived from programs Cygnet Institute has designed, field tested and used since 1989. As we expand these financial workshops, we will need to incorporate additional professionals in the respective communities who might be interested to become presenters in the Institute’s Financial Education Series. We anticipate that the more technical information will be presented by professionals with expertise in the relevant topic. Topics that do not require deep level subject expertise will be delivered by certified teachers. In order to protect the quality of the program and the reputation of the libraries, we intend to impose certain criteria on those who want to participate as instructors and presenters. The two main areas involve adherence to the Fiduciary Standard and incorporating in the presentation elements that encourage participants to utilize Critical Thinking.
View the Financial Fusion Handout HERE
Public Libraries Past Programs: Click HERE to view
Testimonials