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Financial Literacy and Adult Education: New Directions for Adult and Continuing Education, Number 141

Financial Literacy and Adult Education: New Directions for Adult and Continuing Education, Number 141

Karin Sprow Forté (Editor) , Edward W. Taylor (Editor) , Elizabeth J. Tisdell (Editor)

ISBN: 978-1-118-85003-9

Mar 2014, Jossey-Bass

112 pages

In Stock



Many adults attend financial education classes to help them make more informed financial decisions, based on their

  • knowledge of their financial situation
  • available cash or funds
  • planned expenditures.

This volume brings together scholars from the fields of adult education and financial literacy and covers topics that reveal the interrelatedness of the two fields. They show how concepts and knowledge about adult education can be utilized in and illuminate financial education, and they offer insights about how financial education, as an eminently practical subject, shows adults learning and putting their new knowledge into action.

This is the 141st volume of this Jossey-Bass series. Noted for its depth of coverage, it explores issues of common interest to instructors, administrators, counselors, and policymakers in a broad range of adult and continuing education settings, such as colleges and universities, extension programs, businesses, libraries, and museums.

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Karin Sprow Fort´e, Edward W. Taylor, Elizabeth J. Tisdell

1. Sociocultural Issues in Adult Financial Education 5
Karin Sprow Fort´e

This chapter introduces the volume on financial literacy education and discusses the role of sociocultural factors, such as race, gender, socioeconomic class, language, and age, in adult learning.

2. Structural Barriers, Financial Exclusion, and the Possibilities of Situated Learning for Financial Education 15
Jerry Buckland

This chapter explores financial exclusion through the lens of adult situated learning in financial education.

3. Contextual Influences on Financial Behavior: A Proposed Model for Adult Financial Literacy Education 25
Wendy L. Way

An ecological model is used to demonstrate the importance of multiple contextual influences on financial behavior and learning to inform research design and practice aimed at enhancing financial capability.

4. Financial Literacy Education for Women 37
Jodi Jarecke, Edward W. Taylor, Tahira K. Hira

This chapter provides an overview of financial education for women, specifically exploring pedagogical approaches in women’s financial education programs and offering strategies for teaching women about finance.

5. Financial Literacy: A Critical Adult Education Appraisal 47
Leona M. English

This chapter provides a critical view of financial literacy education, exploring its assumptions and needs in curricula and in the people being taught to be financially literate.

6. Economic Inclusion and Financial Education in Culturally Diverse Communities: Leveraging Cultural Capital and Whole-Family Learning 57
B´arbara J. Robles

The utility of recognizing the whole-family learning process in financial education is explored in this chapter, focusing on traditionally marginalized communities.

7. Raising Employee Engagement Through Workplace Financial Education 67
Lois A. Vitt

Addressing changes in the employment landscape, this chapter offers a look at workplace financial education and argues for employers taking a greater role in educating employees.

8. Measuring the Impacts of Financial Literacy: Challenges for Community-Based Financial Education 79
J. Michael Collins, Karen C. Holden

This chapter discusses the difficulty in assessing financial education effectiveness, and how the assessments have the potential to enlighten researchers about financial education across the lifespan.

9. The Role of Emotions and Assumptions in Culturally Responsive Financial Education Practice in a Capitalist Economy 89
Elizabeth J. Tisdell

This chapter concludes the volume with further discussion of assumptions of financial education, and then examines culturally responsive financial education practice and the role of emotions, beliefs, and attitudes.