Forms

SMMS is dedicated to providing BGSU students with the resources needed to further their financial education. The forms and handouts provided during Individual Financial Education Sessions and Falconomics Group Seminars are available below.

Right-click and “save target as” to edit and personalize each form as desired.

Individual Financial Education Sessions

           IFES Agenda    pdf.

           Student Liability Waiver    pdf. 

           Student Profile   pdf.

           Financial Education Needs Analysis    pdf.

           Cost of Attending BGSU    pdf.

           Summary Follow-up    pdf.

           Daily Spending Plan    excel

           Monthly Spending Plan    excel

Falconomics Group Seminars

Banking

           ABC Invest in Yourself    pdf.

           Bowling Green Banks    pdf.

           Bowling Green Financial Service Agencies     pdf.

Budgets

           Financial Priorities    word doc.    pdf.

           Making the Most of Your Money    pdf.     

           Daily Spending Plan    excel

           Monthly Spending Plan    excel

Credit Cards

           Credit Card Truths    pdf.

           Top 10 tips for Being Credit Wise    pdf.