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.

           Summary Follow-up     pdf .

           Daily Spending Plan      excel

           Monthly Spending Plan     excel

Falconomics Group Seminars

Banking

           Bowling Green Banks      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.