This article summarizes the four preceding articles on youth and saving, identifies policy and program implications, and suggests directions for future scholarship. It is clear that saving is difficult for many people and throughout the life course. Efforts to help young people accumulate assets might encourage saving by parents, encourage saving…

This article describes a project in the United Arab Emirates (UAE) to develop an in-house career coaching program to support and develop young employees recruited on an affirmative action initiative. The project involved the international partnership of a financial services organization in the UAE and a training provider in Canada to train human…

Colleges and universities are finding that improvements in the guaranteed student loan process are making it more attractive than direct lending. In its third year, the direct lending program's total loan volume remains at 33%, well below the 50% goal set in originating legislation. Even some of its strongest supporters fear the program will have…

The need for continuing professional education in the trust industry is noted and emphasis is placed on need for new or additional training in management, taxation, employee benefits, marketing, and investments. The pros and cons of residential schools are outlined, and the use of regional and state seminars is discussed. Available from 6285…

Consists of five articles on the topic of succession planning. Covers (1) planning system development and implementation, (2) planning from a futurist perspective, (3) the employer and employee as a team, (4) case studies of succession planning in financial institutions, and (5) leadership training programs. (CH)

This article describes the development at Florida State University of the Seminole ACCESS card, which functions simultaneously as a bank automated teller machine card, a student identification card, and a debit card. Explained are the partnership between the university and the bank charge card center, funding system, technologies involved, and…