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…

The purpose of this study was to examine the implementation flow and development of retail bank management simulation based training system which could provide a comprehensive knowledge about the operations and management of banks for the banking students. The prototype of a Retail banking simulation based training system was developed based on…

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…

Intended to assist World Bank staff and officials in deciding when and how to include communication support activities in Bank-financed development projects, this paper describes the use of planned communications to encourage participation in projects by certain groups of people, to improve institutional efficiency and staff development, and to…

Described in this article is a credit and finance program developed at Moraine Valley Community College. (JS)

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 paper introduces the concept of assistive financing for assistive devices for persons with disabilities, and describes model programs that have pioneered implementation of the concept in the assistive device marketplace. The assistive financing or loan guarantee concept is presented as a partnership between a private financial institution and…

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…

Despite its low volume of lending for adult literacy and nonformal education, the World Bank acquired significant project experience in the 1960s and 1970s. Enthusiasm for nonformal education waned in the 1980s; increasing priority was given to help governments to achieve universal primary education as the principal means of making societies…

This administrative model contains materials to be used in setting up a workshop designed to train members of action organizations (consumer, community, educational) in techniques such as role playing, modeling, and developing strong communications skills for assertively securing legal consumer rights in the areas of credits and warranties, and to…

Canadian financial services organizations, and retail banking in particular, are changing rapidly due to the spiraling costs of labor, the influence of computers, and global competition. These changes are especially affecting bank tellers, who will need new skills to adapt to the changing workplace. To develop a timely and relevant training…

The 74th Illinois General Assembly created the Illinois Commission on Automation and Technological Progress to study and analyze the economic and social effects of automation and other technological changes on industry, commerce, agriculture, education, manpower, and society in Illinois. Commission members visited industrial plants and business…

The pamphlet describes the development of a consumer education program for prison inmates, and presents 12 curriculum guides on consumer topics relevant to prisoners. Because prison inmates spend time removed from the changing economic marketplace, and because many crimes stem from financial and economic problems, it is important to educate and…