Dara Duguay

Citi’s Financial Education Program - International Experience: Lessons for Canada : 

1 Citi’s Financial Education Program - International Experience: Lessons for Canada - Dara Duguay, Director Citi Office of Financial Education

April 7, 2004 Launch : 

2 April 7, 2004 Launch Creation of the Office of Financial Education (OFE) 10-year, $200 million grant commitment towards financial education programs globally (funded by the Foundation & the Businesses): $36 million spent in 2007 in 65 countries $121 million spent to-date Over 9 million “lives touched” in 2007

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3 Replicating Best Practices

Curriculum Overview : 

4 Curriculum Overview For children, teens, & adults Facilitator’s guide Assessment option Mapped to U.S. education standards Modular format In English, Spanish, Chinese, French, Portuguese, Somali, Dari, Arabic, Russian and Turkish Evaluated and revised consistently

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5 Teach Children to Save Day In the United States Reached 104,875 kids Mobilized 3,496 volunteers In South Africa 40,000 students from 209 schools 400 volunteers (30 from Citi) Mexico- Pilot Program Turkey and Poland- planning phase Class in Washington, DC

Asia Pacific- Agent Penny : 

6 Asia Pacific- Agent Penny Agent Penny is targeted at upper primary students (10-12 years old). Provided through a comic book and a theatre drama. In Asia Pacific, Agent Penny is implemented in five countries: Singapore, China, Hong Kong, Malaysia and Indonesia.

Children’s Museums : 

7 Children’s Museums Mexico: St Louis: Finance Park & Moneyville Mobile Interactive Shows

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8 Citi Business Integration

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9 Citi Personal Finance Book Mainstream book “Real Life” financial challenges Easy to follow solutions “Give-away” to customers & NGOs Profits to fund NGOs Canadian version in 2009 Customized with applicable Canadian laws and examples

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10 Citi Personal Finance Book Branch openings & special events Inserts in customer statements Citibank and Citi Cards

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11 Use Credit Wisely Website

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12 Other Website Additions

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13 Small Business Guide Guide 1 - So You Want To Be An Entrepreneur? Guide 2 - Developing Your Small Business Idea Guide 3 - Building a Business Model for Success Guide 4 - Financial Management Essentials Guide 5 - Marketing Matters For Your Small BusinessGuide 6 - Basic Business Operations Guide 7 - Basic Human Resources Guide 8 - Creating A New Business Plan That Works For You Guide 9 - Funding Your New Business Guide 10 - The Life Cycle Of Your New Business

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14 At Citi we believe that… “Knowledge is Your Greatest Asset” financialeducation.citi.com