Minnesota Financial Empowerment Initiative (MNFEI) seeks to deliver high quality financial literacy education at no cost, by matching local skilled financial professionals with volunteer opportunities to engage underserved populations around a variety of financial topics.

Volunteer Opportunities for Financial Professionals

Current Community Partners

Goodwill Employment Services

• Career Training and Education Programs- offers job training and customized career support to eliminate barriers to work and independence

• Year-round, in-person in St. Paul or virtual, 2 hours per class, Thu or Fri morning

Jeremiah Program

• Mission to disrupt the cycle of poverty for single mothers and their children, two generations at a time.

• January - June, in-person in St. Paul, 75 minutes per class (Wed evenings), female volunteers only please

Learning in Style School

• Empowering adult immigrants through education.

• September-June, in-person in Minneapolis, 1.5 hours per class, Wed mornings once/month

Summit Academy

• Empowering individuals to develop their ability to earn and to become contributing citizens in their communities, as well as economic drivers of the State of Minnesota.

• Year-round, in-person in Minneapolis, 2 hours per class, Tuesday mornings

Time Commitment:

• Two classroom or virtual sessions over a 4-6 week period

• Prep time per session to review materials & lesson plan (30-60 minutes)

• Short orientation meeting (15-30 minutes)

Skills/experience:

• Familiarity with personal finance topics (5+ years professional experience in finance with certification

  preferred, but not required)

• Experience presenting to small groups

• Sensitivity to different cultures, socioeconomic backgrounds and experiences

• Willingness and ability to tailor training to meet group’s specific needs and situation

Materials/Topics

Sessions are built around the FDIC’s Money Smart for Adults Program.

• Core sessions include:

  • Money Values & Influences

  • Budgeting: My Income, Spending and Savings Plan

  • Managing Debt

  • Savings and Investing

• 1:1 sessions as needed

MNFEI will provide slide decks, resources for 1:1 sessions, and participant guides/handouts

To learn how to become a volunteer, please contact our Executive Director, Tina Oertli at tinao@mnfei.org.

THANK YOU!