Barbados Chapter: Request a financial literacy session

Find out how to set up and request a financial literacy session in your community.

Our financial literacy sessions are provided for free and are facilitated by our CPA volunteers. Each session is approximately 60 minutes, which includes a 15-minute Q & A.

WE WILL PROVIDE:

  • a CPA volunteer(s) to lead the session
  • prepared presentation and activities
  • prepared handouts and worksheets

RESPONSIBILITIES FOR YOU (THE HOST)

The following is to ensure that the session runs smoothly, that it is of maximum benefit to the attendees, and that we receive feedback that helps us constantly improve our program. Your responsibilities are to:

  • promote the session and register the participants
  • connect with our volunteer, at least one week prior to the session, as a final confirmation (we will provide you with their contact information)
  • provide the venue and set up the event
  • provide a screen and projector; a podium and sound system may also be required for large theatre settings
    • audio-visual systems are not required for school workshops
  • print the session materials for the participants, including the session presentation PDF, session evaluation form, handouts, worksheets and other accompanying participant documents (our volunteer will provide you with all of the documents that need to be printed)
  • scan and email us the Host Evaluation and Session Evaluation forms (alternatively, they can be given to our volunteer)
  • gather other feedback regarding session content, volunteer demeanor/conduct, etc. and email them to us in confidence
  • notify the CPA volunteer and us as soon as possible if there are cancellations

Enjoy yourself! The participants will greatly appreciate the content of our offerings and the initiative that you have taken to participate in our financial literacy program.

HOW TO SET UP A SESSION

  1. Complete and submit the online session request form found on each session page below. Also please see the following request guidelines:
    •  12 weeks’ notice is needed to set up a session.
    • If more than five sessions are needed, please contact us directly.
  2. When we receive the form, we begin the process of finding a volunteer and making all the necessary arrangements.
  3. Once a volunteer is found, we will send a “virtual introduction” email to you and our volunteer, which includes his/her contact information, so you can connect with each other prior to the session.

For questions, please email us.

REQUEST ONE OF THESE FINANCIAL LITERACY SESSIONS: