Success by JazE Edutech / Resource Kits
Implementation Resources
Practical toolkits for teachers, schools, banks, and sponsors planning financial literacy, workforce readiness, and implementation programs.
Resource Kit
Use this kit to decide whether your school is ready to launch financial literacy, what support teachers need, how active decision practice should differ from passive modules, and where sponsor support may fit. The kit gives schools and sponsors a clear readiness framework before a product demo or rollout conversation.
Resource Kit
Turn the question 'What is a budget?' into a teachable week: standards-mapped lesson plans, printable worksheets, paycheck scenario cards, and a family money conversation activity.
Resource Kit
Turn the beginner question 'how do I invest in stocks' into a four-lesson classroom unit with key-term cards, a risk-and-return sorting floor, and a paper-trading challenge scored for reasoning, not luck.
Resource Kit
Turn 'someday I will buy a house' into four runway blocks, one automatic monthly transfer, and a worksheet that shows what each redirect does to your buy date.
Resource Kit
A scoping decision kit for bank compliance teams: determine whether the CRA covers your institution, which regulator supervises it, and how size, affiliates, and designations change your examination track.
Resource Kit
A goal-to-action bridge that translates the Community Reinvestment Act's statutory purpose into mission statements, goal worksheets, and a board-ready checklist for banks and compliance teams.
Resource Kit
A hands-on practice kit that walks students through every money order field, catches the six most common mistakes, and rehearses what to do when an order goes missing.
Resource Kit
Capital gains stop being jargon when students compute them by hand. This printable kit pairs trade logs and holding-period sorting cards with worked examples and a parent-teen first-account conversation guide.
Resource Kit
Many first savings accounts open with $0 to $100, but the right number depends on the account and the institution. This starter kit turns minimums, required documents, fee traps, and a 12-week tracker into one plan students and parents complete together.
Resource Kit
A print-and-go kit for locking down credit at Equifax, Experian, and TransUnion for free — with bureau walkthroughs, template letters, a credentials tracker, and a parent track for freezing a minor's credit.
Resource Kit
A print-and-go comment desk: annotated public-file checklist, fill-in comment letter templates mapped to the CRA tests, branch comment windows, regulator routing, and a submission log.
Resource Kit
Certified Community Development Financial Institutions pair community mission with real lending capacity. This kit turns the definition into a working scoping session for bank and school teams — verification, credit mapping, and outreach templates included.
Resource Kit
Students walk through three doors — rental owner, REIT shareholder, and house flipper — and watch the money, work, and risk of each path shift on paper before real money is ever at stake.
Resource Kit
Online-only banks draw CRA assessment areas from where they lend, not where they branch. This kit walks through the county-level trigger screen, whole-county area assembly, and the documentation file behind them.
Resource Kit
A print-and-teach fixed-income kit that breaks a bond down into face value, coupon, maturity, and yield, then lets students run a stocks-vs-bonds lab, a rate-seesaw exercise, and a credit-rating decoder, with grade-banded lesson plans and a parent take-home sheet.
Resource Kit
A control-tower-style readiness kit that turns the large-bank CRA data collection rules into field inventories, a two-date compliance runway, and a pre-submission audit your team can actually run.
Resource Kit
A January-ready worksheet set that turns the intermediate small bank definition into a documented status determination, an opt-in decision, and a community development plan your examiners can follow.
Resource Kit
A print-and-work determination kit that turns the CRA's 'primarily for community development' standard into a documented call per activity: decision tree, qualifier card sorter, evidence checklist, and a one-page rationale memo template.
Resource Kit
A print-and-teach 401(k) enrollment kit that turns one class period into a first-job simulation: match math, vesting timelines, and a Roth-vs-traditional decision sheet students actually fill out.
Resource Kit
A print-and-go navigator kit that maps CRA-rooted homeownership help — affordable mortgages, down-payment assistance, special purpose credit programs, and homebuyer education — onto one route board, comparison grid, and lender question checklist.
Resource Kit
A status-determination and exam-path planning kit for banks that lend without retail deposits: the limited-activities checklist, a facility-based assessment-area worksheet, and the 2023-rule test mapping.
Resource Kit
A decision worksheet, exam-file checklist, and note templates that walk a single PPP loan file to one of two CRA outcomes — reported small business lending or documented community development financing.
Resource Kit
Teens cannot open credit accounts before 18, but a parent can start real credit history now through authorized-user status. This print-and-go kit walks your family from setup to a confirmed first card at 18.
Resource Kit
A launch playbook for bank community-reinvestment and HR teams and their partner schools: scorecards, MOU outlines, semester calendars, and a quarterly tracker that turn classroom visits into retained hires.
Resource Kit
Run your CRA file through five inspection stations before an examiner does. This kit pairs each frequently flagged data error with a prevention control, a pre-submission audit checklist, and a correction-memo template.