Your guide for running an effective session with the Discovery Cards — for practitioners and educators at every level of knowledge, skill, and experience

Best Practice Model: R1's Financial Fundamentals content draws from the work of experts and organizations such as: Dave Ramsey, Suze Orman, Elizabeth Warren, The National Foundation for Credit Counseling (NFCC), The Consumer Financial Protection Bureau (CFPB).

TOPIC: Financial Fundamentals — Do I know the basics? 

View: What's In the Deck

Financial Fundamentals introduces the key concepts, terms, and practices needed to build financial literacy, skill, and confidence. By understanding personal finance, individuals can make smarter decisions, manage money effectively, and work toward both short-term needs and long-term goals. Whether saving for the future, reducing debt, or creating greater financial stability, strong financial habits help reduce stress and build a more secure financial future.

Facilitator Guide — An essential companion to the Discovery Cards, the Facilitator Guide provides group leaders with everything needed to run structured, stage-matched sessions, including activity worksheets, and coaching tips. Discovery Cards are simple, practical, and impactful and increase engagement. Using behavior-based and color categorized cards, group members will discover strengths and gaps based on the Life Skills model. Card activities spur group members to set goals for progressing and building skills. Discovery Cards increase engagement, participation, self-discovery, and spark great discussions in group settings. For the best experience, buy a Group Kit, which includes everything you need to run an effective session.

• Facilitator Guide includes:
• Model overview
• Card deck summary
• Activity instructions and worksheets
• Coaching tips

• Specs
• Forty-four (44) pages
• Width: 8.5 x Height: 11.0 inches
• Saddle-stitched printed guide
• Language: English
• Publisher: R1 Publishing LLC