Search:

Student Outreach Opportunities

CalCPA is committed to seeing that all Californians are financially literate and understand the importance of managing their finances responsibly. Our financial literacy visits are a great way to introduce these important concepts to high school students, and contribute to the efforts to improve financial literacy statewide. In addition, the profession is depending on you to inspire bright, talented students to discover the integrity, trust and career diversity that is the CPA profession.

Visits generally fall into one of three categories:

  • Financial literacy
    • Teach a personal finance lesson on money management, careers, budgeting, savings and investing, managing credit or insurance. Most presentations last 50-60 minutes and all volunteers receive curriculum guides and visual aids. Each student receives a financial literacy student workbook, Quest magazine and money management brochure. In addition, we encourage all volunteers to show the “MoneyTalks” and “Bring it On” DVDs.

    NEFE Instructor Manual PDFs

    Unit 1 Your Financial Plan: Where it All Begins
    Unit 2 Budgeting: Making the Most of Your Money
    Unit 3 Investing: Making Your Money Work For You
    Unit 4 Good Debt, Bad Debt: Using Credit Wisely
    Unit 5 Your Money: Keeping It Safe and Secure
    Unit 6 Insurance: Protecting What You Have
    Unit 7 Your Career: Doing What Matters Most


  • Host a career fair booth
    • Host a career fair booth. The event usually takes place in the school gym or auditorium and tables are set up for various organizations/professions, with students visiting tables that interest them. Available presentation materials include Quest magazine, CalCPA yo-yos, and money management brochures.

  • CPA careers presentation
    • Make a presentation/lead a discussion about accounting careers. Visits usually last 50-60 minutes. Available presentation materials include Quest magazine, CalCPA pens, “Bring it On” DVD, a presentation outline and PowerPoint presentation.

Step 1: Sign Up

Step 2: The Visit

In addition to telephone training of all volunteers, CalCPA has a wealth or resources available to make your presentation a success. To order any of the following contact Crystil Turner:

Step 3: Follow Up

For more information, contact Crystil Turner, community outreach manager, at crystil.turner@calcpa.org or (650) 802-2494.