How Do You Feel About Teaching Money Matters?

Although the agents perceived all seven areas of financial management were important, it appears they're equipped to help households and families only in the areas of financial planning and credit. Agents believed they were insufficiently prepared to teach in the areas of retirement, insurance, estate planning, investments, and legal issues. The perception of insufficient knowledge and ability in these five areas suggests that inservice education could help Pennsylvania agents develop the needed skills to teach limited-resource families.