Financial Literacy Workshop Expert (Volunteer)

Financial Literacy Workshop Expert (Volunteer)

PromiseRise | Financial Education, Economic Empowerment & Life Skills

Organization: Mentor A Promise (MAP)

Division: PromiseRise

Location: New York City — In Person

Type: Volunteer Workshop & Financial Education Role

Commitment: Approximately 2–5 hours per week during workshop planning and delivery

Works Closely With: PromiseRise, PromisePrograms, shelter/community partners, volunteers, students, and families

About Mentor A Promise

Mentor A Promise (MAP) is a New York City–based nonprofit supporting children and youth ages 5–18 experiencing housing instability through mentorship, education, literacy, social-emotional learning, creative opportunity, career development, advocacy, and community-centered support.

Role Overview

MAP is seeking a knowledgeable and engaging Financial Literacy Workshop Expert to help design and facilitate practical financial education workshops for young people and families.

The goal is not simply to teach financial terminology. Participants should leave understanding how financial decisions affect everyday life and feeling more confident navigating those decisions.

Key Responsibilities

Workshop Development

Develop practical, accessible workshops covering topics such as:

• Budgeting and money management
• Saving and setting financial goals
• Banking and financial institutions
• Checking and savings accounts
• Credit and credit scores
• Understanding debt and interest
• Needs versus wants
• Income and paychecks
• Taxes and basic financial responsibilities
• Avoiding scams and financial exploitation
• Responsible use of financial technology
• College, career, and financial planning
• Building healthy financial habits

Workshop Facilitation

• Lead engaging, interactive financial literacy sessions.
• Translate financial concepts into clear, everyday language.
• Use activities, scenarios, games, and real-world examples.
• Adapt lessons to participants’ ages and levels of financial knowledge.
• Encourage questions without judgment.
• Create an environment where participants feel comfortable learning about money.

Youth & Family Engagement

• Make financial education relevant to participants’ actual lives.
• Recognize that families have different financial circumstances and experiences.
• Avoid assumptions about income, debt, banking status, housing circumstances, or financial history.
• Promote financial confidence without shame or stigma.
• Use culturally responsive and trauma-informed approaches.

Financial literacy should empower people—not make them feel judged for circumstances they may not control.

Curriculum & Resources

• Help MAP develop reusable financial literacy curriculum and workshop materials.
• Create worksheets, activities, exercises, and take-home resources.
• Recommend credible educational resources.
• Help establish learning objectives for each workshop.
• Support MAP in building a program that can be repeated and expanded over time.

Safeguarding & Professional Boundaries

• Protect participant privacy and confidentiality.
• Never pressure participants to disclose personal financial information.
• Avoid collecting unnecessary information about family finances.
• Maintain appropriate professional boundaries with children and families.
• Follow all MAP safeguarding and site requirements.
• Escalate concerns through established MAP procedures.

The workshop provides financial education, not individualized investment, tax, legal, credit-repair, or financial-planning advice.

Program Improvement

• Gather appropriate participant feedback.
• Help evaluate what participants understood and where additional support is needed.
• Recommend improvements to future workshops.
• Help MAP identify opportunities for additional financial education programming.

Ideal Candidate

Strong candidates may have experience in:

• Financial literacy education
• Banking or financial services
• Personal finance
• Financial counseling
• Community financial education
• Youth development
• Economic empowerment
• Accounting or finance
• Teaching or workshop facilitation

We especially value professionals who can take complicated financial concepts and make them understandable, practical, and engaging.

Experience working with children, youth, families, or historically underserved communities is highly valued.

What Success Looks Like

Participants leave workshops with greater confidence and practical knowledge they can use in everyday life.

They understand fundamental financial concepts, know what questions to ask, recognize potential financial risks, and feel better equipped to make informed decisions.

MAP also develops a high-quality financial literacy curriculum that can grow beyond a single workshop.

Why This Role Matters

Money touches nearly every part of adult life, yet many young people reach adulthood without ever receiving practical financial education.

Financial literacy cannot eliminate every economic barrier a family faces. But knowledge can increase confidence, strengthen decision-making, help people recognize risks, and provide tools they can carry throughout their lives.

For MAP, financial education is ultimately about something larger than money.

It is about expanding opportunity.

How to Apply

Interested candidates should apply directly through Idealist and submit:

• Resume or CV
• Brief cover letter or statement of interest

Please highlight experience in financial education, banking, finance, accounting, youth development, teaching, community education, or workshop facilitation.

This is an unpaid volunteer position.

At this time, MAP volunteer opportunities are limited to individuals based in the United States due to legal, safeguarding, data-privacy, compliance, and programmatic requirements.

Teach the knowledge. Build the confidence. Make money understandable. Help young people and families make informed choices about their futures.