Financial Literacy Program
Understanding how money works
is the foundation for success
While the State Treasurer’s Office deals with many complex investment and financial arrangements worth billions of dollars, it all starts with a basic understanding of finance. That’s why State Treasurer Curtis Loftis is passionate about improving the financial literacy of our citizens.
Since 2016, Future Scholar has provided financial education resources to South Carolina schools at no cost to them or taxpayers. In addition to helping students learn about smart money habits, Future Scholar has worked to increase educators’ confidence in teaching financial literacy content by equipping them with the tools and resources they need to incorporate personal finance into their curriculum.
Financial Literacy in South Carolina
S.C. Financial Literacy Master Teacher Program
Treasurer Loftis is proud to administer the South Carolina Financial Literacy Master Teacher Program, sponsored by the Future Scholar 529 College Savings Plan.
The South Carolina Financial Literacy Master Teacher Program provides incentives to K-12 teachers who are experts in the area of financial literacy and have a desire to teach professional development workshops to other educators in their schools and districts. Through the program, participating teachers have access to specialized training and financial literacy curriculum resources that better enable them to promote financial literacy education in K-12 schools.
Interested in becoming a Financial Literacy Master Teacher?
Lucky Ducky and the Smart Plan Coloring Book
Created by Future Scholar in conjunction with noted S.C. cartoonist Robert Ariail, “Lucky Ducky and the Smart Plan” shares the story of how Papa Pig plans to save for Lucky Ducky's college education, promoting a fun and easy way for kids to start learning about the importance of saving for a future college education.
Download your free copy of the “Lucky Ducky and the Smart Plan” (PDF) here.
Financial Literacy Summer Reading List
No matter a child’s age, you can find opportunities to share a lesson or spark a conversation about personal finance. We’ve compiled a list of recommended books that can help young children understand how basic financial concepts, like budgeting, saving, spending and even problem solving, are part of our everyday lives.
Download the Financial Literacy Summer Reading List (PDF) here.
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Contact Us
888.244.5674
Monday - Friday
8am - 7pm (EST)
Future Scholar 529 Plan
PO Box 219812
Kansas City, MO 64121-9812
© 2022 South Carolina Office of State Treasurer
Important Disclosures | Privacy and Security | Terms and Conditions
Investing involves risk including the risk of loss of principal. Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit futurescholar.com for a Direct Plan Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. Read it carefully before investing. You should also consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds and protection from creditors that are only available for investments in such state's qualified tuition program.
Tax treatment varies by state. The tax information set forth on this website is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates or the South Carolina Office of State Treasurer. Please contact your tax advisor before making any tax related decisions.
The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description . You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.
The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.