Associative Financial Literacy

The resources and publications listed here provide a rich and in-depth background to our approach to financial literacy. Although this is primarily an English-language site to begin with, it includes publications in other languages and plans to widen its reach into German and Spanish in particular. Similarly, there is a strong representation of Waldorf/Steiner education because that is where there is significant engagement in these ideas. But associative financial literacy is valid and relevant in any context where economic life is understood to be about developing and using one’s skills to meet other people’s needs while at the same time caring for the earth. The views expressed are those of the authors, who have submitted their material on their own responsibility.

1. REPORTS OF RESEARCH MEETINGS AND EVENTS

Associative Economics Dialogues. August 18 – 19 2023 in Sao Paulo, Brazil. Report in English / Português.

Telling a Different Story – Exploring America’s Contribution to Financial Literacy. An Associative Economics Event, September 21 – 24, 2022, Sebastopol, California. Report in English.

Associative Economics Dialogues: “Paths for teaching Associative Economics in Waldorf Schools” 5th August 2022, Rudolf Steiner Cultural Center – Rua da Fraternidade, 156 Santo Amaro – São Paulo- Brazil. Flyer in English / Português. Report in English / Português.

Collected reports of the Financial Literacy research meeting 17th October 2020 at the Goetheaum. Available in English.

2. TEACHER REPORTS AND TEACHING EXPERIENCES

Christian Bosse (2022) School goes Business. Download PDF (English).

Arthur Edwards (2022) Update on Finanicial Literacy Teaching in the UK. Download PDF (English).

Lúcia Sígolo (2022) Brazil’s Women-Warrior Entrepreneurs. And the work of ConTBem. Download PDF (English).

Camila Pannain (2021) Teaching Financial Literacy to Class VIII. Download PDF (English).

Lúcia Sígolo (2021) A One-hour Online-Lesson. Download PDF (English).

Lúcia Sígolo (2021) Uma hora de aula on-line. Download PDF (Português).

Oliver van der Waerden (2020) Schülerunternehmen und Doppelte Buchführung in der 8. Klasse. Download PDF (Deutsch).

Fionn Meier (2019) Auf Entdeckungsreise in die Welt der Finanzen. Publiziert im Schweizer Schulkreis. Download PDF (Deutsch).

Meg Freeling (2017) Doing your ‹Bit› because You can: How English composition meets accounting. Download PDF (English).

3. TEACHING MATERIAL AND TEACHING AID

Entrepreneurial Economics Integrating Economics, Accounting and Money – An Aid to Teaching
Daniel Osmer (2018) Available in English.

4. PEDAGOGICAL AND CURRICULUM CONSIDERATIONS

An Economics Curriculum – From the 1st to 9th Grades. Ideas and Experiences from the Rudolf Steiner School Movement in Switzerland. Fionn Meier, Vanessa Pohl, Oliver van der Waerden (2023) Original German Version Published by the Association of the Rudolf Steiner Schools in Switzerland and Lichtenstein. Available in English and German.

Van der Werden, O. (2020) Economics in Grade 1- 8. Revised Keynote Speech, Youth Financial Literacy Colloquium, Goetheanum, 17th October 2020. Available in English and German.

Meier, F. (2018) Perspectives in Finance: Contemplating Double-Entry Bookkeeping. Available here.

Money is Bookkeeping: The Key to Effective Financial Literacy
Christopher Houghton Budd and Fionn Meier (2018)
Available in English.

Houghton Budd, C. (2016) In the Shoes of Luca Pacioli, Published in Springer’s International Handbook on Financial Literacy.

5. ASSOCIATIVE FINANCIAL LITERACY TOPICS

5.1 MATERIAL ON “MONEY AS BOOKKEEPING”

Money as Accounting (2019)
From Ancient Mesopotamia to 2008 and Beyond
Fionn Meier
Available in English. 

Geld ist Buchhaltung – Ist diese Idee reif für die Welt?
Fionn Meier (2019)
Publiziert in dieDrei. Download PDF.

Awakening to global Book-keeping
Marc Desaules (1998/posted 2018)
Available in English and German.

Money as Bookkeeping
Fionn Meier (2018)
Available in English. German. Portuguese.

5.2 MATERIAL ON “ACCOUNTING AND FINANCIAL PLANNING”

Houghton Budd, C. (2016) In the Shoes of Luca Pacioli, Published in Springer’s International Handbook on Financial Literacy.

Meier, F. (2018) Perspectives in Finance: Contemplating Double-Entry Bookkeeping. Available here.

5.3 MATERIAL ON “CAREFUL CHOICE OF ENTITY”

The Right On Corporation
Christopher Houghton Budd (2004)
Available in English.

Steward Ownership – Rethinking ownership in the 21st century
Published by Purpose Foundation.
Available in English and German.

5.4 WIDER ASSOCIATIVE ECONONOMICS LITERATURE

Associative financial literacy is backgrounded by an extensive research work published by colleagues in the Economics Conference of the Goetheanum. This material can be found on the Economics Conference website under Articles and Papers and Books and Theses

6. Videos about Associative Financial Literacy