BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SCR 15
          Author:   Lieu (D), et al.
          Amended:  3/19/13
          Vote:     21

           
           SUBJECT  :    Financial Aid and Literacy Month

           SOURCE  :     California Society of Certified Public Accountants


           DIGEST  :    This resolution declares April 2013 as Financial Aid  
          and Literacy Month to raise public awareness about the need for  
          increased financial literacy.

           Senate Floor Amendments  of 3/19/13 make technical and clarifying  
          changes and add coauthors.

           ANALYSIS  :    This resolution makes the following legislative  
          findings:

           1. Studies reviewed by the Library of Congress indicate that  
             United States retail investors lack basic financial literacy,  
             including a weak grasp of elementary financial concepts and a  
             critical lack of knowledge of ways to avoid investment fraud.

           2. 69% of parents expect their children to contribute  
             financially to their college education, and the same  
             percentage of parents expect that they or their children will  
             be paying student loans off for at least five years after  
             graduation.  Outstanding student loan balances increased to  
             $956 billion as of September 2012, and the size of the  
             average student loan since 2005 has risen by 58% to $27,253,  
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             with a delinquency rate of 15.1%.

           3. As of September 2012 about $1.01 trillion of American  
             consumer debt is delinquent, with $740 million seriously  
             delinquent.  Also, 40% of low- and middle-income households  
             use credit cards to pay for basic living expenses such as  
             rent or mortgage bills, groceries, utilities, or insurance  
             because they did not have enough money in their checking or  
             savings accounts.

           4. According to the 2012 Junior Achievement USA/Allstate  
             Foundation "Teens and Personal Finance" survey, 86% of  
             teenagers turn to their parents for money management advice,  
             and yet just 56% of them think they will be as financially  
             well-off or better than their parents.  Furthermore, only 24%  
             of teenagers learn how to manage money from teachers.

          This resolution declares April 2013 as Financial Aid and  
          Literacy Month to raise public awareness about the need for  
          increased financial literacy.  Furthermore, encourages  
          legislators, employers, schools, service groups, community  
          organizations, libraries, financial institutions, and the media  
          to provide opportunities for financial literacy education for  
          all Californians through a variety of means and to collaborate  
          with members of the California Society of Certified Public  
          Accountants, the California Jump$tart Coalition, and others as  
          they provide outreach and education.

           FISCAL EFFECT  :    Fiscal Com.:  No

           SUPPORT  :   (Verified  3/20/13)

          California Society of Certified Public Accountants (source)
          California Bankers Association
          California Jump$tart Coalition


          PQ:k  3/20/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

                                   ****  END  ****









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