Course

Objective:

Learning Outcomes:

• Describe the origins of money and its role in the economy
• Explore career opportunities in finance and financial planning
• Identify job duties, skills, and abilities required for careers in finance and financial planning
• Name sources of tax revenue and how monies are redistributed
• Explain the regulatory roles of the U.S. Treasury and the Federal Reserve in establishing monetary policy
• Distinguish between wealth and net worth, comparing and contrasting the two
• Determine the individual’s responsibility in accurately reporting income
• Determine the purpose of and the need for a budget, identifying factors that influence budgeting
• Examine factors that influence consumer spending, demonstrating financially beneficial shopping strategies
• Identify the components of paychecks
• Use a goal-setting strategy to create personal financial goal
• Discover the benefits of having a checking and savings account
• Distinguish the difference between a debit and credit card
• Point out how to have a good credit score and to protect it
• Differentiate the different online banking tools available
• Compare and contrast different kinds of cars, costs, and how to pay for them
• Synthesize the variety of housing options available and the different options available to pay for a house
• Identify home and auto insurance and the different types available
• Identify the different ways to pay for college and the different kinds of student loans that are available
• Identify what medical and dental insurance are and why they are important to have.
• Explain how health insurance works and evaluate different health insurance options and plans
• Define life and disability insurance and why they are important to have
• Discover what investing is and the different types of investments
• Understand the importance to start saving now for retirement and strategies to do so

General Topics: