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Curriculum: Business

Personal Finance

Syllabus

by Janelle Seagren

October 25, 2006

 

Personal Finance Syllabus

Mrs. Janelle Seagren
Full Year - Elective Course
Grade Level: 10, 11, 12

 

COURSE DESCRIPTION

Personal Finance is designed to help students manage their resources and to make sound personal financial decisions. It provides students with the necessary consumer information to enable them to live productive lives as consumers. The course also includes career research and planning.

 

STUDENT GOALS

  1. Apply economic reasoning to the management of individual resources, including time, money, assets, and knowledge.
  2. Identify and utilize financial services and resources necessary to obtain a loan
  3. Evaluate the use of credit in a personal or business situation.
  4. Identify career opportunities and complete employment documents and the interview process
  5. Identify agencies that provide support and advice for personal or business decisions.
  6. Differentiate between various savings and investment opportunities.
  7. Analyze the benefits and costs associated with different types of insurance
  8. Explain the benefits of saving for financial goals
  9. Demonstrate an understanding of personal tax laws including sales, property, and income tax by completing tax forms

UNITS OF STUDY

  1. The Job Market
  2. One the Job
  3. Checking Accounts
  4. Other Banking Services
  5. Credit
  6. Budgeting
  7. Insurance and Retirement
  8. Auto and Home Insurance
  9. Owning and Operating a Car
  10. Housing
  11. Consumer Protection
  12. Investment Opportunities

BASIC TEXT

Skills for Consumer Success, South-Western Educational Publishing Co, Cincinnati, Ohio, 1999

 

SUPPLEMENTAL MATERIALS

Your Checking Account

On Your Own, Personal Budgeting Simulation, 2002

 

EVALUATIONS AND ASSESSMENT

Daily work assignments will be handed in. Points will be awarded for assignments correct and completely finished.  Quizzes, simulations, special projects, and workbook assignments will be graded on the point system.

 

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