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Personal Finance and Wealth Management

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The Making Personal Finance Personal

Spreadsheets, interest rates, loans, bank accounts, taxes, three possible suspects in a mystery of intrigue and embezzlement. If the last part of the sentence caught your eye, then it will catch your students’ as well. By piquing their attention, you’ll have your students learning and living with the math and financial understanding we want them to have.

Inside this career simulation, they will build their own kit of personal financial tools, and will learn how to make good financial choices, and why they’re making them. They will become financially savvy advocates who will not only be making better choices for themselves, but will be able to explain what they know to others.

Using their interest and engagement, you can discover a different approach to teaching subject matter that usually is greeted with blank stares and little retention. With this career simulation, you’ll see your students excited to come to class, knowing that they’re one step closer to finding the bad guy, and without realizing they’re several steps closer to becoming financially adept and confident.

No Experience Necessary

Personal Finance and Wealth Management is easy to use and even easier to facilitate – no special training is required. We teach you how to facilitate this career simulation. And inside the simulation we teach your students all they need to know to move through the course, and to build the kit of personal financial tools and how to use them in their daily money choices.

Our curriculum takes your students, one step at a time, in learning about finances. Within a single planning period, you can be ready to implement this curriculum into your class. If a question should arise, you can always call us for answers.

At the end of the curriculum, you will be qualified to issue your students a certificate in personal finance, and your students will have been engaged in the learning of financial basics like:

  • Using Spreadsheets
  • Income & Disposable Income
  • Taxes
  • Inflation & Purchasing Power Collisions
  • The Spending Challenge
  • How Credit Works
  • Savings & Planning
  • The Amazing World of Compound Interest
  • Investment Accounts
  • Real Estate & Mortgages
  • And so much more…

Some Key Concepts and Outcomes

  • Apply the problem solving and critical thinking process to real world problems
  • Explain how budgets and planning lead to healthier money behaviors
  • Understand and demonstrate how to use spreadsheets for analysis and forecasting
  • Explain the basic concepts of income, debt, and assets
  • Prepare an informational or persuasive oral presentation
  • Understand and demonstrate how different investment vehicles and time impact wealth