Financial Summer Series
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Lessons
Foundation of Financial Literacy
Goal setting, Budgeting, Spending and Savings
Goal setting, Budgeting, Spending and Savings
Understanding the foundation of financial literacy is key. Helping our youth understand what it is, the impacts and effects of financial literacy has on a person's life with factors that contribute to negative and positive outcomes.
Goal setting, Budgeting, Spending and Savings
Goal setting, Budgeting, Spending and Savings
Goal setting, Budgeting, Spending and Savings
The importance of goal setting and understanding how goals help us to achieve our dreams and objectives. Introducing the importance of budgeting and being on a budget is a critical part of life. Controlling spending by breaking bad habits and incorporating positive ones by understanding their needs vs wants. Learning how to save and different saving options available, budgeting and setting goals put them on the right financial path.
Income and Banking
Goal setting, Budgeting, Spending and Savings
Credit/Debt/Mortgage/Rent
What is income? Here, youth will understand the various types of income and how to earn these incomes. Choosing the right bank and how banking works. Here they will also understand different types of interest rates and the difference between simple interest, compound interest and inflation.
Credit/Debt/Mortgage/Rent
Taxation/Insurance/Retirement
Credit/Debt/Mortgage/Rent
What is Credit? How does it affect your finances? Youth will gain a detail comprehension of credit, credit score, debt, purchasing power and decision making when considering debt.
Taxation/Insurance/Retirement
Taxation/Insurance/Retirement
Taxation/Insurance/Retirement
Understanding your tax situation is very important. Learning how to read a 1040 form and understanding your filing status, deductions, refund and tax liability. How to choose the right insurance and saving for retirement by understanding the different retirement accounts.
Risk Tolerance and Investing
Taxation/Insurance/Retirement
Taxation/Insurance/Retirement
Taking a risk is always a scary decision. Understanding risk will help our youth to make decisions as they enter the stock markets and build wealth. Investing and the returns from their investments. As all levels of risk may not be suitable for everyone, having a foundation of risk tolerance can open their minds and allow them to choose a level of risk suitable to their tolerance.
Practical
Construct a Basic Personal Financial Plan
Construct a Budget and Goal Setting, Savings Plan
Construct a Budget and Goal Setting, Savings Plan
Our GenZs will be able to design a basic financial plan for themselves using tools they have been given.
Construct a Budget and Goal Setting, Savings Plan
Construct a Budget and Goal Setting, Savings Plan
Construct a Budget and Goal Setting, Savings Plan
GenZs will be creating a budget, setting goals to achieve something that they want and learning how to save money they have earn.
Investing
Comprehensive Personal Financial Plan
Comprehensive Personal Financial Plan
Stock markets may not seem as obvious too many but here, GenZs should have a sense of how to invest and how it works if they were to invest in the stock markets. Investing in different funds, they will have the opportunity to see their return on investments.
Comprehensive Personal Financial Plan
Comprehensive Personal Financial Plan
Comprehensive Personal Financial Plan
At the end of it all, we now expect our GenZs to be fully equip and financially educated. They should be able to access resources they need and create a more detail personal financial plan.
