Financial Management and Investment Strategies
Teaches advanced personal finance and investment strategies.
Description : Students learn to create detailed budgets, analyze investment vehicles, and assess financial risk through case studies, simulations, and project-based learning, building a robust understanding of personal finance and wealth management.
Category : LifeSkills
Age : 12+
Difficulty Level : Normal
Curriculum :
Module 1: Introduction to Financial Literacy Section 1: Understanding Money and Its Importance - Lesson 1: What Is Money? Module 1, Section 1, Lesson 1: What Is Money? - Lesson 2: The History of Money Module 1, Section 1, Lesson 2: The History of Money Section 2: Currency and Value - Lesson 1: Different Types of Currency Module 1, Section 2, Lesson 1: Different Types of Currency - Lesson 2: Understanding Purchasing Power Module 1, Section 2, Lesson 2: Understanding Purchasing Power Section 3: Roles of Finance in Everyday Life - Lesson 1: The Importance of Personal Finance Module 1, Section 3, Lesson 1: The Importance of Personal Finance - Lesson 2: Everyday Financial Decisions Module 1, Section 3, Lesson 2: Everyday Financial Decisions Section 4: Basic Financial Terminology - Lesson 1: Common Financial Terms Module 1, Section 4, Lesson 1: Common Financial Terms - Lesson 2: Essential Financial Concepts Module 1, Section 4, Lesson 2: Essential Financial Concepts Section 5: Introduction to Wealth Building - Lesson 1: Fundamentals of Wealth Creation Module 1, Section 5, Lesson 1: Fundamentals of Wealth Creation - Lesson 2: Developing Sound Financial Habits Module 1, Section 5, Lesson 2: Developing Sound Financial Habits Module 2: Budgeting and Money Management Section 1: Understanding Budgets - Lesson 1: What Is a Budget? Module 2, Section 1, Lesson 1: What Is a Budget? - Lesson 2: The Importance of Budgeting Module 2, Section 1, Lesson 2: The Importance of Budgeting Section 2: Creating a Personal Budget - Lesson 1: Components of a Personal Budget Module 2, Section 2, Lesson 1: Components of a Personal Budget - Lesson 2: Tracking Income and Expenses Module 2, Section 2, Lesson 2: Tracking Income and Expenses Section 3: Budgeting Tools and Techniques - Lesson 1: Paper-Based vs. Digital Budgeting Tools Module 2, Section 3, Lesson 1: Paper-Based vs. Digital Budgeting Tools - Lesson 2: Using Spreadsheets for Budget Management Module 2, Section 3, Lesson 2: Using Spreadsheets for Budget Management Section 4: Understanding Income Sources - Lesson 1: Identifying Multiple Income Streams Module 2, Section 4, Lesson 1: Identifying Multiple Income Streams - Lesson 2: Managing Allowances and Part-Time Earnings Module 2, Section 4, Lesson 2: Managing Allowances and Part-Time Earnings Section 5: Real-World Budgeting Exercises - Lesson 1: Creating and Evaluating a Weekly Budget Module 2, Section 5, Lesson 1: Creating and Evaluating a Weekly Budget - Lesson 2: Group Budgeting Project Simulation Module 2, Section 5, Lesson 2: Group Budgeting Project Simulation Module 3: Saving and Investing Fundamentals Section 1: The Basics of Saving - Lesson 1: Why Saving Money Matters Module 3, Section 1, Lesson 1: Why Saving Money Matters - Lesson 2: Setting and Achieving Savings Goals Module 3, Section 1, Lesson 2: Setting and Achieving Savings Goals Section 2: Introduction to Investments - Lesson 1: What Is an Investment? Module 3, Section 2, Lesson 1: What Is an Investment? - Lesson 2: Basic Investment Options Overview Module 3, Section 2, Lesson 2: Basic Investment Options Overview Section 3: Understanding Interest - Lesson 1: Simple Interest Concepts Module 3, Section 3, Lesson 1: Simple Interest Concepts - Lesson 2: Introduction to Compound Interest Module 3, Section 3, Lesson 2: Introduction to Compound Interest Section 4: Balancing Risk and Reward - Lesson 1: Understanding Risk in Investments Module 3, Section 4, Lesson 1: Understanding Risk in Investments - Lesson 2: Matching Investment Choices with Risk Tolerance Module 3, Section 4, Lesson 2: Matching Investment Choices with Risk Tolerance Section 5: Practical Saving and Investment Strategies - Lesson 1: Creating a Personal Savings Plan Module 3, Section 5, Lesson 1: Creating a Personal Savings Plan - Lesson 2: Simple Investment Simulation Activity Module 3, Section 5, Lesson 2: Simple Investment Simulation Activity Module 4: Understanding Financial Risk, Credit, and Debt Section 1: Managing Financial Risk - Lesson 1: Introduction to Financial Risk Management Module 4, Section 1, Lesson 1: Introduction to Financial Risk Management - Lesson 2: Techniques for Basic Risk Assessment Module 4, Section 1, Lesson 2: Techniques for Basic Risk Assessment Section 2: The Basics of Credit - Lesson 1: What Is Credit and Why It Matters Module 4, Section 2, Lesson 1: What Is Credit and Why It Matters - Lesson 2: How Credit Works in Everyday Life Module 4, Section 2, Lesson 2: How Credit Works in Everyday Life Section 3: An Introduction to Borrowing - Lesson 1: Understanding Loans and Borrowing Module 4, Section 3, Lesson 1: Understanding Loans and Borrowing - Lesson 2: The Importance of Repayment Plans Module 4, Section 3, Lesson 2: The Importance of Repayment Plans Section 4: Fundamentals of Debt Management - Lesson 1: What Is Debt? Module 4, Section 4, Lesson 1: What Is Debt? - Lesson 2: Strategies for Managing and Reducing Debt Module 4, Section 4, Lesson 2: Strategies for Managing and Reducing Debt Section 5: Learning Through Case Studies - Lesson 1: Analyzing Simple Debt Scenarios Module 4, Section 5, Lesson 1: Analyzing Simple Debt Scenarios - Lesson 2: Lessons from Basic Financial Mistakes Module 4, Section 5, Lesson 2: Lessons from Basic Financial Mistakes Module 5: Future Financial Planning and Investment Strategies Section 1: Setting Long-Term Financial Goals - Lesson 1: Understanding Financial Goals and Their Importance Module 5, Section 1, Lesson 1: Understanding Financial Goals and Their Importance - Lesson 2: How to Establish SMART Financial Goals Module 5, Section 1, Lesson 2: How to Establish SMART Financial Goals Section 2: Exploring Investment Vehicles - Lesson 1: Basic Overview of Stocks and Bonds Module 5, Section 2, Lesson 1: Basic Overview of Stocks and Bonds - Lesson 2: An Introduction to Mutual Funds Module 5, Section 2, Lesson 2: An Introduction to Mutual Funds Section 3: Understanding Market Trends - Lesson 1: Reading and Interpreting Financial News Module 5, Section 3, Lesson 1: Reading and Interpreting Financial News - Lesson 2: Basic Market Terminology for Young Investors Module 5, Section 3, Lesson 2: Basic Market Terminology for Young Investors Section 4: Project-Based Financial Planning - Lesson 1: Steps to Create a Future Financial Plan Module 5, Section 4, Lesson 1: Steps to Create a Future Financial Plan - Lesson 2: Simulated Investment Project Activity Module 5, Section 4, Lesson 2: Simulated Investment Project Activity Section 5: Course Review and Personal Reflection - Lesson 1: Reflecting on Financial Growth and Learning Module 5, Section 5, Lesson 1: Reflecting on Financial Growth and Learning - Lesson 2: Recap of Course Fundamentals and Next Steps Module 5, Section 5, Lesson 2: Recap of Course Fundamentals and Next Steps