1. Take the pre-benchmark exam
2. Go through the presentation examining how emotions, attitudes, and behaviors influence financial behavior. Add the first 3 cards to your quizlet.com card set: instant satisfaction, delayed gratification, and impulse buying.
4_square_1.1.1.docx | |
File Size: | 379 kb |
File Type: | docx |
3. Go through the presentation examining how advertising and peer pressure influence your purchasing decisions.
4_square_1.1.2.docx | |
File Size: | 399 kb |
File Type: | docx |
4. Go through the presentation examining economics through the prism of personal finance. Add new cards to your quizlet.com card set: scarcity, supply and demand, wants vs. needs, and economics.
4_square_1.1.3.docx | |
File Size: | 639 kb |
File Type: | docx |
Money Management: Control Your Cash Flow
5. Begin working through the NEFE module 1 booklet. You can get a booklet from Mr. Luttrell, or download the entire booklet below...
nefe_module_`1_money_management.pdf | |
File Size: | 4454 kb |
File Type: |
6. Go through the presentation examining opportunity cost and the 5-step decision making process. Add new cards to your quizlet.com card set: opportunity cost, 5-step decision making process
4_square_1.2.1.docx | |
File Size: | 344 kb |
File Type: | docx |
7. Go through the presentation examining goal setting. Add new cards to your quizlet.com card set: goal, specific, measurable, achievable, relevant, time-bound. Submit to Mr. Luttrell via Google docs your short, medium and long-term financial goals in sentence format utilizing the S.M.A.R.T. goal setting strategy.
8. Go to the Utah Futures website and either Login or sign Up. Once there complete (in the order stated below) each of the following assessments:
- Explore Careers
- Interest Profiler
- Career Cluster
- Reality Check
- Search for Schools
- Scholarship Search
9. Complete first the worksheet and then the document on cost of living. Add to your quizlet.com card set: cost of living
costlivingworksheet.pdf | |
File Size: | 138 kb |
File Type: |
cost_of_living_doc..docx | |
File Size: | 14 kb |
File Type: | docx |
10. Based on the research you have completed this quarter, fill-in and complete the "Career Research" assessment.
career_research.docx | |
File Size: | 15 kb |
File Type: | docx |
Earning Power: More Than a Paycheck
11. Begin working on the NEFE Module 3 booklet. You can get a booklet from Mr. Luttrell, or download the entire booklet below...
nefe_module_3_earning_power.pdf | |
File Size: | 3630 kb |
File Type: |
12. Using www.quizlet.com - Upload into a new folder "paycheck terms" from Mr. Luttrell's quizlet account (quizlette8741667).
13. Go through the presentation on taxes. Add new cards to your quizlet.com card set: Taxes, I-9, W-2, W-4, and 1040 EZ. Submit to Mr. Luttrell via email a screen shot of your completed "simulation 2" from the IRS website.
14. Using your "green book" (How To Do Your Banking), complete chapter 5 on check writing. If your "green book" is lost or damaged or stolen, please contact Mr. Luttrell ASAP to get a new one. Add the following words to your quizlet.com card set: Check, Withdrawal, Deposit, Check Register, Reconcile, Outstanding transactions
Saving
15. Follow along with the power point presentation "Saving". Complete the task at the end with a 3"x 11" piece of card stock. Add the following words to your quizlet.com card set: Emergency Fund, Sinking Fund, Investing, Windfall, FDIC, NCUA.
saving.ppt | |
File Size: | 3872 kb |
File Type: | ppt |
Scams
16. You will research one banking scam and create a one-slide presentation explaining the scam and how to avoid becoming a victim of that scam. Choose ONE of the following scams: Check cashing stores, check fraud, phishing, and skimming. (see the sample slide below to see what you need to put on your presentation).
fraud_ppt_slide_project.pptx | |
File Size: | 610 kb |
File Type: | pptx |
17. Go through the presentation on investing. Add cards to your quizlet.com card set: invest, stocks, "bull market", "bear market", mutual funds, bonds, return on investment (ROI), real estate, collectibles, certificate of deposit (CD).
Investing: Money Working for You!
18. Begin working on the NEFE Module 4 booklet. You can get a booklet from Mr. Luttrell, or download the entire booklet below...
nefe_module_4_investing.pdf | |
File Size: | 3187 kb |
File Type: |
19. Go through the presentation on insurance. Be sure to print out and complete "insurance needs through life". Add cards to your quizlet.com card set: life insurance, health insurance, disability insurance, premium, claim, and deductible.
insuranceneedsthroughlife.pdf | |
File Size: | 138 kb |
File Type: |
Insurance: Protect What you Have!
20. Begin working on the NEFE Module 6 booklet. You can get a booklet from Mr. Luttrell, or download the entire booklet below...
nefe_module_6_booklet.pdf | |
File Size: | 2286 kb |
File Type: |
Dave Ramsey's Foundations in Personal FinanceOur primary text comes from financial guru Dave Ramsey and his associates Rachel Cruz and Paul Hogan.
|
How To Do Your BankingPresented by the Cenmark Inc., this is a supplemental text that will help students become better at managing their bank accounts.
|
National Endowment for Financial EducationThe NEFE produces supplemental texts in the form of 7 modules which will be discussed throughout the class.
|
Banzai!
An online-only budgeting simulation that we will use in class to prepare students for planning and executing a budget.
|