Financial+Planning

=** Career & Financial Planning Assignments **= Financial Literacy Activity Sheets Instructions:
 * Download the "**CFM Unit Assignment"** and **SAVE it to your class folder**
 * **Upload this document to your Google Drive at the end of every class to save it.**
 * Open the unit's "**HSFPP Student Guide (.pdf)**"
 * Read the guide and follow the instructions in the assignment.
 * **All answers are done in the assignment document provided below and sent to buterawork@gmail.com**

**Unit 1- Your Financial Planning** CFM Unit 1 Assignment

Needs, Wants and Values - Bean Game

**Unit 2- Budgeting** CFM Unit 2 Assignment Sample COOP Paycheck



**Unit 3 - Investing**
 * Introduction to Unit 3**
 * Do Now:**Open a word document and save it as DO NOW. Put today's date and answer the following:


 * 1) When someone says the word "investment", what's the first thing that comes to your mind?
 * 2) List everything you know about investments.
 * 3) List everything you know about a bank savings account and Certificates of Deposit (CDs)?
 * 4) List everything you know about a government savings bond.
 * 5) What's the difference between saving and investing?

Example of a Mutual Fund in the Technology Sector at Fidelity Investments



Create an Investment Portfolio if you have not done so already.

**A4 - Unit 4 - Good Debt, Bad Debt**

DoNow:
 * Introduction to Unit 4**

How much will it cost you to borrow? Click here and find out.



**Do Now:** List ways you can be a victim of identity theft.

 * 1) Watch Video: How Identity theft works & be ready to name one way you can protect yourself from identity theft.
 * 2) Open the student guide file below and go to page 73. Detail ways your identity can be stolen online.
 * 3) Answer the questions in exercise 5I on page 74.
 * 4) Read page 75.

** A6 - Unit 6 - Insurance: Protecting What You Have **




FINISHED

Teacher Resources Finance in the Classroom


 * NEW AS OF 2013 - DO NOT DO: **

**Unit 1- Money Management - Control Your Cash Flow**
goal setting – decision making – spending plan & budget – money management tips

**Unit 2- Borrowing - Use - Don't Abuse**
**Assignment 2: - VIDEOS: Create a new Word document and SAVE AS: Videos**

Watch the following videos.

Save & Complete:



application process – loans – credit cards – costs – credit score – debt – rights & responsibilities

**Unit 3 - Investing - Earning Power - More than a Paycheck**
earning potential – career plan – life stages – employee benefits – take-home pay – lifestyle

**Unit 4 - Investing - Money Working for You**
savings – investing – goals – options – risks & rewards – time value of money – diversification – plan

** A5 - Unit 5 - Keeping Your Money Safe - Financial Services - Care for Your Cash **
account types – fees – service options – transaction tracking – automation – identity protection

** A6 - Unit 6 - Insurance: Protect What You Have **
risk management – costs – claims – insurance types – coverage decisions – insurability factors

Student Presenting Each Unit Project:
 * 1) Read the assigned unit below. Be the expert on that unit's topic.
 * 2) Create a PowerPoint presentation on the topic.
 * 3) Be prepared to present your topic **thoroughly** to the class. Know your topic! Be the expert!
 * 4) Create a 10 question multiple-choice test in Google Drive.
 * 5) Share your test with buterawork@gmail.com
 * 6) Create a new page on your wiki's navigation bar name:  For Ex: "Budgeting"
 * 7) Edit your new page.
 * 8) Upload your PowerPoint Presentation
 * 9) Embed your test widget.
 * 10) Show me your wiki page for credit.
 * 11) If you do all of the above well, you will get a 85-90. If you clearly go above and beyond the basic requirements of this project you will get a 90-100.
 * One way to get the 100:
 * Upload your presentation to voicethread.com (click on VoiceThread/Simply speaking),
 * add audio
 * share it with buterawork@gmail.com
 * put it on your wiki

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Former financial planning work < 2013