Embedded Files
Project Overview
Project Overview
In the project, students look forward 10-15 years and create a financial portfolio to help them achieve their future lifestyle and monetary goals while also learning about the importance of planning for unexpected adversities. They will create a variety of artifacts—physical and digital—and deliver presentations as they explore the steps required for a secure financial future.
The project is divided into four discrete steps, each of which has an essential question that students will answer.
MY SAVINGS PLAN
How do you plan to save money throughout your lifetime?
MY BUDGETING HABIT
What can you do to help prevent overspending?
MY CREDIT SCORE
How does a credit score influence the things you can buy?
MY INVESTMENT PLAN
How can investing in the markets help you to earn more money?
Materials
Materials
The Project Checklist will be provided as a PDF.
The Project Student Activity will be provided as a fillable PDF and as a Microsoft Word document.
The Project Rubrics will be provided as PDFs.
The Project Rubrics will be provided as PDFs.
The Project Teacher Guides will be provided as PDFs and as a Microsoft Word documents.
Project Sessions 1-3: Overview and Objectives
Project Sessions 1-3: Overview and Objectives
Students learn how a good savings plan starts with identifying a savings goal. They understand one of the most effective ways to save is to consistently put money aside and watch it grow. They do so by applying the Rule of 72, which determines how long an investment will take to double given a fixed annual rate of interest.
STUDENTS WILL:
Examine anticipated income and costs for each SMART financial goal.
Develop a savings plan for each of their SMART financial goals.
Onscreen Presentation
Onscreen Presentation
A presentation for each session will be available as PowerPoints and Google Slides.
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