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?
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.
Students learn about the importance of a credit score and how to maintain a healthy one that will allow them access to the credit they will need to make major purchases.
STUDENTS WILL:
Learn how credit scores and credit reports are generated.
Identify the reasons to work toward having a high credit score.
Develop a strategy to build and maintain a high credit score in the short, medium, and long term.
Create an original reality show concept that demonstrates awareness of concepts related to improving credit scores.
A presentation for each session will be available as PowerPoints and Google Slides.