• PERSONAL FINANCE is a comprehensive course that affords students a practical opportunity to begin financial planning.  The class is largely focused on investment finance, and students participate in the competitive "Stock Market Game" - a real time simulation of the financial markets.  Other topics covered in this course include real estate investment, tax preparation and planning, retirement planning, personal banking, budgeting, and credit.  Most assignments are project-based.

     

    COURSE SYLLABUS

    smart money

     

     

     

     

  • WHAT WE COVER


    Chapter 1
    :

    1. Decision-Making and Opportunity Costs
    2. Time Value of Money

     Chapters 8, 9 & 10

    1. Fundamentals of Investing
    2. Risk
    3. The Exchanges
    4. Stocks, Bonds, and Mutual Funds

      Chapters 7 & 11

    1. Financing Housing
    2. Home Buying
    3. Real Estate as an Investment
    4. Precious Metals, Gems, and Collectibles

    Chapter 3

    1. Money Management Strategies
    2. Personal Financial Statements

     Chapter 5

    1. Financial Services
    2. Demand Deposit Accounts
    3. Money Management

     Chapter 6

    1. Sources of Credit
    2. Protecting Credit
    3. Managing Debt

     Chapter 12

    1. Tax Planning
    2. Tax Preparation

     Chapters 13 & 14

    1. Insurance and Risk Management
    2. Home and Property Insurance
    3. Automobile Insurance
    4. Health, Disability, and Life Insurance

     Chapter 15

    1. Retirement Planning