1 / 50

Personal Finance: Budgeting, Banking, and Taxes Course

This course covers budgeting, banking basics, debt management, stock market games, and tax scenarios for a comprehensive personal finance education. Students will learn practical skills including setting financial goals, tracking expenses, and completing tax forms. Through interactive exercises and real-world examples, students will gain a better understanding of managing their finances effectively.

pheather
Download Presentation

Personal Finance: Budgeting, Banking, and Taxes Course

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Personal Finance (Period 4) – Daily Learning Targets Teacher: Will Cain

  2. Wednesday, 8/14/19 (Day 1) Students will: • Understand expectations for the class • Introduce themselves Homework, if available • Bring letter home to parents

  3. Thursday, 8/15/19 (Day 2) Students will: • Take pre-assessment to measure current knowledge of subject matter Homework, if available • Bring letter home to parents

  4. Friday, 8/16/19 (Day 3) Students will: • Understand what SMART goals acronym stands for Homework, if available: • Bring letter home to parents

  5. Monday, 8/19/19 (Day 4) Students will: • Register for JJC and have student ID number • Be able to differentiate goals, based on specific, measurable, achievable, reachable, and timely Homework, if available:

  6. Tuesday, 8/20/19 (Day 5) Students will: • Learn the importance of setting financial goals Homework, if available:

  7. Wednesday, 8/21/19 (Day 6) Students will: • Introduce themselves to budgeting Homework, if available: • Complete “Prom” worksheet

  8. Thursday, 8/22/19 (Day 7) Students will: • Continue learning about budgeting best practices Homework, if available: • Complete “Prom” worksheet

  9. Friday, 8/23/19 (Day 8) Students will: • Take a look at the American debt crisis and how it affects various people Homework, if available: • None

  10. Monday, 8/26/19 (Day 9) Students will: • Gain a better understanding of budgeting best practices • Sign up for the stock market game (howthemarketworks.com) Homework, if available: • Buy and trade stocks on howthemarketworks.com

  11. Tuesday, 8/27/19 (Day 10) Students will: • Calculate their budgets based on certain given incomes Homework, if available: • Complete the budget worksheet

  12. Wednesday, 8/28/19 (Day 11) Students will: • Review terminology and concepts of budgeting and SMART goals for the first exam • Participate in a Kahoot review Homework, if available: • Study for the test

  13. Thursday, 8/29/19 (Day 12) Students will: • Take their first exam about budgeting and SMART goals Homework, if available: • Students will continue the stock market game

  14. Friday, 8/30/19 (Day 13) Students will: • Gain more of an understanding about the American debt crisis Homework, if available: • None

  15. Monday, 9/2/19 (Labor Day) Students will: • Off Homework, if available: • None

  16. Tuesday, 9/3/19 (Day 14) Students will: • Learn the basics about banking Homework, if available:

  17. Wednesday, 9/4/19 (Day 15) Students will: • Learn more about American debt situations (Debt Diet, episode 3) Homework, if available: • None

  18. Thursday, 9/5/19 (Day 16) Students will: Homework, if available:

  19. Friday, 9/6/19 (Day 17) Students will: • Learn how to write check registers Homework, if available: • None

  20. Monday, 9/9/19 (Day 18) Students will: • Continue developing their skills of writing check register entries Homework, if any: • Complete “Check Register Entries” assignment, if not finished in class

  21. Tuesday, 9/10/19 (Day 19) • Students will: • Learn about how banks and financial institutions work • Homework, if any: • none

  22. Wednesday, 9/11/19 (Day 20) • Students will • Learn about bank reconciliation • Homework, if any • Complete bank reconciliation worksheet, if not completed in class

  23. Thursday, 9/12/19 (Day 21) • Students will: • See an example of how important keeping track of a checkbook is (video) • Homework, if any: • None

  24. Friday, 9/13/19 (Day 22) • Students will: • Learn more about basics of the stock market • Homework, if any: • Continue trading on howthemarketworks.com

  25. Monday, 9/16/19 (Day 22) • Students will • Understand the “Rule of 72” • Differentiate between ‘simple interest’ and ‘compound interest’ • Homework • Study for upcoming test

  26. Tuesday, 9/17/19 (Day 23) • Students will • Review the key terms and concepts in banking (checking & savings) via Kahoot • Homework • Study for tomorrow’s test

  27. Wednesday, 9/18/19 (Day 24) • Students will • Take the checking/banking test • No homework

  28. Thursday, 9/19/19 (Day 25) • Students will • Start learning about taxes, specifically about W-4s and allowances • Homework

  29. Friday, 9/20/19 (Day 26) • Students will • Learn terminology and concepts of taxes • Homework • Do an internet research assignment on taxes

  30. Monday, 9/23/19 (Day 27) • Students will • Perform 1040 federal taxes based on the first tax scenario • Homework

  31. Tuesday, 9/24/19 (Day 28) • Students will • Perform 1040 federal taxes based on the second tax scenario • Homework

  32. Wednesday, 9/25/19 (Day 29) • Students will • Perform 1040 federal taxes based on the third tax scenario • Homework

  33. Thursday, 9/26/19 (Day 30) • Students will: • Research and make trades on the stock market game • Homework

  34. Friday, 9/27/19 (Day 31) • Students will: • Continue working on tax scenarios

  35. Monday, 9/30/19 (Day 32) • Students will: • Continue working on tax scenarios • Review for the tax test tomorrow

  36. Tuesday, 10/1/19 (Day 34) • Students will • Take the tax test

  37. Wednesday, 10/2/19 (Day 35) • Students will • Continue researching and trading stocks on the simulation via howthemarketworks.com • Note: There was a substitute this day

  38. Thursday, 10/3/19 (Day 36) • Students will • Take 10-question stock market quiz via Google Forms as a pre-assessment of their current knowledge of the stock market and investing • Continue researching and trading stocks on the simulation via howthemarketworks.com

  39. Friday, 10/4/19 (Day 37) • Students will: • Take notes on the first part of the PowerPoint presentation about investing (which is posted online also)

  40. Monday, 10/7/19 (Day 38) • Students will: • Take notes on the second part of the PowerPoint presentation about investing (which is posted online also)

  41. Tuesday, 10/8/19 (Day 39) • Students will • Learn about financial aid, budgeting, and the college experience from speakers at North Central College in Naperville

  42. Wednesday, 10/9/19 (Day 40) • Students will • Work on a research assignment that involves defining terms and explaining concepts pertaining to investing and the stock market • Homework • Finish this research worksheet if incomplete

  43. Thursday, 10/10/19 (Day 41) • Students will: • Complete worksheet from yesterday, if incomplete • Learn more about stock market • Continue researching and trading stocks on the simulation via howthemarketworks.com • A minimum of 3-5 stocks should have been purchased • Homework: • Complete investing research worksheet

  44. Friday, 10/11/19 (Day 42) • Students will • Take a look at the American debt crisis and how it affects various people (watched Episode 4)

  45. Monday, 10/14/19 • Columbus Day – no class

  46. Tuesday, 10/15/19 (Day 43) • Students will • Learn more about stock market • Continue researching and trading stocks on the simulation via howthemarketworks.com • A minimum of 3-5 stocks should have been purchased • Homework • Study for test, planned for Friday, 10/18

  47. Wednesday, 10/16/19 • All school testing

  48. Thursday, 10/17/19 (Day 43) • Students will: • Review for exam, planned for tomorrow • Homework • Review for exam, planned for tomorrow

  49. Friday, 10/18/19 (Day 44) • Students will: • Take exam about investing

  50. Monday, 10/21/19 (Day 45) • Students will • Begin learning about credit • Meet JJC faculty

More Related