 |
NEFE High School -
Financial Planning Program:
Instructor's Manual
Principal authors Mike Wilson, CFP, and Elizabeth
Schiever
Format Instructor’s Manual (notebook), 406 pages;
Student Guide (paperback), 128 pages
ISBN not applicable
Published 2001
Publisher National Endowment for Financial Education (NEFE) |
| Order Now: These resources are
available free of charge through NEFE at www.nefe.org/pages/educational.html
or by calling (303) 741-6333. |
Audience: Youth (grades nine through twelve), young adults (ages 18
to 22)
Setting: classroom
Scope: A comprehensive six-unit program developed to educate high
school students and young adults in the fundamentals of sound money management
and the basic concepts of financial planning and personal financial
responsibility.
Purpose: To increase the financial literacy of youth and young
adults, empowering them to make positive and sound decisions to reach their
financial goals.
Summary: It is essential in our fast-moving society to have some
working knowledge of the fundamentals of basic financial planning. Today’s
teenagers and young adults will be required to take more personal
responsibility for actively managing their finances than people of any
previous generation. Each lesson is clearly laid out with supporting resources
and is designed to work with a variety of learning styles to reach as many
types of learners as possible. The instructor does not need to have an
accounting or finance background. While this does help, having a willingness
to learn with the students as you move through the course and utilizing
various local “experts” will go a long way toward making this a wonderful
learning experience for all involved.
Contents:
- Financial planning: Your Roadmap
- Career: Labor You Love
- Budget; Don’t Go Broke
- Savings and Investments: Your Money at Work
- Credit: Buy Now, Pay Later
- Insurance: Your Protection
Note: This resource does not directly address the concept of
sharing. There are numerous points within the program where the teacher(s) can
easily present this concept and students can discuss application.
Give feedback on this review
and the effectiveness of this resource, or let us know if you have found a
better resource.
