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Sample Student Curriculum for Grade 9

Module 1:  Financial Planning and Budgeting 101  

                      Goal Setting and Financial Planning


Module 2:  Understanding Your Paycheck  

                      What are Taxes?  

                      How Does SS Work?


Module 3:  Financial Service Providers & Savings Accounts 

                      Comparing Financial Institutions Pros/Cons 

                      Intro to Savings Accounts  Savings Tips   


Module 4:  Checking Accounts  

                      Definition and Purpose of a Checking Account  

                      Opening and Managing a Checking Account  

                      Debit Cards and Checks

Module 5:  Credit Basics

                     Definition and Purpose of Credit

                     Basic Credit Terminology

                     Credit Score and Credit Reports


Module 6:  Credit Cards

                     Comparing Credit to Debit/ATM Cards

                     Opening and Managing a Credit Card

                     Debt Management Tips


Module 7:  Debt Management

                     Types of Debt

                     Debt Management Strategies

                     Identifying Spending Habits and

                     Strategies to Spend Smartly

                     Budgeting Recap


Module 8:  Investing 101

                     Why Should You Invest?

                     Stock Market Basics

                     Asset Classes

Exclusive continued education series.

Monthly membership includes lifetime continued education that includes live weekly training with not only our instructors but guest lectures from other industry experts and lenders.

No other education platform offers live lender training.