Finance 1050 SLCC 2012-2013 | Keeko Georgelas

Month

Standards

Indicators

Assessment

August-January

 

 

 

 

1, 2

Securities Markets

Financial Planning Process

Measuring Financial Health

Chapters 12, 1, 2

Stock Article

ChapterReview Questions

Stock Purchase Log/Report

Poor Money Management Worksheet

Test 1

September-February

 

 

 

3

Understanding the Time Value of Money

Tax Planning and Strategies

Cash and Liquid Asset Mgmt.

Chapters 3, 4, 5

Personal Financial Statement

Chapter Review Questions

Banking Article

Spending Journal

Test 2

October-March

 

 

 

3, 4

Using Credit

Consumer Loans

5 Cís of Credit

The Home and Auto Purchase

Chapters 6, 7, 8

Credit Card Article

Chapter Review Questions

Group Shopping Assignment

Financial Ratio Challenge

Auto Purchase PowerPoint presentation

Home Style Group Presentation

Test 3

November-April

 

 

 

3

Health Insurance

Life & Disability Insurance

Home Insurance

Auto Insurance

Chapters 9, 10

Health Article

Chapter Review Questions

Health Insurance Research Paper

Test 4

 

December-May

 

 

 

4

Fitting the Pieces Together

Investment Choices

Importance of Business Ethics

Chapter 18

Wall Street Journal

Chapter Review Questions

Comprehensive Final Test

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

May-June