Project 1 Introduction
1. Project 1 Introduction
1.1. Project 1
Project 1—Personal Financial Information
What I Need to Know
Module 1: Pre-Assessment
This is an assessment of your current financial knowledge.
Module 2: Lifestyle Reality Check
Explore the financial implications of various lifestyles.
Module 3: Welcome to the City
In this module you will refer to “The City” tab at the top of “The City” website to become familiar with the different characters throughout this course. This will allow you to explore different lifestyles and values that affect financial decisions.
Module 4: Needs, Wants, and Priorities
In this module you will reflect on the value of determining needs, wants, and priorities.
You need to check with your teacher after Module 4 to find out if it is necessary for you to complete the supplementary assignment.
Supplement: Personal Balance Sheet
This information is also covered in Financial Management 1015. It may not be necessary for you to complete this assignment. See your teacher.
If your teacher wants you complete this supplemental exercise, choose Personal Balance Sheet.
Module 5: Income, Expenses, and Budgets
In this module you will explore developing a personal budget.
Module 6: Savings and Banking
In this module you will discover how savings and banking can help to shape your financial plan.
Module 7: Credit and Debt
In this module you will learn how credit and debt can help to shape your financial health.
Module 8: Insurance
In this module you will learn why insurance is an important consideration for your financial plan.
Module 9: Investing
What are different investments and how might they play a role in your financial plan?
Module 10: Financial Plan
You will put it all together to make a viable financial plan. This will be your final project.
Module 11: Post-Assessment
This is an assessment to reflect on your financial knowledge at the end of the course.
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Why Is This Important?
By collecting as much information as possible, you will be able to make a useable, realistic financial plan and prepare for a positive financial situation in the future. This, hopefully, will open the door to your financial success.
What Do I Need to Do?
Connect to “The City” website and log in. If the link doesn’t take you to the website, do an Internet search using the search terms “Financial Consumer Agency of Canada” and “The City.” If you have not already done so, check with your teacher for login and password instructions. It is recommended that you complete the tutorial first to become more familiar with this website. The tutorial can be accessed from the links at the top of the window. There is also a Glossary link for your reference when you would like to check on the meaning of a word.
Be sure to check with your teacher regarding saving your work and assessment. Complete the modules in order. Remember that some of the modules may not yet be online, and you may have to access the necessary documents from your teacher.