Project 1 Introduction

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Course: Financial Management LearnEveryware Modules
Book: Project 1 Introduction
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Date: Thursday, 18 September 2025, 10:53 PM

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1. Project 1 Introduction

Project 1: Personal Financial Information

Project 1—Personal Financial Information

 

Project Introduction

 

This course consists of one main project with nine training rooms. These training rooms are presented to you as modules that you will work through on “The City” website. You will access this website with a username and password. If you do not have this information, you will need to register yourself or contact your teacher for instructions. Working through these modules will prepare you for the final project, where you will develop your own financial plan and reflect on your financial literacy. 

 

This is a photo of a lady laying on the floor surrounded by office supplies and materials.

© 2009 Jupiterimages Corporation


 

Some of these modules are currently under development, and may not appear on the website. If they are not there yet, you must check with your teacher for handouts and assignments.

 

1.1. Project 1

Project 1: Personal Financial Information

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.

 

This illustration shows three doors side-by-side. The middle door is open, revealing a money symbol behind it.

© 2009 Jupiterimages Corporation

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.