Orientation

Big Picture

 

When growing a garden, you need to know what you want to grow, plant it, tend to it, and then reap the harvest. A financial plan is very similar to gardening. This course is an introduction to various ways to grow your money to help you to achieve your future goals. A garden sometimes does not produce because of things beyond your control, such as drought, insects, or, perhaps, a personal problem that has taken needed attention away from the garden. However, with a little water, pest control, and awareness, the garden can still produce. This course will make you aware of the different outside factors that may affect your financial growth.

 

You will access a web-based program called “The City,” developed by the Financial Consumer Agency of Canada, to provide you with the most up-to-date financial information available. You will be introduced to several characters in different life stages and with different financial situations for you to explore. This website will require a login and password. If your teacher does not provide you with this information, you may need to self-register or contact your teacher for instructions.

 

The suggested completion time for this course is 25 hours. You may be able to complete it in less time, or it may take you a little longer. Completing the course should not take more than 32 hours, however.

 

Course Outline  

 

Project 1

 

Module 1: Pre-Assessment  

 

Module 2: Lifestyle Reality Check 

 

Module 3: Welcome to the City  

 

Module 4: Needs, Wants, and Priorities 

 

Supplement: Personal Balance Sheet 

 

Module 5: Income, Expenses, and Budgets 

 

Module 6: Savings and Banking  

 

Module 7: Credit and Debt  

 

Module 8: Insurance         

 

Module 9: Investing  

 

Final Project

 

Module 10: Financial Plan  

 

Module 11: Post-Assessment

 

Assessment

 

Basic competencies are assessed throughout the course, as indicated by your teacher. Look at the Basic Competencies Rubric to familiarize yourself with what is expected.

 

The assessment for this course is based on the assignments and reflections for each module as well as meeting the basic competencies for the course.

 

Suggested weightings are as follows, but you should check with your teacher.

 

 

Financial Management 1010 Learn EveryWare © 2009 Alberta Education