A Financial Literacy Mindset for Teachers

A Financial Literacy Mindset for Teachers

This comprehensive personal money management course will teach you key financial literacy skills, including budgeting, debt reduction, and investment strategies, with tips for financial wellness. Designed for teachers, you will receive tools to create a personalized financial plan that aligns with your lifestyle and goals. By the end, you will have the financial education to evaluate your finances, reduce debt, and plan for your future.

3 Months Access / 24 Course Hrs
  • Details
  • Syllabus
  • Requirements
$147.00
$147.00
Self-Guided

Details

In partnership with Model Teaching, an industry leader in supporting educators, this financial literacy course will provide you with an understanding of key aspects of financial literacy, including risk/reward assessment, budgeting, debt reduction, and investment strategies, with tips for financial wellness.

Designed for teachers, you will receive tools to create a long-term financial success plan that fits in with your current lifestyle and goals. The course covers the importance of financial literacy for your well-being and productivity, the difference between financial intelligence and literacy, and how improving financial intelligence supports your goals.

You will also learn to evaluate cash flow, budget, and reduce debt, while planning for your future using wealth-building strategies. By completion of this fiscal literacy course, you will have a complete financial plan and the knowledge to successfully implement it.

Syllabus

  1. Why Financial Literacy Is Important for Teachers.
    1. Complete a financial self-assessment tool to evaluate your current level of financial intelligence.
  2. Improving Your Financial Intelligence- The First Step to Financial Literacy.
    1. Complete a risk tolerance assessment tool to evaluate your comfort level with financial risk as the first step in building your financial success game plan.
  3. Money, Basic Money Management and Cashflow & Managing Your "Cash".
    1. Use a budget-building tool provided to evaluate your own (or an example financial profile provided) and identify key performance indicators that help or hurt financial performance.
  4. Debt, Liabilities and How to Reduce (or Eliminate) Them.
    1. Evaluate your financial profile (or an example financial profile provided) for various preferred debt reduction strategies you have learned to determine the best strategy for reducing or eliminating debt.
  5. Assets & Investing. Making Your Money Work for Your Investing Goals While Reducing Risk.
    1. Use the course tools provided to assess the long-term goals, risk tolerance, and preferred risk reduction strategies of your personal financial profile (or an example financial profile provided).
  6. Assets & Investing. Investment Instruments, Vehicles, and Strategies.
    1. Using the tools provided, evaluate your (or an example financial profile provided) preferred asset mix.
  7. Protecting What You Have.
    1. Using the tools provided, evaluate the risk reduction strategies for your profile, or the example financial profile provided. This will include tax strategies, insurance requirements, and other wealth protection strategies to be integrated with your final long-term financial success game plan.
  8. Putting it All Together
    1. Design a comprehensive financial plan that supports your identified long-term goals within your personal and professional life.
  9. Applying What You Have Learned
    1. Get ideas on how to implement the concepts into your classroom and find a list of online resources that provide additional financial literacy information.

Requirements

Prerequisites:

There are no prerequisites to take this course.


Requirements:

Hardware Requirements:

  • This course can be taken on either a PC, Mac, or Chromebook.

Software Requirements:

  • PC: Windows 10 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
  • Microsoft Word Online
    • Editing of a Microsoft Word document is required in this course. You may use a free version of Microsoft Word Online, or Google Docs if you do not have Microsoft Office installed on your computer. You may be required to download documents.
  • Adobe Acrobat Reader
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.

Self-Guided Course Code: T15125