Wealth Management Course Syllabus - RRCS



Rocky River High SchoolWealth Management Course SyllabusMr McLaughlin(440) 356-6800Mclaughlin.matthew@ SynopsisWealth Management is designed for students who want to become financially savvy individuals. In this course, we will learn the fundamentals of money management. Students will analyze the basics of financial documents, savings, investing, budgeting, spending, insurances, and credit to name a few. Students will also participate in the Ohio Stock Market Game where classroom concepts can be applied in an interactive simulation.Students will be exposed to a variety of informational resources, such as: Ramsey’s Foundations in Personal Finance, The National Endowment for Financial Education (NEFE), Lakeshore Community Credit Union Making the Right Money Moves, and The National Council on Insurance.Grading PolicyGrades are based primarily on completion of assignments. Weekly goals must be set and successful completion of those goals will be rewarded. Quality and quantity of computer work completed are both essential. This course is project based and graded accordingly. Homework PolicyThere will be outside assignments. Students will need to participate in surveys, interviews, and other marketing techniques to help understand marketing concepts. It is essential that you start early on assignments and turn them in on time. Timing is essential in marketing!Materials / Supplies / Textbook PolicyYou will need a 3-ring binder to keep handouts and create your own personal finance portfolio, samples of your best work, business reports, and Finance Plan. You will also need a notebook.Make-up PolicyMake-up is only available for excused absences. Please be sure to communicate about sickness or extended leaves. This is a student responsibility, NOT the instructors.Extra Credit PolicyExtra credit is available on request for special circumstances. The business department encourages individual reading of business-related books and magazine articles. A book list is available and extra credit is given for written book reports or other assignments mutually agreed upon by student and me.Introduction:Economic ReviewCareer DecisionsGoal SettingChapter 1: SavingsDAY VIDEO PART CLASSROOM ACTIVITY VIDEO: Dave’s Personal Testimony VIDEO: Orientation TEST: Financial pre-test Part 1 WORKBOOK: Before you Begin ACTIVITY: Clay’s Candy Bar Madness Part 2 ACTIVITY: Savings by Nation ACTIVITY: Live from Financial Peace Plaza Part 3 ACTIVITY: Impact of Daily DecisionsPart 4 ACTIVITY: Rate of ReturnACTIVITY: Financial Calculators WORKBOOK: Money in ReviewTEST: Chapter 1 Test BONUS VIDEO: “Setting Goals That Work”Chapter 2: Investment OptionsDAY VIDEO PART CLASSROOM ACTIVITYPart 1 WORKBOOK: Before you BeginPart 2 and Part 3 ACTIVITY: Venn DiagramPart 4 ACTIVITY: Reading a ProspectusPart 5 ACTIVITY: Investment Scavenger HuntPart 6 WORKBOOK: Money in ReviewACTIVITY: Investments ExaminedACTIVITY: Investments ComparedACTIVITY: Name That InvestmentTEST: Chapter 2 Test BONUS VIDEO: “Leadership Skills” Chapter 3: Wealth Building and College Savings DAY VIDEO PART CLASSROOM ACTIVITY Part 1 WORKBOOK: Before you Begin Part 2 ACTIVITY: Roth IRA and 401(k) Part 3 ACTIVITY: Wealth Building Pyramid Part 4 ACTIVITY: Rule of 72 Part 5 ACTIVITY: Monthly Retirement Planning WORKBOOK: Money in Review ACTIVITY: Funding 401(k) and Roth IRAs TEST: Chapter 3 Test BONUS VIDEO: “Preparing for College” Chapter 4: Dangers of Debt DAY VIDEO PART CLASSROOM ACTIVITY Part 1 WORKBOOK: Before you Begin Part 2 and Part 3 ACTIVITY: Rent to Own ACTIVITY: Research Activity Part 4 Part 5 ACTIVITY: True Cost of Ownership Part 6 ACTIVITY: Making the Minimum Part 7 ACTIVITY: Hidden Costs of Credit Part 8 ACTIVITY: The Debt Snowball BONUS VIDEO: “Drive Free, Build Wealth” ACTIVITY: Drive Free WORKBOOK: Money in Review ACTIVITY: Persuasive Writing TEST: Chapter 4 Test Chapter 5: Consumer AwarenessDAY VIDEO PART CLASSROOM ACTIVITYPart 1 WORKBOOK: Before you Begin ACTIVITY: Commercial ViewerPart 2 ACTIVITY: 0% for 24 MonthsPart 3 ACTIVITY: Advertising Awareness Part 4 and Part 5 ACTIVITY: Opportunity Cost4WORKBOOK: Money in ReviewACTIVITY: Marketing MadnessTEST: Chapter 5 Test BONUS VIDEO: “Warnings for College”Chapter 6: Credit Bureaus and Collection PracticesDAY VIDEO PART CLASSROOM ACTIVITYPart 1 WORKBOOK: Before you Begin Part 2 ACTIVITY: Reading a Credit ReportPart 3 ACTIVITY: Avoiding On-Line Fraud Part 4 ACTIVITY: Research ProjectPart 5 ACTIVITY: Investigate and Report Scams Part 6 ACTIVITY: Pro Rata Debts WORKBOOK: Money in ReviewTEST: Chapter 6 Test BONUS VIDEO: “Credit Score and Employment” Chapter 7: Budgeting 101DAY VIDEO PART CLASSROOM ACTIVITYPart 1 WORKBOOK: Before you Begin ACTIVITY: Family FeudPart 2 BONUS VIDE: “Balancing your Checkbook”Part 3 ACTIVITY: Balancing Your Checkbook Part 4 ACTIVITY: How to Write a Check Part 5 ACTIVITY: Student BudgetPart 6 ACTIVITY: Consumer EquityWORKBOOK: Money in ReviewTEST: Chapter 7 TestChapter 8: Bargain ShoppingDAY VIDEO PART CLASSROOM ACTIVITY Part 1 WORKBOOK: Before you Begin Part 2 and Part 3 ACTIVITY: Computing Discounts Part 4 ACTIVITY: Seven Basics of Negotiating ACTIVITY: Food For ThoughtPart 5 ACTIVITY: Double Discounts WORKBOOK: Money in Review ACTIVITY: Bargain ShoppingTEST: Chapter 8 Test BONUS VIDEO: “Buying Your First Car” Chapter 9: Relating with MoneyDAY VIDEO PART CLASSROOM ACTIVITYPart 1 WORKBOOK: Before you Begin ACTIVITY: Back Then Part 2 and Part 3 ACTIVITY: Time Budget ACTIVITY: Further ReadingPart 4 ACTIVITY: Creative Debating Part 5 WORKBOOK: Money in Review ACTIVITY: Travel AgentTEST: Chapter 9 Test BONUS VIDEO “Time Management” Chapter 10: Career Choices and Employment TaxesDAY VIDEO PART CLASSROOM ACTIVITY Part 1 WORKBOOK: Before you BeginPart 2 ACTIVITY: Researching Careers Part 3 ACTIVITY: The Interview ACTIVITY: Careers and Personality Traits Part 4 ACTIVITY: Real World Taxes ACTIVITY: FORM W-4WORKBOOK: Money in Review ACTIVITY: Resumes and Cover LettersTEST: Chapter 10 Test BONUS VIDEO: “First Years of College” Chapter 11: Ins and Outs of InsuranceDAY VIDEO PART CLASSROOM ACTIVITY Part 1 WORKBOOK: Before you Begin ACTIVITY: Comparing Rates Part 2 ACTIVITY: Understanding Renter’s Insurance Part 3 ACTIVITY: Health Plan Overview Part 4 ACTIVITY: Comparing Insurance Part 5 ACTIVITY: Presenting Risk Part 6 WORKBOOK: Money in ReviewTEST: Chapter 11 Test BONUS VIDEO: “Insurance for Students”Chapter 12: Real Estate and MortgagesDAY VIDEO PART CLASSROOM ACTIVITYPart 1 and Part 2 WORKBOOK: Before you Begin Part 3 ACTIVITY: Rentals ACTIVITY: Real Estate ListingsPart 4 ACTIVITY: Calculate New PaymentPart 5 BONUS VIDEO: “15 vs. 30 yr Mortgage” ACTIVITY: Mortgage MathACTIVITY: Understanding a Lease WORKBOOK: Money in ReviewTEST: Chapter 12 Test End of CourseDAY VIDEO PART CLASSROOM ACTIVITY Review for ExamTEST: Financial Post-TestTEST: Final ExamRocky River High SchoolWealth Management Course SyllabusMr. McLaughlin(440) 356-6800Mclaughlin.matthew@Please return this page with appropriate signatures to Mr. McLaughlinI have read and accept the Course Syllabus, ______________________________________________________________________Print Student NameStudent Signature______________________________________________________________________Print Parent/Guardian NameParent/Guardian Signature______________________________________________________________________Phone: day/eveningParent/Guardian E-mail address ................
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