Sample Academy Class

Next Generation Empowerment "The Path To Success" Summer Academy 

For Rising 5th Grade And Rising 9th Grade Students

Sample Academy Class Outline

We will provide all of our academy class outlines on this page by March 1, 2015.  Listed below you will find a sample of one of our classes pertaining to our Money Management Skills Class:

Curriculums Used:

ABOUT THIS COURSE

Education is one of the most valuable investments and gifts a parent can give to their child.

Money Management Skills takes students on a tour of some of the most widely available financial products, from mutual funds to life insurance to college savings accounts.

In this course, students will be introduced to a range of financial products and tools at their disposal, including:

  • Liquid assets
  • Stocks and bonds
  • Mutual funds
  • Credit
  • Mortgages
  • Insurance
  • Estate planning

Guest Speakers:

  • Representratives from Wells Fargo Bank
  • Representatives from Transamerica

Curriculums Outline:

As a result, students will acquire insight pertaining to the following:

1.                Understanding your financial brain

2.                Managing money with life cycle theory

3.                Basic investing: keep it simple

4.                The key financial instruments

5.                How to use credit optimally

6.                Investing in education

7.                The economics of home ownership

8.                Managing risk with insurance

9.                Essential tax principles

10.             Saving for retirement

11.             Fundamentals of estate planning

12.             Putting your financial plan together

13.             How to diversify your portfolio

14.             How to determine what insurance products (i.e. Life, health, auto)  to purchase and how much coverage do you need.

 

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