Personal Finance

In this course, students explore all of the essential personal finance topics necessary to become a financially capable adult. Topics include banking, credit, taxes, budgeting, investing, and career planning, and the psychology of spending and saving. By the end of this course, students will have a thorough understanding of personal finance topics and be prepared to handle the financial responsibilities that exist after graduation.

The second mod of this course, Applied Personal Finance, is focused on service. Students take on the role of financial planners and help local families make plans to reach their financial goals including funding retirement, saving for college, and paying off a mortgage. Students interview their clients to understand the financial goals, then use their knowledge and skills to develop realistic savings and investment advice for their clients.  Students who successfully complete the second mod may fulfill their George School service requirement.

This course can be split across multiple years.

Min-Max Credit Hours: 1.0-2.0