Gr. 6 – 8 | Financial Literacy & Excel Sem. Course | Cert. H. Spec. Math Teacher
Learners will build understanding of the fundamental concepts of personal finances and budgeting, including: income, tax, expenses, discount, interest. Exercises are done using Excel or equivalent app using formatting, formulas, and graphs.
Marilena Loneanu, H. Spec. Math, OCT
Average rating:
5.0
Number of reviews:(1)
What's included
14 live meetings
9 hrs 20 mins in-class hoursAssignments
1-2 hours per week. in class exercisesCertificate of Completion
includedClass Experience
US Grade 6 - 8
Beginner - Advanced Level
This class' focus is on learning the key features of spreadsheet apps / Excel in the context of Finance. Learners will build basic financial concepts of income, expenses, balancing a budget, income tax, sales tax, discounts, inventory, simple and compound interest. They will apply all mathematical formulas relevant for these exercises while also learning how to use professional spreadsheet software tools. This is an unique blend of Math and IT concepts and skills within the Financial context that enable learners to benefit in their future academic, career, as well as with their personal financial decisions. Each lesson will be based on Excel exercises that learners will create using real-life applications and data.
Learning Goals
Learners will build the foundation of Financial Literacy, understanding concepts such as: income, expenses, balancing a budget, income tax, sales tax, discounts, inventory, simple and compound interest.Learners will use key features of MS Excel or similar spreadsheet apps to handle data: formatting, graphing and performing various calculations with formulas;
Syllabus
14 Lessons
over 14 WeeksLesson 1:
Personal Income from Various Sources | Formatting
Create an Excel spreadsheet with income data and use the various formatting features of Excel: fonts, colours, borders, align, change columns' size, etc. 40 mins online live lesson
Lesson 2:
Subtotals and Totals | SUM Formulas | Circle Graph
Use the SUM formula of a range of data to calculate totals and subtotals; Insert a circle graph; 40 mins online live lesson
Lesson 3:
Annual Earnings / Expenses based on the Monthly Figures | Date Fields
Use multiplication and division to convert between monthly and yearly figures; 40 mins online live lesson
Lesson 4:
Calculate Earnings using Rate of Pay | Multiplication Formula
Calculate weekly, monthly, yearly figures based on the hourly rate of pay; calculate earnings based on commissions; 40 mins online live lesson
Other Details
Pre-Requisites
Learners need to have access to MS Excel or similar spreadsheet app.
External Resources
In addition to the Outschool classroom, this class uses:
Sources
MS Excel or equivalent spreadsheet app
Joined July, 2024
5.0
1reviews
Teacher expertise and credentials
Non-US Teaching Certificate in Mathematics
Marilena is certified H. Spec. Math, Computer and Business Studies, grades 4 to 12. She has 15-year in-class teaching expertise and her students participate in Math and Computing contests with outstanding results: perfect score and Honour Roll of prestigious institutions, such as the University of Waterloo and Brock University in Canada, and the Math Olympiad in the USA. Marilena has a 5-year Math degree, IT major.Reviews
Live Group Course
$23
weekly or $320 for 14 classes1x per week, 14 weeks
40 min
Live video meetings
Ages: 12-14
2-12 learners per class
