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:(4)
What's included
12 live meetings
8 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. Grades 6 – 8 | Financial Literacy in Excel | Cert. H. Spec. Teacher Lesson 1. Excel Basics | Formatting | Formulas Lesson 2. Personal Income from Various Sources | Commissions Lesson 3. Calculate Net Earnings from Gross Earnings | Tax Calculations Lesson 4. Total Expenses Monthly vs. Annual | Subtotals and Totals | SUM Formulas | Circle Graph Lesson 5. Budgeting | Calculate the Gross Amount from the Net Amount | Division Formula Lesson 6. Candy Store Inventory Project Day 1 | “IF” Formula Lesson 7. Candy Store Inventory Project Day 2 | “IF” Formula Lesson 8. Payment Tracking in Two Currencies | SUMIF Formula Lesson 9. Sales / Discounts | Sales Tax | Percent Formulas Lesson 10. Savings and Loans | Simple Interest Formula and Calculations. Lesson 11. Savings and Loans | Compound Interest Formula and Calculations Day 1 Lesson 12. Savings and Loans | Compound Interest Formula and Calculations Day 2
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
12 Lessons
over 12 WeeksLesson 1:
Excel Basics | Formatting | Formulas
40 mins online live lesson
Lesson 2:
Personal Income from Various Sources | Commissions
40 mins online live lesson
Lesson 3:
Calculate Net Earnings from Gross Earnings | Tax Calculations
40 mins online live lesson
Lesson 4:
Total Expenses Monthly vs. Annual | Subtotals and Totals | SUM Formulas | Circle
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
4reviews
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 Class
$24
weekly1x per week, 12 weeks
40 min
Live video meetings
Ages: 12-14
2-5 learners per class
