Campamento de entrenamiento financiero de 3 días para vacaciones
En esta clase de 3 sesiones, los alumnos aprenden a ahorrar y gastar dinero en preparación para las vacaciones.
Alexandra Valdal CFP ("Mrs. Alyx")
Puntuación media:
4.9
Número de reseñas:(82)
Qué está incluido
3 reuniones en vivo
2 horas 15 minutos horas presencialesTareas
1 hora por semana. Assignments are optional for learners but will include writing down goals and creating a sample budget on their own.Informe de progreso
Learnerd will receive feedback on their progress on the in-class and optional assignments.Experiencia de clase
This class will cover the basics of money skills and financial goal setting in the context of the holidays in North America (November/December). What IS money? How do we earn it and save it? What is the difference between needs and wants? What does “future you” do with money? Mrs. Alyx is a CFP professional and financial planner/money coach who has taught money and finance classes from preschool to College level. Using interactive visuals and questions, learners will bring their own experiences to class. Kids love coming up with ideas on what their financial lives will look like in the future, and in this class, we’ll touch on building those skills of talking about money, visualizing, and making a plan!
Metas de aprendizaje
Over 3 sessions, learners will learn about money basics (saving, planning) and creating a budget for future spending.
Programa de estudios
3 Lecciones
más de 3 semanasLección 1:
Session 1: All About Money!
We will review a bit of the history of money and complete a needs vs. wants exercise to help learners identify priorities. 45 minutos de lección en vivo en línea
Lección 2:
Session 2: Spending Money!
Writing down our goals means that we are much more likely to reach them. Let's pick a financial goal that we can reach. Learners will work on drawing or describing what they want to buy or pay for and we will discuss saving and setting milestones. 45 minutos de lección en vivo en línea
Lección 3:
Session 3: Planning Money!
How can we track our income (money we get or earn) and plan to spend it? We will look at a sample budget, specifically around gift giving and planning to make a purchase for ourselves. 45 minutos de lección en vivo en línea
Otros detalles
Fuentes
A PDF workbook is included with this course.
Se unió el April, 2021
4.9
82reseñas
Experiencia y certificaciones del docente
Mrs. Alyx has a Canadian Certified Financial Planner designation and over 17 years in financial planning and teaching.Reseñas
Curso grupal en vivo
17 US$
semanalmente o 50 US$ por 3 clases1 x por semana, 3 semanas
45 min
Completado por 3 alumnos
Videoconferencias en vivo
Edades: 7-11
2-6 alumnos por clase
