金融素養基礎（10-13歲）

In this class, we will guide you through the fascinating world of Personal Finance—an essential skill for navigating life beyond your parents' home. Personal Finance empowers you to achieve financial goals, whether it's buying a car, pursuing higher education, or planning for retirement (yes, even though it seems distant, early planning is crucial!). Your financial journey revolves around income, expenses, living requirements, and personal goals, and we'll help you create a plan to fulfill those needs.

Our interactive course features lecture-style discussions, Q&A sessions, short videos, and quizzes to enhance your learning experience. The emphasis is on understanding the content and applying Personal Finance concepts to the real world.

Course Outline:

Week #1: Basic Economic Concepts
• What is money
• Making Financial Decisions

Week #2: Banking
• Introduction to Banks
• Checking Accounts
• Debit Transactions

Week #3: Saving
• Choose to Save
• Savings Tools

Week #4: Budgeting
• Statement of Financial Position
• Income & Expense Statement
• Spending Plans

If the scheduled classes don't suit your family's availability, use the auto-scheduling tool or email me through Outlook for personalized arrangements.

About Ms. Gore:
Ms. Gore, a licensed Secondary Education Business and Marketing teacher in Los Angeles brings real-world experience from 15 years in retail management. With a Bachelor of Science in Marketing from Arizona State University and a Master of Education from Regent University, she's passionate about teaching Personal Finance. Ms. Gore, the founder of Cheers to Financial Freedom, loves swimming with her kids, is a Francophile dreaming of returning to Paris.



Important Notes:

Based in the US; while efforts are made to explain global concepts, the focus is on US dollars.
Feel free to reach out with questions or concerns.

Refund and Transfer Policies:
Review the refund policy with each enrollment. No refunds/transfers for no-shows or cancellations outside policy dates. In emergencies, contact Ms. Gore for resolution.