掌握金融素養：培養明智的理財習慣，打造安全的未來

╰☆𝐁𝐮𝐢𝐥𝐝 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞: 𝐂𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐌𝐚𝐭𝐡 𝐌𝐚𝐝𝐞 𝐅𝐮𝐧☆╮

How do you turn dreams into SMART financial goals? Can you create a budget, explore credit and loans, and master the mysteries of saving, investing, and taxes?

In this inspiring class, math becomes your superpower—not with boring worksheets but with real-world applications. Learners will explore bank accounts, credit scores, interest rates, and even retirement planning. They'll dive into consumer rights, financial technology, and strategies for avoiding scams, building confidence to navigate personal finance with ease.

Each session brings them closer to independence, proving that “𝐌𝐚𝐭𝐡 𝐜𝐚𝐧 𝐜𝐡𝐚𝐧𝐠𝐞 𝐦𝐲 𝐥𝐢𝐟𝐞!”

Get ready to transform numbers into tools for empowerment!

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Weekly Breakdown:

Week of January 6: Introduction to Financial Literacy – Understanding the importance and impact of financial literacy.
Week of January 13: Setting Financial Goals – Learning to set SMART financial goals.
Week of January 20: Budgeting Basics – Understanding what a budget is and how to create one.
Week of January 27: Income Sources – Identifying earned vs. unearned income.

Week of February 3: Understanding Taxes – Exploring income tax and its purpose.
Week of February 10: Banking Basics – Understanding different types of bank accounts and services.
Week of February 17: Saving and Interest – Learning the importance of saving and how interest works.
Week of February 24: Credit Basics – Exploring credit, its use, and its impact.

Week of March 3: Responsible Credit Use – Understanding how to use credit wisely.
Week of March 10: Loans and Mortgages – Examining different types of loans and terms.
Week of March 17: OFF
Week of March 24: Investing Basics – Understanding stocks, bonds, and mutual funds.

Week of April 7: The Stock Market – Simulating trading and exploring how markets work.
Week of April 14: Risk and Return – Analyzing investments and balancing risk.
Week of April 21: Retirement Planning – Exploring retirement accounts and their importance.
Week of April 28: Insurance Fundamentals – Learning about different types of insurance and their benefits.

Week of May 5: Consumer Rights and Responsibilities – Understanding protection laws and avoiding scams.
Week of May 12: Financial Decision-Making – Developing skills for informed financial choices.
Week of May 19: Financial Technology – Exploring apps and tools for personal finance.
Week of May 26: Economic Principles – Discussing supply, demand, inflation, and interest rates.

Week of June 2: Capstone Project Kickoff – Beginning comprehensive financial planning projects.
Week of June 9: Capstone Project – Completing and presenting a personal financial plan.

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CLASS ENVIRONMENT

Our classrooms are guided by a Socratic teaching approach, fostering critical thinking and encouraging open dialogue among learners. By facilitating engaging discussions and posing thought-provoking questions, students are able to explore topics more deeply and gain a comprehensive understanding of the material. 

Our class size does not exceed 4 learners. This allows for more personalized attention from the educator, ensuring that each learner's individual needs and learning styles are met. With a smaller group size, there is also more opportunity for discussion and collaboration among classmates, creating a supportive and engaging learning environment. Additionally, students may feel more comfortable and confident participating in discussions and activities in a smaller group setting.

We incorporate a mix of traditional methods such as videos and limited PowerPoint presentations to accommodate various learning styles as well. 

In addition, we gamify our lessons, as much as possible, to make learning fun and interactive for students. By adding elements of games and competition, we are able to keep learners engaged and motivated to participate in their education.

We also incorporate hands-on projects, wherever possible, to provide students with real-world application of their learning. Through these projects, students are able to apply their knowledge in practical ways and further enhance their understanding of the subject matter.

By designing this type of diverse classroom environment, utilizing multiple teaching methods, we effectively address the diverse learning styles of our learners.

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IMPORTANT DATES

Please note we value mental health and want to prevent teacher burnout. With that said, we do take company wide breaks where there will not be any classes taught nor will we be answering emails. 

Please expect a delay in responses the following dates: 

2024:

August 19-August 25 (Summer Break)
November 27-29 (Thanksgiving Break)
December 23 - December 31 (Winter Break)

2025

January 1 - Jan 5 (Winter Break)
March 17 - March 23 (Spring Break)
April 19 - April 20 (Easter Break)
August 25-31st (Summer Break)

If you are enrolled, you will not be charged!

We will be returning all emails the day or two after we return. 

In addition, teachers may need time off outside of these breaks as emergencies do happen. We always try our best to give ample notice when we can. You will never be charged for a day that we cancel classes.