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個人理財基礎 - 以數學為重點
在這個為期 8 週的線上課程中,學生將學習個人理財的基礎知識及其背後的數學。學生將學習銀行、投資和保險以及如何計算利率和貨幣的未來價值。
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課堂經歷
英語程度 - 未知
美國等級 10 - 12
遵循 Teacher-Created 課程
In this class, we will cover the basics of creating a budget, how banks, insurance companies, and investment firms work. Students will learn how to use spreadsheets and the math behind basic financial functions, such as cost estimation, return on investments, the value of money over time, and credit card / loan payments. The class will be structured as a "show and do" in which the instructor will show the students how to do something and the students will do that in class under the...
16 lessons//8 Weeks
Week 1Lesson 1Introduction and Budget Set UpIntroduction to the course and create an outline for the budget.Lesson 2BudgetsLearn how to create a budget and estimate how much money each item will be.Week 2Lesson 3Introduction to BankingLearn how banks operate and what services they offerLesson 4Banking - Checking / Savings accountsLearn how checking and savings accounts can help with your budget.Week 3Lesson 5Banking - Loans / Credit CardsLearn about loans and credit cards and how they change your budget.Lesson 6Introduction to InsuranceLearn how insurance companies work and what services they offer.Week 4Lesson 7Home/apartment and auto insuranceWhat does home and auto insurance do for you.Lesson 8Health Insurance Part 1General overview of the health care system (pharma companies, insurance companies, and doctors/nurses)Week 5Lesson 9Health Insurance Part 2Health insurance basics (premiums, maximum out of pocket, deductibles)Lesson 10Overview of InvestingBasic introduction to investments - stocks, bonds, mutual funds, cryptocurrency.Week 6Lesson 11Investments - StocksHow stocks work, what it means when prices changeLesson 12Stock MarketsOverview of the various stock markets (NYSE, NASDAQ, etc.)Week 7Lesson 13Stock IndicesDow Jones, NYSE, S&P 500, NASDAQLesson 14BondsBonds and how they workWeek 8Lesson 15Mutual FundsWhat is a mutual fund and how it worksLesson 16Wrapping UpReview the budget and how banks, insurance companies, and investment companies can help you meet your budgeting goals.
- Create a budget.
- Understand how banks work.
- Understand how insurance works.
- Understand how investments work.
Teacher expertise: PhD in mathematics performing financial analysis for over 13 years.
1 - 2 每週課外時間
掌握程度評估
頻率: 1-2 per week回饋: 如所須細節: Students will learn through doing with instructor supervision.Certificate of Completion
頻率: 1 after class completion細節:
All educational material will be teacher supplied.
除了 Outschool 教室外,本課程也使用:
教師專業知識和證書
博士學位 in 數學 from Bowling Green State University
Hi! I teach classes in mathematics, mostly advanced algebra (aka algebra II), trigonometry, calculus, statistics and Python. With a PhD in mathematics, I have spent 25 years using mathematics to solve a wide variety of problems. My teaching...
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團體課
US$38
每週或US$300 用於 16 課程每週上課 x 2 次, 8 週
55 分鐘
即時視訊會議
年齡: 14-18
10-12 每班學員人數