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JA NEFE Financial Planning Program - High School |
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The NEFE High School Financial Planning
Program introduces students to the importance of planning
for their financial future. The program demonstrates the roles
that budgeting, investing, credit, and insurance play in
securing ones financial stability.
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When able to use the entire
NEFE High School Financial Planning Program
along with the JA experience, students will have
a complete portfolio of skills to make financial
decisions and set financial goals throughout
their lives. Five required volunteer-led
sessions. 24 optional volunteer-or teacher-led
sessions. |
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The key learning objectives listed beside each
session state the skills and knowledge students will gain.
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Session One: A Month in the Life
Students examine the concept of budgeting, and learn how their
daily choices affect their ability to save for the future.
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Key Learning Objectives
Students will be able to:
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Explain the purpose of
goal setting in terms of their personal finances.
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Demonstrate the ability
to make wise financial decisions to meet personal goals.
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Critique their own
decisions, made in connection to meeting their financial goals. |
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Session Two: From Dreams to Reality
Students will learn about options
for investing and will plan for their own financial futures.
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Key Learning Objectives
Students will be able to:
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Explain the difference between income and growth
investments.
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Demonstrate a basic understanding of different
investment options.
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Plan investment strategies for today and in their
future. |
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Session Three: Your Credit, Your Future
Students will discuss credit choices and explore what decisions
they should make when faced with common credit situations.
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Key Learning Objectives
Students will be able to:
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Explain how credit can help and harm them.
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Plan for their uses of credit now and in the
future. |
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Session Four: The Case of the Missing Identity
Students will evaluate behaviors
that contribute to identity theft, and will consider different
actions for protecting their own identity. |
Key Learning Objectives
Students will be able to:
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Communicate about
the dangers of identity theft.
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Recognize and avoid suspicious behavior. |
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Session Five: Protect Yourself
Students will explore different
types of insurance and will explain the role each plays in
personal protection. |
Key Learning Objectives
Students will be able to:
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Examine and describe basic information about
different types of insurance.
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Determine their current and future life risks and
insurance needs. |
Junior Achievement Presents: The NEFE High
School Financial Planning Program enhances students’ learning of the
following concepts and skills:
Concepts– Goal
setting, Financial choices, Pay yourself first, Budgeting, Saving,
Spending, Investment, Saving, Credit, Identity theft, Fraud, and
Insurance
Skills– Decision
making, Organization, Financial planning, Analyzing information,
Categorizing data, Oral and written communication, Public speaking,
Group work, and Reading comprehension
Junior Achievement Presents: The NEFE High
School Financial Planning Program is a 5 session course and is
recommended for students in grades 9-12. Instructional materials are
packaged for 30 students and include detailed activity plans for the
volunteer, workbooks for students, and consumable materials to be used
in the classroom.
Additionally, upon requesting Junior Achievement
Presents: The NEFE High School Financial Planning Program, the
participating teacher will also receive materials associated with the
NEFE High School Financial Planning Program. These materials contain
an instructor’s guide, complete with 24 hours worth of classroom
information, as well as a classroom set of Student Guides.
All JA programs are designed to support the skills
and competencies identified by the Partnership for 21st
Century Skills. These programs also augment school-based, work-based,
and connecting activities for communities with school-to-work
initiatives.
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