Course curriculum

  • 1

    WELCOME

    • Welcome
  • 2

    01. Goal Setting

    • Overview

    • Activity- Financial Assessment

    • What are SMART Goals?

    • Smart Goal Setting- Handout

    • Worksheet: Goal Setting

    • Assignment- Goal Setting

    • Dr. Per Cap: Pick A Corner
  • 3

    02. Credit 101

    • Overview

    • Credit- Handout

    • Understanding Credit: The Credit Bureaus- Video

    • Understanding Your Credit Report- Video

    • Building a Credit Score- Video

    • Improving Your Credit Score- Video

    • Credit Quiz

    • Homework
  • 4

    02b. More Credit

    • PREREQUISITE

    • Credit Builder Plan

    • Debt Tracker- Worksheet

    • Assignment
  • 5

    03. Creating a Budget

    • PREREQUISITE

    • Overview

    • Budgeting

    • Budgeting Worksheets

    • Evaluating and Using Your Budget

    • Where Did My Money Go- Worksheet

    • Assignment- Budgeting

    • Extra Resources
  • 6

    04. Debt and Banking

    • Overview

    • Debt Handout

    • Dave Ramsey's Snowball Method

    • FUN MONEY QUIZ

    • Expensive Money Handout

    • Assignment: Debt and Banking

    • Dr. Per Cap: Wait A Minute

    • Dr. Per Cap: Going Overboard

    • Debt & Banking Quiz
  • 7

    05. Decision Making

    • Overview

    • Using A Priority Grid

    • Priority Gird Worksheet

    • Assignment

    • Dr. Per Cap: Control Yourself
  • 8

    06. Getting a Loan

    • Prerequisite

    • Getting A Loan- Intro

    • 5 C's of Credit

    • Calculating DTI

    • Complete and submit your Sequoyah Fund loan application.

    • Getting A Loan Quiz

    • Assignment
  • 9

    07.Other Financial Concerns

    • Other Financial Concerns: Intro

    • HANDOUT- Saving and Interest

    • _HANDOUT- Credit Cards

    • HANDOUT- Car Buying 101

    • HANDOUT- Other Financial Concerns

    • Dr. Per Cap: Gold Diggers on the Prowl

    • Dr. Per Cap: A Good Habit

    • Other Financial Concerns Quiz
  • 10

    08. Investing Basics

    • Investing Basics- Intro

    • How to Invest

    • Stock Market Basics

    • Investing for Retirement

    • Investing Quiz

    • Check In
  • 11

    09. Goal Setting II

    • Prerequisite

    • Goal Setting 2 Intro

    • Goal Assessment

    • Dr. Per Cap: Enough Already

    • Assignment
  • 12

    10. Budgeting II

    • Budgeting II Intro

    • Budgeting Spreadsheet

    • The Envelope Budgeting System

    • Paycheck Bill Tracker- Worksheet

    • The 50/30/20 Rule

    • Extra Resources

    • Dr. Per Cap: Its Your Money
  • 13

    Moving Forward

    • Moving Forward

    • More Resources on Saving Money