Financial Prep 101: Simple Tips for the Next Generation, Second Edition
Unlock the Mystery of Financial Terms and Enter a
Brave New World of Finance
Financial Prep 101: Simple Tips for the Next Generation presents … An Introduction for Teens and Young Adults to Financial Terms & Concepts to prepare them to simply take care of their finances as an adult.
If a picture paints a thousand words, then stories provide the color and texture for bringing experiences to life.
Financial Prep 101: How to Become Financially Strong
Course Curriculum
Chapter 1 - Budgeting and Saving (pages 0-60)
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Chapter 2 - Borrowing and Financing (pages 59-124)
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Chapter 3 - Investing (pages 125-203)
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- Day 1 - Introduction to Investing (pages 125-140) (26:46)
- Day 2 - Types of Investment Accounts pages 141-144) (33:01)
- Day 3 - Market Risk and Market Performance (pages 145-168) (20:00)
- Day 4 - Mutual Funds (pages 169-188) (26:25)
- Day 5 - Bonds (pages 189-203) (31:05)
- Chapter 3 Slides
- Chapter 3 Activities
- Chapter 3 Quiz
Chapter 4 - Retirement Planning (pages 213-296)
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Chapter 5 - Wealth Protection (pages 297-359)
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PDF Resources
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Hi, I’m Janis
Dr. Janis received her Doctorate in Education, Public Affairs and Administration from the University of Missouri, Kansas City. She has 15 years’ experience in sales and marketing management for two Fortune 500 companies; and Janis spent 18+ years as a Financial Advisor holding her Series 7, 63, & 65 Registered Representative and Investment Advisor licenses, Life & Health licenses, and she previously held a Real Estate license and was a Real Estate Appraiser; and Janis has also taught as an adjunct professor at UMKC.
Today, Janis continues to work with individuals and Business Owners to help them with their financial lives by creating insurance risk plans to assist in reducing financial exposure.
Janis lives with her husband John; and together they have a blended family with six sons and a growing number of grandchildren. Janis and John enjoy working out, playing golf, and are avid sports enthusiasts.
Jump$tart Coalition® National Standards in K-12 Personal Finance Education
Financial Responsibility and Decision Making
“Overall Competence: Apply reliable information and systematic decision making to personal financial decisions.
1: Spending and Saving: Apply strategies to monitor income and expenses, plan for spending and save for future goals.
2: Credit and Debt: Develop strategies to control and manage credit and debt.
3: Employment and Income: Use a career plan to develop personal income potential.
4: Investing: Implement a diversified investment strategy that is compatible with personal
financial goals.
5: Risk Management and Insurance: Apply appropriate and cost-effective risk management
strategies.
6: Financial Decision Making: Apply reliable information and systematic decision making to
personal financial decisions.” (6)
Jump$tart Coalition(r) National Standards in
K-12 Personal Finance Education track with
Financial Prep 101: Simple Tips for the Next Generation
Second Edition
- At the beginning of each chapter, ‘Learning Objectives’ are presented to clearly define content learning goals.
- Activities are offered throughout the course chapters to fully engage the learner.
- There are “Check for Understanding’ checklists at the end of each chapter to reinforce learning outcomes.
- Each chapter presents Real-life stories for the reader - to further help them relate to the information/concepts.
- A quiz is presented at the end of each chapter.