Podcast
Questions and Answers
What is the Finance Project?
What is the Finance Project?
What is the key learning objective of the Finance Project?
What is the key learning objective of the Finance Project?
What is the role of a financial planner in the Finance Project?
What is the role of a financial planner in the Finance Project?
What is the problem-solving process in the Finance Project?
What is the problem-solving process in the Finance Project?
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What is the importance of the Finance Project?
What is the importance of the Finance Project?
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How do students present their findings in the Finance Project?
How do students present their findings in the Finance Project?
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Who are the clients in the Finance Project?
Who are the clients in the Finance Project?
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What skills do students learn in the Finance Project?
What skills do students learn in the Finance Project?
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Study Notes
Teaching Financial Planning Through Real-World Projects
- The Finance Project involves students helping families with their financial goals.
- The clients include a single mom with two kids who wants help with college planning, retirement, and mortgage reduction.
- The project begins with an entry event that captures the students' hearts, followed by a problem-solving process.
- A financial planner comes to talk to the students, giving life to the subject in a way that cannot be achieved through classroom discussions.
- Compound interest is a key learning objective, and students learn to manipulate the basic formula to calculate savings, mortgage costs, and more.
- Students work on their assigned family's financial situation, emailing back and forth to get more information and clarification.
- The students must switch between complex mathematical principles and conversational language in their reports for the families.
- On the day of the presentation, students review and make sure they are ready for the clients.
- The presentation is a conversation with the clients, and students present their findings in a conversational manner.
- The project helps students gain real-world work experience and learn the importance of financial planning.
- The Finance Project teaches students the importance of saving, investing, and planning for the future.
- The Finance Project is a successful way of teaching students financial planning skills in a real-world context.
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Description
Test your knowledge on teaching financial planning through real-world projects with this quiz! Explore the key learning objectives and processes involved in the Finance Project, including compound interest, problem-solving, and communication skills. See if you can answer questions on how students work with clients, manipulate financial formulas, and present their findings in a conversational manner. Test your understanding of the importance of financial planning and the benefits of real-world work experience gained through this project. Take this quiz to see how well you know the Finance Project
