Financial Fitness Sample Training Agenda - NeighborWorks 金融健身样本训练议程neighborworks.docVIP

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Financial Fitness Sample Training Agenda - NeighborWorks 金融健身样本训练议程neighborworks.doc

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Financial Fitness Sample Training Agenda - NeighborWorks 金融健身样本训练议程neighborworks.doc

Financial Fitness Sample Training Agenda Time Topic Materials Instructors Financial Planning and Money Management – 2 hours 10 minutes Opening Session Icebreaker: Financial Fitness Scavenger Hunt Participant Expectations Review Objectives, Agenda, Manuals, Ground Rules and Handouts Sign-In Sheet Handout: Scavenger Hunt Manuals Overheads Facilitate Financial Fitness Counselor 5 minutes Self-Assessment of Financial Tools of Knowledge Handout: Self-Assessment Facilitate Financial Fitness Counselor 5 minutes Importance of Financial Planning Group Brainstorm: Why is financial planning important? Importance of financial planning Flipcharts/Markers PowerPoint/LCD Facilitate/Lecturette Financial Fitness Counselor 10 minutes Steps in Financial Planning Small Group Activity: Steps in financial planning puzzle Steps in financial planning Puzzle with steps/envelopes PowerPoint/LCD Projector Facilitate/Lecturette Financial Fitness Counselor 5 minutes How to Set and Achieve Financial Goals SMART goal setting Short-, mid- and long-term goals Barrier to achieving goals Homework: Set your goals PowerPoint/LCD Projector Handout: Goals Worksheet Lecturette/Facilitate Financial Fitness Counselor 5 minutes Financial Health and Net Worth Assets, liabilities and net worth Warning signs of financial imbalance Homework: Calculate your net worth PowerPoint/LCD Projector Handout: Net Worth Worksheet Lecturette Financial Fitness Counselor 15 minutes Overview of Money and Marketplace Group Discussion: Where did you learn about money? Sources for learning about money Value of time and money Common advertising and sales techniques Small Group Activity: What advertising and sales techniques is the ad using? Flipchart/Markers PowerPoint/LCD Projector Sample ads Facilitate/Lecturette Financial Fitness Counselor 20 minutes Wants versus Needs Types of spending personalities Group Activity: What’s my line spending personality panel Needs versus wants Group Activity: Values auction Ho