个人财务管理指南.pdf

TABLEOFCONTENTS

EXECUTIVESUMMARY…………………………………1

SESSIONGUIDE………………..………….7

ACTIVITYDESIGN………….…………………..…………10

COURSEINTRODUCTION……..……………………...12

MODULE1–FinancialPlanning…..…………………….………………………..22

MODULE2–SavingandBudgeting……...…………..…………47

MODULE3-Borrowing…….…………………………77

MODULE4–Investing……………………..………….100

MODULE5–FraudsandScams………..…………….…………..129

MODULE6–FinancialConsumerProtection….……………….…………..149

FINANCIALWELLNESSPLEDGE………...……………………………..…………..164

NATIONALTRAININGOFTRAINERSONPERSONALFINANCIALMANAGEMENT

InpartnershipwithBangkoSentralngPilipinasandBPIFoundation

EXECUTIVESUMMARY

OpeningSession

ThissessionwillprovidetrainerswiththevenuetopresentthebackgroundandobjectivesoftheTrainingofTrainers(TOT),theoverviewoftheTOT

methodologywhetherinaclassroomoronlinesetting(webinar),andtheflowofthesessions.

ExpectationSetting

ClassroomorOnline:EmbeddedintheOpeningSessionistheExpectationSetting.Thefacilitatorswillaskeachparticipanttointroducethemselveswithan

adjectivethatbeginswiththefirstletteroftheirname(ex.AwesomeAnna,BraveBob).Eachparticipantwillthenbrieflyshareatleastone“expectation”