Financial Planning and Management Lesson Plans and Power Points

Free lesson plans and PowerPoints designed to teach the concepts of:

  • Introductory Financial Planning and Management
  • Wants/Need and SMART Goal Setting
  • Short, Intermediate and Long-Term Goals
  • Budgeting and Cash Flow
  • Pay Yourself First
  • Credit History Ratings
  • Loans and Interest
  • Credit Cards
  • Investment Basics
  • Taxes
  • Insurance

Pre- and Post-Test

Pre- and Post-Test

Lesson Plans and Power Points

Module 1, Lesson 1- Introduction to Financial Planning and Management
(DOC) | (PPT)

Module 2, Lesson 1- Wants/Needs and the SMART Goal Setting Process
(DOC) | (PPT)

Module 2, Lesson 2- Short, Intermediate and Long-Term Goals
(DOC) | (PPT)

Module 3, Lesson 1- Budgeting and Cash Flow
(DOC) | (PPT)

Module 3, Lesson 2- Pay Yourself First
(DOC) | (PPT)

Module 4, Lesson 1- Credit History Ratings
(DOC) | (PPT)

Module 4, Lesson 2- Loans and Interest
(DOC) | (PPT)

Module 4, Lesson 3- Credit Cards
(DOC) | (PPT)

Module 5, Lesson 1- Investment Basics
(DOC) | (PPT)

Module 6, Lesson 1- Taxes
(DOC) | (PPT)

Module 7, Lesson 1- Insurance
(DOC) | (PPT)