Basic Financial Skills

Life Skills Success BundleLife Skills Success Mini Bundle

Helping Young Adults Achieve Basic Financial Skills

The LifeSkills Curriculum will provide you or a young adult in your life with the necessary skills to plan for and maintain financial independence including building a budget, banking, taxes, insurance, and planning for the future. The program offers self-paced learning models including engaging video tutorials, efficient study guides with provided answer keys, and other helpful resources to ensure understanding, implementation, and adoption of the information provided. Learn more about outcomes by clicking on the accordion below.

Creating a Budget

When a student completes this module, they will be able to:

  • List four sources of income and causes of expenses
  • List the four walls
  • Explain what a budget is and why it is important
  • Create a budget
  • Optional: complete the Allocated Spending Form

 

Debt & Credit

When a student completes this module, they will be able to:

  • Define lending terms
  • Explain the two main types of loans
  • Calculate APR

 

Banking & Organization

When a student completes this module, they will be able to:

  • List at least four types of banking accounts
  • Complete writing a check
  • Complete a checking account reconciliation
  • Outline a filing format for important documents

 

Taxes

When a student completes this module, they will be able to:

  • List at least four types of taxes
  • List and describe at least four different tax documents
  • Complete the current years federal tax return documents

 

Insurance

When a student completes this module, they will be able to:

  • Define insurance and related terms
  • List and explain at least four different types of insurance coverage
  • Compare two levels of coverage for auto insurance

 

Investing

When a student completes this module, they will be able to:

  • List at least three types of investment options
  • Explain risk versus return
  • Explain three different fees associated with investing
  • Analyze one or more stocks for gains or losses

 

The Road to Financial Success

When a student completes this module, they will be able to:

  • List at least three types of investment options
  • Explain risk versus return
  • Explain three different fees associated with investing
  • Analyze one or more stocks for gains or losses

 

LIFE SKILLS SUCCESS MINI BUNDLES

$49 Each

CURRICULUM

Purchase a Bundle of modules specifically designed to meet the needs in the areas of Living, Working, Relationships, and Communication & Values.

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LIFE SKILLS SUCCESS BUNDLE

$399

ALL CURRICULUMS

You will receive the complete curriculum in Financial, Employment & Workplace, Interpersonal Relationships, Personal Care, and Home Care Skills.

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LIFE SKILLS SUCCESS BUNDLES FOR INSTITUTIONS

Schools, Employers, Churches, Etc.
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ENTERPRISE

Your organiation will receive the complete curriculum in Financial, Employment & Workplace, Interpersonal Relationships, Personal Care, and Home Care Skills.

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