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…learn & earn!




                                    ADULT FINANCIAL L ITERACY CURRICULUM

SESSION 1: FINANCIAL LITERACY FOR FINANCIAL FREEDOM
   £      FINANCIAL FREEDOM!
      $ What Is Financial Freedom?
      $ The Need to be Rich!
   £      FINANCIAL LITERACY & FINANCIAL INTELLIGENCE!
      $ What Is Financial Literacy & Financial Intelligence?
      $ Why Financial Literacy & Intelligence?
      $ Scope of Financial Literacy & Intelligence?
SESSION 2: FINANCIAL LITERACY-MONEY ACQUISITION
   £      EARNING MONEY
      $ Career Development
      $ Entrepreneurship
   £      BASIC ECONOMICS CONCEPTS & ECONOMIC INSTITTUTIONS
      $ Macro Economics & International Trade
      $ Micro Economics & Personal Finance
SESSION 3: FINANCIAL LITERACY-MONEY MANAGEMENT
   £      BUDGETING MY MONEY (The Ojijo 10% Budget Plan)
   £      SAVING & INVESTING MY MONEY (The Ojijo 8-The Eight Investment Vehicles)
   £      BORROWING & LENDING MONEY (Loans, Credit & Debt)
   £      TAXES & TAX PLANNING
   £      ESTATE PLANNING (Wills, Trusts, Powers of Attorney & Co-ownership of Property)
   £      EMERGENCY PLANNING
      $ Personal Insurance (Life & Health)
      $ Retirement Planning (Pension Funds)
      $ Children Education Plans
SESSION 4: FINANCIAL LITERACY-MONEY USE
   £      SPENDING MONEY (The Ojijo 10% Budget Plan)
      $ Charity
      $ Rent (+Home Insurance)
      $ Saving to Invest
      $ Emergency
      $ Entertainment
      $ Education (+Educational Plan)
      $ Food and Kitchen
      $ Transport (+Vehicle Insurance)
      $ Clothes and Personal Hygiene
      $ Household Items



                                 Regional Investor Education Centre (RIEC), InformedInvestors
                                    Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan
                              E info@informedinvestors.org |W http://www.informedinvestors.org/
                            T 048 666 05 15| M 0701 100 059/0700 313257/0776100059/0774940115
 A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala

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Curriculum adult financial literacy

  • 1. …learn & earn! ADULT FINANCIAL L ITERACY CURRICULUM SESSION 1: FINANCIAL LITERACY FOR FINANCIAL FREEDOM £ FINANCIAL FREEDOM! $ What Is Financial Freedom? $ The Need to be Rich! £ FINANCIAL LITERACY & FINANCIAL INTELLIGENCE! $ What Is Financial Literacy & Financial Intelligence? $ Why Financial Literacy & Intelligence? $ Scope of Financial Literacy & Intelligence? SESSION 2: FINANCIAL LITERACY-MONEY ACQUISITION £ EARNING MONEY $ Career Development $ Entrepreneurship £ BASIC ECONOMICS CONCEPTS & ECONOMIC INSTITTUTIONS $ Macro Economics & International Trade $ Micro Economics & Personal Finance SESSION 3: FINANCIAL LITERACY-MONEY MANAGEMENT £ BUDGETING MY MONEY (The Ojijo 10% Budget Plan) £ SAVING & INVESTING MY MONEY (The Ojijo 8-The Eight Investment Vehicles) £ BORROWING & LENDING MONEY (Loans, Credit & Debt) £ TAXES & TAX PLANNING £ ESTATE PLANNING (Wills, Trusts, Powers of Attorney & Co-ownership of Property) £ EMERGENCY PLANNING $ Personal Insurance (Life & Health) $ Retirement Planning (Pension Funds) $ Children Education Plans SESSION 4: FINANCIAL LITERACY-MONEY USE £ SPENDING MONEY (The Ojijo 10% Budget Plan) $ Charity $ Rent (+Home Insurance) $ Saving to Invest $ Emergency $ Entertainment $ Education (+Educational Plan) $ Food and Kitchen $ Transport (+Vehicle Insurance) $ Clothes and Personal Hygiene $ Household Items Regional Investor Education Centre (RIEC), InformedInvestors Kenya| Uganda|Tanzania|Rwanda|Burundi|South Sudan E info@informedinvestors.org |W http://www.informedinvestors.org/ T 048 666 05 15| M 0701 100 059/0700 313257/0776100059/0774940115 A P.O. Box 4657 | Plot 110, Sekanyolya Rd. Off. Col. Muamar Gaddafu Rd. | Makerere Kivulu (Opp. Wandegeya Flats), Kampala