…learn & earn!




                                    CHILDREN FINANCIAL L ITERACY CURRICULUM

FINANCIAL INTELLIGENCE & FINANCIAL LITERACY
   ÂĄ Why Financial Intelligence?
   ÂĄ Principles of Teaching Financial Intelligence to My Child!
GOALS FOR CHILDREN AGE 4-6

GOAL 1: MONEY RECOGNITION
  ÂĄ What is Money?
  ÂĄ Recognizing Money
  ÂĄ Recognizing Value of Money
  ÂĄ Combination of Money

GOALS FOR CHILDREN AGE 7-10

GOAL 2: ALLOWANCE
  ÂĄ What Is Allowance?
  ÂĄ Why an Allowance
  ÂĄ How to Run an Allowance Program
GOALS 3: SAVINGS
  ÂĄ What Is Savings?
  ÂĄ Why Save?
  ÂĄ How to Save

GOALS FOR CHILDREN AGE 11-12

GOAL4: DREAMING & GOAL SETTING!
  ÂĄ What Is A Dream?
  ÂĄ What Is A Goal?
  ÂĄ Why Set Goals?
  ÂĄ Setting and Achieving Goals!
GOAL5: GIVING TO CHARITY
  ÂĄ What Is Philanthropy?
  ÂĄ Why Philanthropy
  ÂĄ Guidelines for Donations
GOAL 6: SHOPPING WISELY!
  ÂĄ What is Wise Shopping?
  ÂĄ Why Shop Wisely?
  ÂĄ How to Shop Wisely




                                  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
…learn & earn!

GOALS FOR CHILDREN AGE 13-15

GOAL 7: THE NEED TO BE RICH!
  ÂĄ What Is Being Rich?
  ÂĄ Why Be Rich?
  ÂĄ Principles of Being Rich!
  ÂĄ The Six Ways of Acquiring Money!
GOAL 8: CREATING MONEY- CAREER DEVELOPMENT!
  ÂĄ What Is A Career?
  ÂĄ Why Build My Career?
  ÂĄ How Can My Child Build His Career
  ÂĄ Principles of My Child Working for Money
GOAL 9: CREATING MONEY - ENTREPRENEURSHIP
  ÂĄ What Is Entrepreneurship?
  ÂĄ Why Entrepreneurship?
  ÂĄ How Does My Child Become an Entrepreneur?
  ÂĄ Ways for My Child to Make Money
GOAL 10: BUDGETING! (The Ojijo 10% Budget Plan)
  ÂĄ What Is Budgeting?
  ÂĄ Why Budget?
  ÂĄ Teaching My Child to Budget!
GOAL 11: BORROWING & LENDING MONEY (Debt, Credit & Loans)
  ÂĄ What Is Credit / Loan?
  ÂĄ Why Teach Credit and Loans?
  ÂĄ Teaching Credit
GOAL 12: INVESTING (The Ojijo 8-The Eight Investment Vehicles)
  ÂĄ What Is Investing?
  ÂĄ Why Bother Investing?
  ÂĄ Basics of Investing

GOALS FOR CHILDREN AGE 16-18

GOAL13: INSURANCE
  ÂĄ What is Insurance?
  ÂĄ Why is Insurance Needed?
  ÂĄ Types of Insurance: Property, Liability, and Personal
GOAL 14: PENSIONS
  ÂĄ What Is Pension?
  ÂĄ Why Pension?
  ÂĄ Understanding Social Security
GOAL15: ESTATE PLANNING (Wills, Trusts, Powers of Attorney & Co-ownership of Property)
  ÂĄ What is Estate Planning?
  ÂĄ Why Estate Planning?
  ÂĄ Estate Planning Devices
GOAL 16: TAXES & TAX PLANNING
  ÂĄ What Is Tax?
  ÂĄ Understanding Taxes
  ÂĄ What is Tax Planning?
  ÂĄ Why Tax Planning?
  ÂĄ Tax Planning Approaches
GOAL 17: ELEMENTARY ECONOMICS & ECONOMIC INSTITUTIONS
  ÂĄ What Is Economics?
  ÂĄ Why Understand Economics?
  ÂĄ Macroeconomics & International Trade
  ÂĄ Microeconomics & Personal Finances


                                  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

Curriculum children financial literacy

  • 1.
    …learn & earn! CHILDREN FINANCIAL L ITERACY CURRICULUM FINANCIAL INTELLIGENCE & FINANCIAL LITERACY ¥ Why Financial Intelligence? ¥ Principles of Teaching Financial Intelligence to My Child! GOALS FOR CHILDREN AGE 4-6 GOAL 1: MONEY RECOGNITION ¥ What is Money? ¥ Recognizing Money ¥ Recognizing Value of Money ¥ Combination of Money GOALS FOR CHILDREN AGE 7-10 GOAL 2: ALLOWANCE ¥ What Is Allowance? ¥ Why an Allowance ¥ How to Run an Allowance Program GOALS 3: SAVINGS ¥ What Is Savings? ¥ Why Save? ¥ How to Save GOALS FOR CHILDREN AGE 11-12 GOAL4: DREAMING & GOAL SETTING! ¥ What Is A Dream? ¥ What Is A Goal? ¥ Why Set Goals? ¥ Setting and Achieving Goals! GOAL5: GIVING TO CHARITY ¥ What Is Philanthropy? ¥ Why Philanthropy ¥ Guidelines for Donations GOAL 6: SHOPPING WISELY! ¥ What is Wise Shopping? ¥ Why Shop Wisely? ¥ How to Shop Wisely 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
  • 2.
    …learn & earn! GOALSFOR CHILDREN AGE 13-15 GOAL 7: THE NEED TO BE RICH! ¥ What Is Being Rich? ¥ Why Be Rich? ¥ Principles of Being Rich! ¥ The Six Ways of Acquiring Money! GOAL 8: CREATING MONEY- CAREER DEVELOPMENT! ¥ What Is A Career? ¥ Why Build My Career? ¥ How Can My Child Build His Career ¥ Principles of My Child Working for Money GOAL 9: CREATING MONEY - ENTREPRENEURSHIP ¥ What Is Entrepreneurship? ¥ Why Entrepreneurship? ¥ How Does My Child Become an Entrepreneur? ¥ Ways for My Child to Make Money GOAL 10: BUDGETING! (The Ojijo 10% Budget Plan) ¥ What Is Budgeting? ¥ Why Budget? ¥ Teaching My Child to Budget! GOAL 11: BORROWING & LENDING MONEY (Debt, Credit & Loans) ¥ What Is Credit / Loan? ¥ Why Teach Credit and Loans? ¥ Teaching Credit GOAL 12: INVESTING (The Ojijo 8-The Eight Investment Vehicles) ¥ What Is Investing? ¥ Why Bother Investing? ¥ Basics of Investing GOALS FOR CHILDREN AGE 16-18 GOAL13: INSURANCE ¥ What is Insurance? ¥ Why is Insurance Needed? ¥ Types of Insurance: Property, Liability, and Personal GOAL 14: PENSIONS ¥ What Is Pension? ¥ Why Pension? ¥ Understanding Social Security GOAL15: ESTATE PLANNING (Wills, Trusts, Powers of Attorney & Co-ownership of Property) ¥ What is Estate Planning? ¥ Why Estate Planning? ¥ Estate Planning Devices GOAL 16: TAXES & TAX PLANNING ¥ What Is Tax? ¥ Understanding Taxes ¥ What is Tax Planning? ¥ Why Tax Planning? ¥ Tax Planning Approaches GOAL 17: ELEMENTARY ECONOMICS & ECONOMIC INSTITUTIONS ¥ What Is Economics? ¥ Why Understand Economics? ¥ Macroeconomics & International Trade ¥ Microeconomics & Personal Finances 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