Class:  Personal Finance

Tutor:  Beth Lundy           Phone:  (615)904-9097

Email:  BBLundy@comcast.net

Primary Text:  NEFE High School Financial Planning Program – The text will be provided by the instructor.

Publisher:  This is a new program, offered by the State of TN and developed in cooperation with the National Endowment for Financial Education.  This curriculum does meet state and national standards.

Required:  Calculator, email account that is regularly used.  (Recommended, but not required:  Savings and/or checking account for the student)

Other:  Instructor may supplement with a variety of materials.

Yearly Tuition:  $144 (semester)      Copy Fees:  $15

(At this rate, I must have a minimum of 6 students)

Class Overview:

This course is for one semester and will meet state standards for the new ½ credit graduation requirement for 2013 graduates. This course will cover topics such as financial planning; budgeting; saving and investing; understanding the various aspects of credit and insurance; and analysis of employer benefit packages as well as payroll deductions.  When available, guest speakers will discuss some of the above areas.

Course Objectives:

1. To educate students about sound money management skills and the financial planning process.
2. To help teens begin to develop positive behaviors which are necessary to attaining financial maturity and achieving a secure future.

Pre-requisites:

This class is recommended for students in the 9^th grade or higher.

Estimated difficulty level of course for the average student:  Average

Average study time for this course:  Approximately 2 hours per week.

Tutor Expectations for Parents:  Parents should discuss weekly assignments and make certain the student has completed the required work.  It is critical to the nature of the class that the student is completing the assignments in the desired timeframe--else class participation is extremely limited and the course less beneficial.