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learn & earn!




                                    CHILDREN FINANCIAL L ITERACY CURRICULUM

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

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

GOALS FOR CHILDREN AGE 7-10

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

GOALS FOR CHILDREN AGE 11-12

GOAL4: DREAMING & GOAL SETTING!
  促 What Is A Dream?
  促 What Is A Goal?
  促 Why Set Goals?
  促 Setting and Achieving Goals!
GOAL5: GIVING TO CHARITY
  促 What Is Philanthropy?
  促 Why Philanthropy
  促 Guidelines for Donations
GOAL 6: SHOPPING WISELY!
  促 What is Wise Shopping?
  促 Why Shop Wisely?
  促 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!
  促 What Is Being Rich?
  促 Why Be Rich?
  促 Principles of Being Rich!
  促 The Six Ways of Acquiring Money!
GOAL 8: CREATING MONEY- CAREER DEVELOPMENT!
  促 What Is A Career?
  促 Why Build My Career?
  促 How Can My Child Build His Career
  促 Principles of My Child Working for Money
GOAL 9: CREATING MONEY - ENTREPRENEURSHIP
  促 What Is Entrepreneurship?
  促 Why Entrepreneurship?
  促 How Does My Child Become an Entrepreneur?
  促 Ways for My Child to Make Money
GOAL 10: BUDGETING! (The Ojijo 10% Budget Plan)
  促 What Is Budgeting?
  促 Why Budget?
  促 Teaching My Child to Budget!
GOAL 11: BORROWING & LENDING MONEY (Debt, Credit & Loans)
  促 What Is Credit / Loan?
  促 Why Teach Credit and Loans?
  促 Teaching Credit
GOAL 12: INVESTING (The Ojijo 8-The Eight Investment Vehicles)
  促 What Is Investing?
  促 Why Bother Investing?
  促 Basics of Investing

GOALS FOR CHILDREN AGE 16-18

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

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Curriculum children financial literacy

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