The Education Credit Union, Inc.

Contact Person(s):Kathryn Allen
Telephone:937-328-2126
Fax:937-322-4253
E-mail:kallen@edu-cu.com
Website:www.edu-cu.com
Address

1427 West First Street

Springfield, Ohio 45504

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Goals/Mission Statement

The NEFE High School Financial Planning Program has been developed to alert, inform, and educate high school/middle school students about sound money management skills and financial planning process.

Instructional Objectives

  • The student will gain an understanding of all aspects of personal financial management.

OHIO Standards-Benchmarks

  • Economic (grade 11): Personal Finance 11, 12, 13, 14
    • 11) Explain why incomes will differ in the labor market depending on supply and demand for skills, abilities and education levels.
    • 12) Explain the role of individuals in the economy as producers, consumers, savers, workers and investors.
    • 13) Explain the consequences of the economic choices made by individuals and the tools which they use to manage their financial resources including budgets, savings, investments, credit and philanthropy.
    • 14) Describe how interest rates affect savers and borrowers.
  • Math: B 8, 9, 10 Apply mathematical knowledge and skills routinely in other content areas and practical situations.
  • Math: J 11 & 12 Apply mathematical modeling to workplace and consumer situations, including problem formulation, identification of solution within the model, and validation to original problem situation.
  • Technology: Analyze Technologically Responsible Citizenship (grades 6, 7 & 8) Discuss how new technologies have resulted from the demands, values and interests of individuals, businesses, industries, and societies.
  • Technology: C 1 (grade 7) Explain how the design and construction of structure for service or convenience have evolved from the development of techniques for measurement, controlling systems.

Materials Available for Teachers/Students

  • FREE - Financial Planning Program
  • Student Guides
  • Instructor's Manual - 10 classroom hours

Additional Information/Comments