Rocky River High School
Wealth Management Course Syllabus
Mr McLaughlin
(440) 356-6800
Mclaughlin.matthew@rrcs.org
http://www.rrcs.org/MatthewMcLaughlin.aspx
Synopsis
Wealth Management is designed for students who want to become financially savvy individuals.
In this course, we will learn the fundamentals of money management. Students will analyze the
basics of financial documents, savings, investing, budgeting, spending, insurances, and credit to
name a few. Students will also participate in the Ohio Stock Market Game where classroom
concepts can be applied in an interactive simulation.
Students will be exposed to a variety of informational resources, such as: Ramsey’s Foundations
in Personal Finance, The National Endowment for Financial Education (NEFE), Lakeshore
Community Credit Union Making the Right Money Moves, and The National Council on
Insurance.
Grading Policy
Grades are based primarily on completion of assignments. Weekly goals must be set and successful
completion of those goals will be rewarded. Quality and quantity of computer work completed are
both essential. This course is project based and graded accordingly.
Homework Policy
There will be outside assignments. Students will need to participate in surveys, interviews, and other
marketing techniques to help understand marketing concepts. It is essential that you start early on
assignments and turn them in on time. Timing is essential in marketing!
Materials / Supplies / Textbook Policy
You will need a 3-ring binder to keep handouts and create your own personal finance portfolio,
samples of your best work, business reports, and Finance Plan. You will also need a notebook.
Make-up Policy
Make-up is only available for excused absences. Please be sure to communicate about sickness or
extended leaves. This is a student responsibility, NOT the instructors.
Extra Credit Policy
Extra credit is available on request for special circumstances. The business department encourages
individual reading of business-related books and magazine articles. A book list is available and extra
credit is given for written book reports or other assignments mutually agreed upon by student and
me.
Introduction:
Economic Review
Career Decisions
Goal Setting
Chapter 1: Savings
DAY VIDEO PART CLASSROOM ACTIVITY
VIDEO: Dave’s Personal Testimony VIDEO: Orientation TEST: Financial pre-test
Part 1 WORKBOOK: Before you Begin ACTIVITY: Clay’s Candy Bar Madness
Part 2 ACTIVITY: Savings by Nation ACTIVITY: Live from Financial Peace Plaza
Part 3 ACTIVITY: Impact of Daily Decisions
Part 4 ACTIVITY: Rate of Return
ACTIVITY: Financial Calculators WORKBOOK: Money in Review
TEST: Chapter 1 Test BONUS VIDEO: “Setting Goals That Work”
Chapter 2: Investment Options
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 and Part 3 ACTIVITY: Venn Diagram
Part 4 ACTIVITY: Reading a Prospectus
Part 5 ACTIVITY: Investment Scavenger Hunt
Part 6 WORKBOOK: Money in Review
ACTIVITY: Investments Examined
ACTIVITY: Investments Compared
ACTIVITY: Name That Investment
TEST: Chapter 2 Test BONUS VIDEO: “Leadership Skills”
Chapter 3: Wealth Building and College Savings
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 ACTIVITY: Roth IRA and 401(k)
Part 3 ACTIVITY: Wealth Building Pyramid
Part 4 ACTIVITY: Rule of 72
Part 5 ACTIVITY: Monthly Retirement Planning
WORKBOOK: Money in Review
ACTIVITY: Funding 401(k) and Roth IRAs
TEST: Chapter 3 Test BONUS VIDEO: “Preparing for College”
Chapter 4: Dangers of Debt
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 and Part 3 ACTIVITY: Rent to Own
ACTIVITY: Research Activity
Part 4
Part 5 ACTIVITY: True Cost of Ownership
Part 6 ACTIVITY: Making the Minimum
Part 7 ACTIVITY: Hidden Costs of Credit
Part 8 ACTIVITY: The Debt Snowball
BONUS VIDEO: “Drive Free, Build Wealth” ACTIVITY: Drive Free
WORKBOOK: Money in Review ACTIVITY: Persuasive Writing
TEST: Chapter 4 Test
Chapter 5: Consumer Awareness
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin ACTIVITY: Commercial Viewer
Part 2 ACTIVITY: 0% for 24 Months
Part 3 ACTIVITY: Advertising Awareness
Part 4 and Part 5 ACTIVITY: Opportunity Cost
4WORKBOOK: Money in Review
ACTIVITY: Marketing Madness
TEST: Chapter 5 Test BONUS VIDEO: “Warnings for College”
Chapter 6: Credit Bureaus and Collection Practices
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 ACTIVITY: Reading a Credit Report
Part 3 ACTIVITY: Avoiding On-Line Fraud
Part 4 ACTIVITY: Research Project
Part 5 ACTIVITY: Investigate and Report Scams
Part 6 ACTIVITY: Pro Rata Debts WORKBOOK: Money in Review
TEST: Chapter 6 Test BONUS VIDEO: “Credit Score and Employment”
Chapter 7: Budgeting 101
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin ACTIVITY: Family Feud
Part 2 BONUS VIDE: “Balancing your Checkbook”
Part 3 ACTIVITY: Balancing Your Checkbook
Part 4 ACTIVITY: How to Write a Check
Part 5 ACTIVITY: Student Budget
Part 6 ACTIVITY: Consumer Equity
WORKBOOK: Money in Review
TEST: Chapter 7 Test
Chapter 8: Bargain Shopping
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 and Part 3 ACTIVITY: Computing Discounts
Part 4 ACTIVITY: Seven Basics of Negotiating ACTIVITY: Food For Thought
Part 5 ACTIVITY: Double Discounts WORKBOOK: Money in Review
ACTIVITY: Bargain Shopping
TEST: Chapter 8 Test BONUS VIDEO: “Buying Your First Car”
Chapter 9: Relating with Money
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin ACTIVITY: Back Then
Part 2 and Part 3 ACTIVITY: Time Budget ACTIVITY: Further Reading
Part 4 ACTIVITY: Creative Debating
Part 5 WORKBOOK: Money in Review ACTIVITY: Travel Agent
TEST: Chapter 9 Test BONUS VIDEO “Time Management”
Chapter 10: Career Choices and Employment Taxes
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin
Part 2 ACTIVITY: Researching Careers
Part 3 ACTIVITY: The Interview ACTIVITY: Careers and Personality Traits
Part 4 ACTIVITY: Real World Taxes ACTIVITY: FORM W-4
WORKBOOK: Money in Review ACTIVITY: Resumes and Cover Letters
TEST: Chapter 10 Test BONUS VIDEO: “First Years of College”
Chapter 11: Ins and Outs of Insurance
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 WORKBOOK: Before you Begin ACTIVITY: Comparing Rates
Part 2 ACTIVITY: Understanding Renter’s Insurance
Part 3 ACTIVITY: Health Plan Overview
Part 4 ACTIVITY: Comparing Insurance
Part 5 ACTIVITY: Presenting Risk
Part 6 WORKBOOK: Money in Review
TEST: Chapter 11 Test BONUS VIDEO: “Insurance for Students”
Chapter 12: Real Estate and Mortgages
DAY VIDEO PART CLASSROOM ACTIVITY
Part 1 and Part 2 WORKBOOK: Before you Begin
Part 3 ACTIVITY: Rentals ACTIVITY: Real Estate Listings
Part 4 ACTIVITY: Calculate New Payment
Part 5 BONUS VIDEO: “15 vs. 30 yr Mortgage” ACTIVITY: Mortgage Math
ACTIVITY: Understanding a Lease WORKBOOK: Money in Review
TEST: Chapter 12 Test
End of Course
DAY VIDEO PART CLASSROOM ACTIVITY
Review for Exam
TEST: Financial Post-Test
TEST: Final Exam
Rocky River High School
Wealth Management Course Syllabus
Mr. McLaughlin
(440) 356-6800
Mclaughlin.matthew@rrcs.org
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