Course Title: Introduction to Personal Budgeting and Money Management
More for your Money
Tutor: Richard Price
Awarding Body (if applicable) NOCN Step Up
Room:
Date
09/01/12
Week
No
1
Topic Area
Key Activities
Learning Outcomes
First Contact
Complete First
Contact Form
Explain Course
contact
Improved
motivation and
reassurance
Understand what is
meant by income and
expenditure
Keep a personal
record of personal
income and
expenditure
Recognise the
problems of coping
on a limited budget
Give examples of
income and
expenditure
Make a personalised
budget
What is a “budget”?
List income and
outgoings
List problems coping
on a limited budget
List “needs” and
“wants”
Awareness of
issues and
possible
strategies/
priorities
Share “good
ideas” for
budgeting
16/01/12
2
23/01/12
3
30/01/12
4
Understand the term
“value for money”
Give examples of
“value for money”
06/02/12
5
Complete a
cheque/Postal order
Fill in a
cheque/Postal Order
Awareness of
outgoings against
money coming in
Ability to complete
cheque form
Dates
From: 09/01 To:30/03
Duration (weeks): 12
(to be used in conjunction with
corresponding lesson plans)
Resources
Differentiation
Crisis paperwork
Course outline
Support with
completing
paperwork
Flipchart
List examples
Hands-on realia
eg veg from
market and from
Supermarket
Examples of
cheques
Support to
write down
good ideas
Individual
support
13/02/12
6
Recognise the key
information on a
receipt and pay slip
Identify key items on
a receipt/pay slip/bill/
financial documents
Full knowledge of
key information –
subtotals, totals
Examples of bank Understanding
statements/
of individual
Receipts/bills
receipts for
personal use
20/02/12
7
Understand what
saving means
Encouragement to
start saving
Details of saving
accounts from
banks/PO etc
Individual
savings plan
27/02/12
8
Produce a simple
budget plan
State what saving
means
Give two examples of
saving schemes
How could make
savings?
Produce a simple and
realistic personal
budget for the future
Keep a record of
personal spending
Produce a budget
and use it
everyday
Outlines of
budgets
Individual
budget plan
tailored to
individuals
05/03/12
9
Accessing and
Managing a bank a/c
List different types of
bank accounts
Decide which a/c
would suit needs
Advertising from
banks/financial
institutions
Help
understanding
official
documentation
/terms
12/03/12
10
Understanding and
accessing benefits
Access
government
website/Jobcentre
Benefit Agency
19/03/12
11
Complete folders