PERSONAL FINANCE - 2014-15 MASTER SCHEDULE
MONDAY
TUESDAY
8/18
THE FINANCIAL
PLANNING PROCESS
6 DAY UNIT
Assigned Reading:
PFIN2 - Ch. 1
pp. 3-22
25
WEDNESDAY
FRIDAY
20
21
22
Cost of Living Project
Work Day
26
CH. 1 APLIA DUE
25 POINTS
27
FINANCIAL
STATEMENTS & PLANS
5 DAY UNIT
28
Assign Income
Statement & Balance
Sheet Presentation &
Projects
3 Groups Needed
29
Cost of Living Project
Work Day
CODE OF CONDUCT
DUE/PHOTO RELEASE
DONATION DUE
APLIA DUE
4
CH. 2 APLIA DUE
25 POINTS
5
Income Statements &
Balance Sheet
Presentation
25 POINTS
11
12
18
Cash & Savings Group
Project Creation Day
3 Groups Needed
CH. 4 APLIA DUE
25 POINTS
19
CREDIT
6 DAY UNIT
9/1
NO SCHOOL
2
8
COST OF LIVING
PROJECT DUE
50 POINTS
9
CH. 1 & 2 EXAM
150 POINTS
15
THURSDAY
19
16
Assigned Reading:
PFIN2 - Ch. 2
pp. 25-44
3
10
MANAGING YOUR
CASH & SAVINGS
5 DAY UNIT
Assigned Reading:
PFIN2 - Ch. 4
pp. 71-90
17
Cash & Savings Group
Project Creation Day
3 Groups Needed
22
Bank Reconciliation
Presentation
25 POINTS
23
24
25
29
30
Credit Group Project
Creation Day
4 Groups Needed
10/1
Credit Group Project
Creation Day
4 Groups Needed
CH. 6 APLIA DUE
25 POINTS
2
CONSUMER LOANS
6 DAY UNIT
Assigned Reading:
PFIN2 - Ch. 7
pp. 146-164
Assigned Reading:
PFIN2 -Ch. 6
pp. 123-143
26
3
6
Credit Presentation
25 POINTS
7
8
9
10
CH. 7 APLIA DUE 10/11
25 POINTS
13
CH. 4, 6 & 7 EXAM
150 POINTS
14
Amortization Schedule
Group Project Creation
Day
4 Groups Needed
15
Amortization Schedule
Group Project Creation
Day
4 Groups Needed
16
BUYING MY FIRST
VEHICLE
9 DAY UNIT
17
20
Amortization
Presentation
25 POINTS
21
22
END OF 1ST 9 WEEKS
Assigned Reading:
PFIN2 - Ch. 5
pp. 93-100
23
NO SCHOOL
27
BEGIN 2ND 9 WEEKS
Car Project
Spreadsheet
Presentation
28
Car Project
Spreadsheet
Presentation
29
30
31
11/3
BUYING MY FIRST
VEHICLE EXAM
100 POINTS
4
Book Study Group
Selection Day
5
BUYING A HOME
13 DAY UNIT
6
7
Assigned Reading:
PFIN2 - Ch. 5
pp. 101-118
12
NY Trip
13
NY Trip
14
NY Trip
Home Unit Research
Day
Home Unit Research
Day
Home Unit Research
Day
19
20
CH. 5 APLIA DUE
25 POINTS
21
Cash Flow for Kids
Game
10
NEW CAR PROJECT
DUE
100 POINTS
11
17
18
24
NO SCHOOL
Group Book Selections
Due Today
10 POINTS
24
NO SCHOOL
25
NO SCHOOL
26
NO SCHOOL
27
NO SCHOOL
28
NO SCHOOL
12/1
2
BUYING A HOME
EXAM
100 POINTS
3
PREPARING YOUR
TAXES
6 DAY UNIT
4
5
8
HOME PROJECTS DUE
100 POINTS
9
15
16
Assigned Reading:
PFIN2 - Ch. 3
pp. 47-67
10
CH. 3 APLIE DUE
25 POINTS
17
BLOG 1 DUE
10 POINTS
11
PREPARING YOUR
TAXES EXAM
100 POINTS
12
IRS VITA TRAINING
25 DAY UNIT
18
19
BLOG 2 DUE
10 POINTS
22
NO SCHOOL
23
NO SCHOOL
24
NO SCHOOL
25
NO SCHOOL
26
NO SCHOOL
29
NO SCHOOL
30
NO SCHOOL
31
NO SCHOOL
1/1
NO SCHOOL
2
NO SCHOOL
5
6
7
8
9
IRS ETHICS EXAM DUE
10 POINTS
12
13
SEMESTER EXAM
14
SEMESTER EXAM
15
END OF SEMESTER 1
SEMESTER EXAM
BLOG 3 DUE
10 POINTS
16
NO SCHOOL
19
NO SCHOOL
20
BEGIN 3RD 9 WEEKS
21
22
TAX RETURN QUIZ 1
15 POINTS – ALL OR
NOTHING
23
IRS BASIC EXAM DUE
75 POINTS
26
27
28
29
TAX RETURN QUIZ 2
15 POINTS – ALL OR
NOTHING
30
Visa Super Bowl
Challenge
BLOG 4 DUE
10 POINTS
2/2
3
4
5
6
IRS INTERMEDIATE
EXAM DUE
75 POINTS
TAX RETURN QUIZ 3
15 POINTS – ALL OR
NOTHING
9
VITA SITE OPENS
EDUCATION FUNDING
9 DAY UNIT
*Funding Model &
Questionnaire: Begin
with the End in Mind
16
NO SCHOOL
23
Education Funding
Project Team Day
3/2
10
Coverdell ESA & 529
Investment & Prepaid
Plans
11
529 Plans Continued
12
Education Loans &
Grants
13
BLOG 5 DUE
10 POINTS
TAX RETURN QUIZ 4
15 POINTS – ALL OR
NOTHING
17
FASFA & Placing Assets
in the Child’s Name
24
MUTUAL FUNDS, REAL
ESTATE & INVESTMENT
PLANNING
12 DAY UNIT
Assigned Reading:
PFIN2 - Ch. 13
pp. 290-310
3
18
Trusts
25
4
Assigned Reading:
PFIN2 - Ch. 11
pp. 235-260
19
CLIENT
QUESTIONNAIRE DUE
10 POINTS
Reading Day: Selected
Articles on Education
Funding
26
5
CH. 13 APLIE DUE
25 POINTS
20
Education Funding
Project Team Day
TAX RETURN 1 DUE
30 POINTS
27
BLOG 6 DUE
10 POINTS
6
TAX RETURN 2 DUE
30 POINTS
9
EDUCATION FUNDING
PROJECT DUE
125 POINTS
16
Investments Magazine
Work Day
10
17
CH. 11 & 13 EXAM
150 POINTS
11
18
TAX RETURN 3 DUE
30 POINTS
12
Investments Magazine
Work Day
19
END OF 3RD 9 WEEKS
Investments Magazine
Work Day
13
Investments Magazine
Work Day
BLOG 7 DUE
10 POINTS
CH. 11 APLIE DUE 3/15
25 POINTS
20
NO SCHOOL
Investments Magazine
Work Day – students
work separately
23
NO SCHOOL
24
NO SCHOOL
25
NO SCHOOL
26
NO SCHOOL
27
NO SCHOOL
30
BEGIN 4TH 9 WEEKS
RETIREMENT
PLANNING
10 DAY UNIT
31
Distribute Internship
Parent Letter, Packets
4/1
2
3
7
TAX RETURN 4 DUE
30 POINTS
8
9
10
CH. 14 APLIA DUE 4/11
25 POINTS
Assigned Reading:
PFIN2 - Ch. 14
pp. 315-333
6
INVESTMENTS
MAGAZINE DUE
100 POINTS
BLOG 8 DUE
10 POINTS
13
RETIREMENT
PLANNING EXAM
100 POINTS
20
Retirement Planning
Presentation
14
Retirement Planning
Project Creation Day
4 Groups Needed
21
15
Retirement Planning
Project Creation Day
4 Groups Needed
TAX RETURN 5 DUE
30 POINTS
22
16
LIFE INSURANCE
7 DAY UNIT
17
Assigned Reading:
PFIN2 - Ch. 8
pp. 169-188
23
24
FINAL BLOG DUE
10 POINTS
27
CH. 8 APLIE DUE
25 POINTS
28
ESTATE PLANNING
7 DAY UNIT
29
30
5/1
6
7
ENG. LIT. & COMP,
JAPANESE, LATIN
VERGIL
8
GERMAN, US
HISTORY, EUROPEAN
HISTORY
14
MACRO &
MICROECONOMICS
15
Group Presentation
Work Day
Assigned Reading:
PFIN2 - Ch. 15
pp. 336-356
4
AP EXAMS BEGIN
CHEMISTRY, ENV.
SCIENCE,
PYSCHOLOGY
5
COMP. SC., SPANISH,
ART HISTORY
11
BIOLOGY, MUSIC
THEORY, PHYSICS
12
GOVERNMENT,
FRENCH
APLIA WILL NOT BE
REQUIRED BUT
INSTEAD BE OPEN FOR
PRACTICE SO THAT
EVERYONE CAN
REVIEW THE
CONCEPTS
19
Group Presentation
Work Day
18
Group Presentation
Work Day
CALC AB, CALC BC,
AND CHINESE
13
ENG. LANG.,
STATISTICS
LIFE INSURANCE &
ESTATE PLANNING
EXAM
100 POINTS
20
Group Presentation
Work Day – students
work separately
21
Group Presentation
Work Day
22
BOOK
PRESENTATIONS
1&2
100 POINTS
DISTRIBUTE FINAL
EXAM STUDY GUIDE
25
NO SCHOOL
26
BOOK
PRESENTATIONS
3&4
100 POINTS
27
BOOK
PRESENTATIONS
5&6
100 POINTS
28
BOOK
PRESENTATIONS
7&8
100 POINTS
29
BOOK
PRESENTATIONS
9 & 10
100 POINTS
6/1
FINAL EXAM
SUMMER INTERNSHIP
& AP ECON MEETING
AFTER SCHOOL
2
FINAL EXAM
3
LAST DAY OF SCHOOL
FINAL EXAM
4
POST PLANNING
5
POST PLANNING
$.A.V.E.$ - 27
PLANNED DAYS
DURING THE YEAR
WHERE THE
STUDENTS WILL
WORK DIRECTLY
TOGETHER
Summer Internship
Hours Can Now Be
Counted – 150 Hours
Needed by Aug. 1,
2015