(24 Hours) This comprehensive course will provide an overview of financial literacy and provide tools you can use to help you build a plan for your own personal financial fulfillment if you choose to do so.
It will provide an overview of the most important elements and considerations that go into putting together a financial game plan and building a financially literate mindset. You will come away with an understanding of the whole picture of financial literacy, important vocabulary, how to build and execute a plan, money management, investing, budgeting, debt reduction, tricks to get you through pitfalls, and show you how to build a structured long-term financial plan as your first step. You will also come away with advice on how to really dig into the details with further study if you choose to do so.
What You Will Learn:
What financial literacy is, its key elements, and its methods and tools for success
Why it matters, particularly for the overall wellness of teachers and educators
The importance of financial intelligence when it comes to financial literacy, and how improving both financial intelligence and literacy can help you create a life-long plan for abundance, security, and freedom
The skillsets and important tools of the financially literate, including budgeting, investing, debt reduction, and reducing risk
How to build a long-term financial success plan
Course includes 20 high-quality tools, templates, & resources.
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$60
Includes One year of Course Access, Fully Self-Paced & Online.
Financial literacy is the ability to use financial skills and knowledge to make informed decisions about money. It includes understanding how to budget, spend, save, and invest. In this course, we will dig into all of these core concepts of financial literacy, plus review some of the key factors that you can evaluate about your own thoughts, personality, and particular situation to help you build a plan that will work for you.
This course will provide teachers with the key components of financial literacy, including personal risk/reward assessment, budgeting, debt reduction, and investment strategies, as well as tips to get started on a path to financial wellness. Specifically designed for the needs of teachers, participants will receive multiple tools and planning documents to help build a long-term financial success game plan if they choose to do so. The course will begin by introducing the concept of financial literacy and explaining why it is crucial to the well-being and productivity of teachers and educators. The course will then explore the differences between financial intelligence and financial literacy, and why improving your financial intelligence is crucial to understanding your personal goals, needs, and wants.
The course will then help teachers evaluate their monthly cash flow through budgeting and provide strategies and tips to help reduce or eliminate debt. Participants will then learn about wealth building through investment strategies, including the various tools they may uniquely have access to as teachers. The course will also cover topics related to wealth preservation and protection. After the course, participants will have developed a long-term financial game plan and acquired the knowledge and tools to implement it, if they choose.
Course Objectives:
Define financial literacy and its key elements
Evaluate figures of teachers vs. other professions and how teachers may be able to take advantage of their chosen career to gain a financial advantage
Analyze the idea of wealth from a macroeconomic perspective
How to build a plan for budgeting and debt reduction, as well as other areas to grow assets and minimize risk
Analyze the different investment strategies and vehicles most relevant to teachers
Analyze various wealth protection strategies, including insurance and protection against inflation and fraud.
Course Guiding Question:
How can I manage my monthly expenses using a budget, save more for my goals, and begin to pay off debt? Also, how can I have my saved money work for me to earn passive income through investing, and how do I limit risk to my financial plans?
Professional Development Credits
At the conclusion of the course, you will receive a certificate for 24 Professional Development Hours (Clock Hours, CPEs).
Model Teaching Professional Development Courses are pre-approved in many states, and we provide easy approval forms to submit to your license-granting authority if required.
If you are a teacher seeking license renewal and wish to verify acceptance of our Professional Development Courses, please view our PD STATE REQUIREMENTS PAGE to learn more about your state’s requirements.
Also, consider taking our UNIVERSITY-PARTNERED, ACADEMIC CREDIT COURSES to earn regionally accredited units or credits, accepted by most states for teacher re-licensing and salary advancement.
Approval Information About This Course for Teaching License Renewal & Continuing Education
Model Teaching has helped thousands of teachers across the country meet their relicensing requirements.
This course is Pre-Approved in the following states for License Renewal and Continuing education:
Texas – CPE’s, TEA-Approved
New York CTLE’s – NYSED-Approved
Pennsylvania DOE – ACT 48-Approved
Montana Office of Public Instruction (OPI) – Approved
Nevada DOE
Tennessee
Other States As Well
If you do not see your state listed here, this course may be pre-approved in your state as well. Chat with us or leave a ticket for our recommendations.
For More Information About Your Specific State Requirements, Please View Your State Requirements
Please confirm your specific district or state requirements for license renewal prior to registering and feel free to reach out to us with any questions you may have about our courses.
Topics Covered and General Course Outline
Section 1 – Why Teachers & Educators Should Care About Financial Literacy
Why financial literacy is so important to teachers
Where teachers are financially in the U.S.
About some of the financial advantages that teachers have
Section 2 – Improving Your Financial Intelligence – The First Step to Financial Literacy
The difference between financial intelligence and financial literacy
The 6 “W’s” of financial intelligence
The Success Mindsets of the Financially Intelligent
Section 3 – What is Money, How to Manage It, and How to Budget
Money Management, the core of Financial Literacy
What money is, how it’s created, and how cash flow is controlled
Basic money management and strategies to use your cash flow with intentionality, through budgeting
Section 4 – Debt and Liabilities, and How to Reduce (or Eliminate) Them
How budgeting can help address and manage debt in your long-term plan
The major expenses and tips on how to manage them
The different kinds of debt, how debt is used and managed, and strategies to reduce or eliminate debt
Section 5 – Assets & Investing: Making Your Money Work for You While Reducing Risk
Investing fundamentals: Evaluating, Acquiring, and growing your assets What is an Asset and why do they exist:
Saving vs. Investing
Investing fundamentals: Risk vs reward and how to manage
3 common saving/investment goals, and strategies to get started and succeed in all
