PERSONAL FINANCE
Course Outline and Grading Policy

Welcome to Personal Finance! I am looking forward to the semester that we will spend together. I will do my very best to accommodate you and your needs. A POSITIVE ATTITUDE is all we need to get started.

Social Expectations for the STUDENT:
• Understand an individual’s rights, roles, and
responsibilities in a community
• Exhibit awareness of and respect for individual
and cultural differences
• Function as a positive participant in a group

Academic Expectations for the STUDENT:
• Write effectively for a variety of purposes
• Evaluate, interpret and utilize data
• Demonstrate research skills
• Demonstrate an understanding of various forms of technology

PERSONAL FINANCE
This course is designed to offer students the analytical tools to make wise economic decisions related to their own personal financial affairs. The students will evaluate and interpret financial data, as it relates to:
1) The Stock Market and Investment Planning
2) Personal Banking
3) Federal and State Income Taxes
4) Consumer Credit
Each unit will be assessed using a variety of methods, which may include real-world simulations, short quizzes, oral and written assignments, independent and group participation, and homework. Assignments are due on the dates specified in advance by the teacher.

Your GRADE is determined using the following criteria:
30% SIMULATION PROJECTS (Stock Market Game Portfolio, Checking Account, SMG Oral Presentation, Income Tax Preparation, Credit Card Poster)
30% QUIZZES & TESTS (Short Answer, Multiple Choice, Matching)
20% WRITTEN ASSIGNMENTS (Business Article Critique, Co. Research, Shopping for Saving Account)
10% HOMEWORK/SMALL IN-CLASS WORK (Read & Respond, Internet Research)
10% CLASS PARTICIPATION (Being prepared for class, using businesslike manners and attitude, listening carefully and following directions, care and respect of equipment)

When you are absent, all work must be made up within 2 days following your absence. It is YOUR responsibility to obtain the assigned work.

Looking forward to a great semester! Mrs. Burdick
(860) 848-9208 -- kburdick@montvilleschools.org