- Curriculum
- Announcement
INTRODUCTION TO FINANCIAL LITERACY
PERSONAL & FAMILY BUDGETING
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5
Learning Objectives -
6
Activity 1 -
7
Activity 2
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8
Budgeting = Income – Expenditure = Disposable Income
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9
Activity 3
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10
Current Accounts
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11
Savings Accounts
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12
Activity 4
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13
Student Loans
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14
Bank Loans
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15
Activity 5
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16
Mobile Phone Contracts
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17
Activity 6
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18
Pensions
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19
Activity 7
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20
Insurance
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21
Activity 8
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22
Summary
FINANCIAL STATEMENT
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23
Learning Objectives
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24
Why are Business Assets and Sources Important?
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25
What is the Basic Accounting Equation and When is it Drawn Up?
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26
Why Should the Basic Accounting Equation Be Equal? -Example One
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27
Why Should the Basic Accounting Equation Be Equal? -Example Two
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28
What is the Accounting Period and what are the Time Intervals?
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29
How can I get Information About the Financial Status of the Business?
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30
Who is Interested in the Financial Status of the Business?
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31
Financial Statements
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32
Evaluation of the Balance Sheet
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33
Balance Sheet Arrangement Rules
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34
Income Statement
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35
Income Statement Principles
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36
Summary
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37
Activity 1
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38
Activity 2
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39
Activity 3
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40
Resources
MONEY MANAGEMENT
BANKING TRANSACTIONS
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58
Learning Objectives
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59
Introduction
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60
Concepts in banking transactions
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61
Think about the banking activities
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62
Activity 1
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63
Deposit
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64
Types of deposit
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65
Activity 2
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66
How we can create Deposit?
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67
Think about the deposit transactions
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68
Activity 3
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69
What is Credit?
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70
Credit
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71
What are the resources of credit?
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72
Think about the credit
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73
Bank Loan Types
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74
Think about the loans
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75
Activity 4
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76
How to use credit from bank?
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77
Think about the credit transactions
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78
Activity 5
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79
Payment and Collection Processes
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80
Think about the credit cards
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81
Think about the transfer methods
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82
Activity 6
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83
What is Mobile Banking?
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84
What is Internet Banking?
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85
Think about the mobile and internet banking
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86
Online Banking Safety
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87
Think about the security of online banking
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88
Activity 7
FINANCIAL TECHNOLOGIES
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89
Learning Objectives
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90
Introduction to the Financial Technology
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91
Do you want to manage your money without going to the bank?
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92
Internet Banking
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93
Internet Banking Tools
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94
The main benefits of internet banking to bank customers are
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95
Advantages and disadvantages of electronic banking
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96
Activity 1
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97
Activity 2
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98
Activity 3
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99
Resources
INSURANCES
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100
Learning Objectives
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101
Introduction
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102
Activity 1
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103
Common Characteristics of Insurance
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104
The Main Concept of Insurance
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105
Mutuality Principle
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106
How Insurance Works
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107
The Insurance Glossary
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108
Health Insurance
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109
Life Insurance
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110
Disability Insurance
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111
Long-term Care Insurance
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112
Home Insurance
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113
Liability Insurance
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114
Car Insurance
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115
Summary
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116
Quiz
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117
Resources
DIGITAL CURRENCIES
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118
Learning Outcomes
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119
Introduction
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120
Activitiy 1
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121
Digital Currency and Its History
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122
Cryptocurrency, Features and Types
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123
Cryptocurrency Money?
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124
What are the Uses of Cryptocurrency?
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125
What are the Uses of Cryptocurrency? - Travel
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126
What are the Uses of Cryptocurrency? - Real Estate
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127
What are the Uses of Cryptocurrency? - Social Media
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128
What are the Uses of Cryptocurrency? - Education
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129
What are the Uses of Cryptocurrency? - Donation and Fundraising
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130
What are the Uses of Cryptocurrency? - Motor Vehicle Industry
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131
What are the Uses of Cryptocurrency? - Retail Sales
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132
What are the Uses of Cryptocurrency? - Digital Publishing
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133
What are the Uses of Cryptocurrency? - Exchange of Artworks
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134
What are the Uses of Cryptocurrency? - Game Industry
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135
What is the Situation of Cryptocurrency in the World?
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136
Quiz
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137
Resources
SAVING
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138
Learning Objectives
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139
Why is it important to save?
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140
Setting Your Goals
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141
Set your SMART goals
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142
Set your SMART goals - Specific
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143
Set your SMART goals - Measurable
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144
Set your SMART goals - Actionable
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145
Set your SMART goals - Realistic
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146
Set your SMART goals – Time-framed
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147
Set your SMART goals
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148
Set your SMART goals
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149
Activity 1
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150
Tips & Tools for Saving
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151
Tools supporting saving habits & behavior
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152
Summary
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153
ADVANCED - Further topics & exercises related to saving
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154
Inflation
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155
Purchasing Power
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156
Quiz
INVESTING & RETIREMENT PLANNING
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157
Learning Objectives
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158
Introduction to the investing
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159
Would you refuse a big profit?
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160
Would you refuse a big profit? The opportunity…
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161
Investing and “giving up”
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162
Profit and Risk
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163
Risk and Return
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164
“Giving up” money
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165
Investment Horizon
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166
Liquidity
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167
Liquidity II
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168
Remember: Risk, Return, Liquidity
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169
Investing versus saving
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170
The difference between saving and investing
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171
EU Deposits Legislative Protection
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172
Investing definition
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173
What to take into consideration before investing?
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174
Investment Products
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175
Bonds
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176
Shares (Stocks)
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177
Mutual Funds
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178
ETFs
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179
Portfolio Diversification
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180
Retirement Planning
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181
What can you do in preparation for your retirement?
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182
How can you fund your retirement?
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183
Summary
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184
Quiz
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185
Resources
TIME VALUE OF MONEY
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186
Learning Objectives
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187
Value of Money
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188
Rising Prices and its Consequences
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189
Inflation Calculator for EU
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190
Purchasing Power & Inflation
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191
Inflation & Savings
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192
Nominal Versus Real Return
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193
Time Value of Money
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194
Simple Interest Versus Compound Interest
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195
The Time Value of Money
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196
Basic Formula & Time Value of Money
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197
Application of Time Value of Money (TVM)
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198
Calculations & Online TVM Calculator
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199
Calculating the End Amount (Future Value)
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200
Calculating the End Amount (Future Value) – Example I
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201
Calculating the End Amount (Future Value) – Example II
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202
Calculating the end amount (Future Value) – Example III
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203
Calculating the end amount (Future Value) – Example IV
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204
Calculating the end amount (Future Value) – Example V
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205
Calculating the end amount (Future Value) – Your Examples
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206
Calculating the Starting Amount (Present Value)
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207
Calculating the starting amount (Present Value) – Example I
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208
Calculating the starting amount (Present Value) – Example II
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209
Calculating the starting amount (Present Value) – Example III
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210
Calculating 'How Long' (Time)
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211
Calculating 'How Long' (Time) – Example I
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212
Calculating 'How Long' (Time) – Example II
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213
Calculating Interest Rate (Return Rate)
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214
Calculating Interest Rate (Return Rate) – Example I
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215
Calculating Interest Rate (Return Rate) – Example II
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216
Summary
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217
Resources
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218
Quiz
FINANCIAL RISKS
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219
Learning Objectives
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220
Introduction to the “risk”
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221
Risk
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222
Educational System & Risk Literacy
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223
Certain and Uncertain Things
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224
Risk vs. Uncertainty
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225
Examples related to “risk” when dealing with financial products
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226
Financial Risks
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227
Types of Risks in the Financial Market
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228
Systematic and Unsystematic Risk
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229
Summary
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230
Resources
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231
Quiz
CREDIT MANAGEMENT
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232
Learning Outcomes
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233
Introduction
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234
Activity 1
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235
What is Credit?
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236
The First Credit Card
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237
Activity 2
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238
What is a Credit Report?
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239
Things to Consider in Managing Your Credit
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240
What Is the Difference Between Debt and Credit?
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241
Credit management – Reasons to credits
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242
Credit payment plan calculation
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243
Activity 3
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244
Activity 4
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245
Activity 5
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246
Quiz
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247
Resources
DEBT MANAGEMENT
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248
Learning Outcomes
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249
Introduction
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250
Activity 1
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251
What is Debt?
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252
Activity 2
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253
What Is the Difference Between Debt and Credit?
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254
Is Debt Management Right For You?
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255
What is a Debt Management Plan?
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256
Does Debt Management Affect Your Credit Score?
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257
Things to Consider in Managing Your Debt
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258
Debt Management – Reasons to Debts
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259
Debt Payment Plan Calculation
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260
Activity 3
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261
Activity 4
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262
Activity 5
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263
Quiz
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264
Resources
MORTGAGES
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265
Learning Outcomes
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266
Introduction
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267
Activity 1
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268
What is a Mortgage?
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269
What is Real Estate Value Determination?
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270
What are the Mortgage Types of Mortgage Loans?
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271
What are the Types of Fixed Rate Mortgage Housing Loans?
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272
Mortgage Loans in the EU
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273
Insurance on Mortgage Loans in the EU
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274
What are the Benefits of the Mortgage System?
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275
Activity 2
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276
Quiz
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277
Resources
CONSUMER RIGHTS AND OBLIGATIONS
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278
Learning Objectives
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279
On Consumer Protection and Retail Investor Protection
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280
Law Terminology
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281
EU Legal Acts
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282
About MiFID II and MiFIR Directives
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283
Differences between MiFID II and MiFIR
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284
Some of the Rights Consumer and Small Investors Have Under MiFID II
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285
On products offered (recommended) by investment firms to their clients
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286
On safeguarding of clients’ assets
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287
Providing information to clients
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288
Single EU Passport
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289
Deposit Insurance
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290
Deposit insurance in EU law
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291
Anti-Money Laundering in General
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292
Summary
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293
Resources
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294
Quiz
FINANCIAL FRAUD PREVENTION
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295
Learning Objectives
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296
The Forms of Fraud
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297
What to watch out for?
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298
How can a fraudster get to me?
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299
How to recognize fraudulent mail?
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300
How to protect against fraudulent behaviour?
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301
Types of Frauds on the Internet
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302
Phishing
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303
Examples of Phishing
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304
Customer Protection & Internet Shopping
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305
Fraudulent e-shop
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306
Customer Right to Terminate the Contract
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307
Summary
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308
Resources
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309
Quiz
FINANCIAL ADVISORS
FINANCIAL OPPORTUNITIES FOR ENTREPRENEURS
STRATEGIES OF THE ENTREPRENEUR
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327
Learning Objectives
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328
Introduction
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329
A- Selection of the Establishment of the Place of the Business
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330
B- Strategies in the Establishment of the Business
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331
C- Continuation of the Business, Strategies in its Development
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332
D- Fiscal and Equity Policy Strategies
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333
Human Resources and Strategies
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334
Quiz
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335
Resources
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Lectures
291
Quizzes
44
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