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Problem Based Module: Start Saving for Retirement Now?

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In this project, you will explore a real-world problem, and then work through a series of steps to analyze that problem, research ways the problem could be solved, then propose a possible solution to that problem. Often, there are no specific right or wrong solutions, but sometimes one particular solution may be better than others. The key is making sure you fully understand the problem, have researched some possible solutions, and have proposed the solution that you can support with information / evidence.Begin by reading the problem statement in Step 1. Take the time to review all the information provided in the statement, including exploring the websites, videos and / or articles that are linked. Then work on steps 2 through 8 to complete this problem-based learning experience.

Material Type: Lesson Plan

Author: Tracy Rains

Pension Finance and Management

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Short Description: This open textbook is a living document of knowledge and skills needed by finance students and professionals to design, govern, and invest financial resources from savings set aside during the working years, either by law (e.g., Canada Pension Plan), by mutual agreement (e.g. occupational pension plan), or privately (e.g. Registered Retirement Savings Plan, Tax-Free Savings Plan). Saving for retirement is among the most important financial decisions that Canadians will make in their lifetime, along with getting a mortgage and saving for their child(ren)’s education. This textbook is a work-in-progress that will evolve and grow over time to provide current information for adoption and adaptation in Accounting, Finance, and Management courses and programs. Long Description: This open textbook is a living document of knowledge and skills needed by finance students and professionals to design, govern, and invest financial resources from savings set aside during the working years, either by law (e.g., Canada Pension Plan), by mutual agreement (e.g. occupational pension plan), or privately (e.g. Registered Retirement Savings Plan, Tax-Free Savings Plan). Saving for retirement is among the most important financial decisions that Canadians will make in their lifetime, along with getting a mortgage and saving for their child(ren)’s education. While books and reports for a general audience, advanced graduate students, and practicing pension finance professionals exist, no postsecondary textbooks, eTextbooks, or appropriate open educational resources were available that specifically addressed the needs of undergraduate or introductory masters students. This textbook is a work-in-progress that will evolve and grow over time to provide current, relevant information for adoption and adaptation in Accounting, Finance, and Management courses and programs. Cover art: Ryan J. Frith Word Count: 39842 (Note: This resource's metadata has been created automatically by reformatting and/or combining the information that the author initially provided as part of a bulk import process.)

Material Type: Textbook

Authors: Nobuko Fujita, Rajeeva Sinha

The Importance Of Investing For Your Retirement - NGPF 7.8 (Investing Unit)

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Students will be able to Investigate how investing can be a powerful tool to meet your retirement goals Explain why most Americans cannot rely on Social Security and pensions alone for retirement Explore factors that can impact how much you might need in retirement and your ability to meet your retirement savings goal Understand the growing popularity of the F.I.R.E. movement

Material Type: Lesson Plan

Author: Next Gen Personal Finance

BUILDING FINANCIAL LITERACY: A PATH TO FUTURE READINESS

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"Future Ready: Financial Literacy" is an educational resource that introduces the importance of financial literacy and provides an overview of key concepts such as savings accounts, types of interest, and financial planning. It aims to equip learners with the knowledge and skills needed to make informed financial decisions, manage money effectively, and build a secure financial future.

Material Type: Homework/Assignment, Lesson, Module, Reading, Unit of Study

Authors: Benjamin Troutman, Washington OSPI OER Project

It's Your Paycheck! Online Course for Teachers and Students

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It's Your Paycheck! is designed to introduce personal finance content. Course participants learn about a variety of personal finance topics including the link between education and income, budgeting, the benefits of saving, and credit reports. These learning modules will help participants make sense of W-2s, W-4s, pay -day Loans and APRs in an interactive online format. It's Your Paycheck! consists of nine individual programs that can be used together or individually to enhance personal finance learning.

Material Type: Full Course

The FYE 105: Financial Literacy Curriculum Unit

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The FYE 105: Financial Literacy Curriculum Unit was developed for use in a First-Year Experience course to provide students with an understanding of: the relationship between human capital development and potential income and the chances of staying employed; budgeting; credit cards; and credit rights and responsibilities. The curriculum was implemented in an urban community college FYE course and was successful. We provide the curriculum for others who may wish to use it in a similar course.

Material Type: Lesson, Lesson Plan

Unemployment

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In this video (7 minutes long) student will learn what unemployment is, how it is measured and the different types of employment that exist. This video will help with mastery of standard EPF. 5(b) and review of standards EPF. 2(g).

Material Type: Lecture

Unemployment

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The fifth episode covers the basics of unemployment—how it is defined, how it is measured, and how it is categorized into three types. A "gameshow" quiz winds up the nine-minute lesson.

Material Type: Lecture

Poverty and Unemployment: Exploring the Connections

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This lesson is the second in a series of lessons called “Issues of Poverty.” Students explore the causes of poverty in the United States and the structural factors that perpetuate it. Students will examine the ways poverty is closely related to economic and political policy, and will work to discover why it disproportionately affects members of non-dominant groups—that is, groups that have historically oppressed groups.

Material Type: Lesson Plan

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