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Money_Matters_Syllabus_2nd_Semester

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					                               CYPRESS FALLS HIGH SCHOOL
                                Cypress-Fairbanks Independence School District
                                             Money Matters
                                            Second Semester



                      Career & Technology Education
                    Course Information                                    Teacher Information
 Course Title: Money Matters                                Name: Mr. LeTreal Ballinger
 Course Section: Finance                                    Web site: http://cyfair3.schoolwires.net
 Credit Hours: One                                          Phone Number: 281.856.1048
 Grade level(s): 9 - 12                                     Office Location: Across from Room 1913
 Semester: Full Year                                        Office/Tutoring Hours: 6:45 – 7:20
 Class Time: M – F 1st – 5th Period                         Email Address: letreal.ballinger@cfisd.net

Summary of the course:
In Money Matters, students will investigate global economics with emphasis on the free enterprise
system and its impact on consumers and businesses. Students apply critical-thinking skills to analyze
financial options based on current and projected economic factors. Students will gain knowledge and
skills necessary to set long-term financial goals through investment, tax planning, asset allocation,
risk management, retirement planning, and estate planning.

Class Requirements:
    Be prepared with a pencil, eraser, pen, ear buds, paper & calculator.
    Class participation
    Money Skills
        o Internet based program. One module must be completed each week for a Quiz Grade.
        o Every Friday will be used to access the module, however, the modules can be accessed
            any where there is internet access.
        o More than one module can be completed during a week.

We will use the 9th edition of McGraw Hills’ Personal Finance book along with the 5th edition
Contemporary Mathematics for Business and Consumers also known as (CBM) throughout the
syllabus.

The class is set up by having discussion about the topic for the first half of the class, complete the
Concept Checks (CC) and Financial Planning Problems (FPP) the second half of class. The
objectives along with the assignments are on the following schedule.

The student can bring in a one page 8.5 x 11 inch sheet of paper covered with notes that will have to
be turned in with the test.




Mr. Ballinger                       Money Matters 10/11
Calendar of Assignments for Money Matters
Course Outline
Week       Lesson               Monday              Tuesday            Wednesday          Thursday                Friday
Week 1     Chapter 9 p. 273 -   Student Holiday     Student Holiday    Evaluate           Renting Your            Www.moneyskill.org
Jan 3      307                                                         Available          Residence p. 277. CC
           The Housing                                                 Housing            9-2 p. 281 & FPP #2,
           Decision: Factors                                           Alternatives p.    6 & 8 p. 304
           and Finances                                                274. CC 9-1 p.
                                                                       277 & FPP #1 p.
                                                                       303 & 5 p. 304
                                                                       Key Terms
Week 2     Chapter 9 p. 273 -   The Home-           The Finances of    Selling Your       Key Terms Due           Www.moneyskill.org
Jan 10     307                  Buying Process      Home Buying p.     Home p. 300.       Test over chapter 9.
           The Housing          p. 282. CC 9-3 p.   289. CC 9-4 p.     CC 9-5 & FPP #
           Decision: Factors    289.                300.               7 & 11.
           and Finances
Week 3     Chapter 10           Student Holiday     Insurance &        Property and       Home and Property       Www.moneyskill.org
Jan 17     Property & Motor                         Risk               Liability          Insurance p. 316. CC
           Vehicle Insurance                        Management:        Insurance p.       10-3 p. 321 & FPP 4-5
           p. 308 - 337                             An Introduction    314. CC 10-2       p. 334
                                                    p. 309. CC 10-1    p.316 & FPP 1-3
                                                    p. 314 Key         p. 334
                                                    Terms
Week 4     Chapter 10           Home Insurance      Automobile         Automobile         Key Terms Due           Www.moneyskill.org
Jan 24     Property & Motor     Cost Factors p.     Insurance          Insurance Costs    Test over chapter 10.
           Vehicle Insurance    322. CC 10-4 p.     Coverages p.       p. 329. CC 10-6
           p. 308 - 337         324 & FPP 6-8       324. CC 10-5 p.    p.332
                                                    329
Week 5     Chapter 11 Health,   Health Care         Health             Types of Health    Private Sources of      Www.moneyskill.org
Jan 31     disability, and      Costs p. 339. CC    Insurance &        Insurance          Health Insurance and
           Long-Term Care       11-1 p.342 &        Financial          Coverage p.        Health Care p. 353.
           Insurance p. 338-    FPP # 1 & 2 p.      Planning p. 343.   345. CC 11-3 p.    CC 11-4 p. 357 &
           375                  371.                CC 11-2 p.345      353 & FPP #        FPP# 10 p. 371
                                                    & FPP # 3&4        5&6 p. 371
                                                    p.371
Week 6     Chapter 11 Health,   Government          Disability         Key Terms          Key Terms Due           Www.moneyskill.org.
Feb 7      disability, and      Health Care         Income                                Test over chapter 11.
           Long-Term Care       Programs p.         Insurance p.
           Insurance p. 338-    358. CC 11-5 p.     365. CC 11-6 p.
           375                  365 & FPP # 7-      370& FPP#11-
                                10 p. 371           12
Week 7     Chapter 12 Life      Life Insurance:     Determining        Types of Life      Important Provisions    Www.moneyskill.org
Feb 14     Insurance p. 376 -   An Introduction     life Insurance     Insurance          in a Life Insurance
           410                  p. 377. CC p. 12-   Needs p. 381.      Companies &        Contract p. 392. CC
                                1 p. 381 Key        CC 12-2 & FPP      Policies p. 384.   12-4 p. 396 & FPP 8-9
                                Terms               1-3 p. 406         CC 12-3 p. 392     p. 407
                                                                       & FPP 4-7 p.
                                                                       406
Week 8     Chapter 12 Life      Student Holiday     Buying Life        Financial          Key Terms Due           Www.moneyskill.org
Feb 21     Insurance p. 376 -                       Insurance p.       Planning           Test over chapter 12.
           410                                      396. CC 12-5 p.    w/Annuities p.
                                                    402 & FPP # 10     403. CC 12-6 p.
                                                    p. 407             405 & FPP 11-
                                                                       13


Mr. Ballinger                              Money Matters 10/11
Week 9     Chapter 13            Preparing for an    Catch up day      Factors            Asset Allocation &        Www.moneyskill.org
Feb 28     Investing             Investment          due to TAKS       Affecting the      Investment
           Fundamentals p.       Program p. 412                        Choice of          Alternatives p. 424.
           411 - 444             CC 13-1 p. 415                        Investments p.     CC 13-3 p. 431 & FPP
                                 & FPP 1-3 p.438                       417. CC 13-2       5-6 p. 440
                                 Key Terms                             p.424 & FPP # 4
                                                                       p. 440

Week 10    Chapter 13            Factors That        Sources of        Financial          Key Terms Due             Www.moneyskill.org
Mar 7      Investing             Reduce              Investment p.     Planning           Test over chapter 13.
           Fundamentals p.       Investment Risk     434. CC 13-5 p.   Problems 11 –
           411 - 444             p. 431. CC 13-4     437 & FPP 9-10    15 p. 440
                                 p. 433 & FPP 7-8    p. 440
                                 p. 440.
Week 11    Spring Break          Spring Break        Spring Break      Spring Break       Spring Break              Spring Break
Mar 14
Week 12    Chapter 14            Common and          Evaluating a      Numerical          Buying and Selling        Www.moneyskill.org
Mar 21     Investing in Stocks   Preferred Stock     Stock Issue p.    Measures That      Stocks p. 463. CC 14-     & FPP 7 p. 476-477
           p. 445 - 481          p. 446. CC 14-1     451. CC 14-2 p.   Influence          4 p. 468 & FPP 8-9 p.
                                 p. 451 & FPP 1-2    456 & FPP 3-4     Investment         477.
                                 p. 476 Key          p. 476.           Decisions p.
                                 Terms                                 457. CC 14-3 p.
                                                                       463 & FPP 5-6
                                                                       p. 476
Week 13    Chapter 14            Long-Term and       Financial         Key Terms Due      Financial Planning        Www.moneyskill.org
Mar 28     Investing in Stocks   Short-Term          Planning          Test over          Activities p. 478. Pick
           p. 445 - 481          Investment          Problems 10-14    chapter 14         an activity between
                                 Strategies p.                                            2, 5, & 7 & complete.
                                 469. CC 14-5 p.
                                 473
Week 14    Chapter 15            Characteristics     Why               Why Investors      Government Bond           Www.moneyskill.org
Apr 4      Investing in Bonds    of Corporate        Corporations      Purchase           and Debt Securities
           p. 483 - 511          Bonds p. 483.       Sell Corporate    Corporate          p. 493. CC 15-4 p.
                                 CC 15-1 p. 484      Bonds p. 484.     Bonds p. 488.      497 & FPP 5-6 p. 507
                                 & FPP 1 p. 506.     CC 488 & FPP 2    CC 15-3 p. 493
                                 Key Terms           p. 507            & FPP 3-4 p.
                                                                       507
Week 15    Chapter 15            The Decision to     Financial         Why Investors      Classification of         Www.moneyskill.org
Apr 11     Investing in Bonds    Buy or Sell         Planning          Purchase           Mutual Funds p. 520.
           p. 483 – 511          Bonds p. 498.       Problems 7-14     Mutual Funds       CC 16-2 p. 523 & FPP
           Chapter 16            CC 15-5 p. 504      p. 507-508. Key   p. 514. CC 16-1    3-4 p. 539.
           Investing in                              Terms due         p. 516 & FPP 1-
           Mutual Funds p.                                             2 p. 539. Key
           512 - 543                                                   Terms
Week 16    Chapter 16            How to Decide       The Mechanics     Financial          Www.moneyskill.org        Student Holiday
Apr 18     Investing in          to Buy or Sell      of a Mutual       Planning
           Mutual Funds p.       Mutual Funds p.     Fund              Problems 7-14
           512 - 543             524. CC 16-3 p.     Transaction p.    p. 539-540. Key
                                 531 & FPP 5-6 p.    532. CC 16-4 p.   Terms due
                                 539                 537.
Week 17    Chapter 17            Investing in Real   Advantages &      Investing in       Movies due to TAKS        Movies Due to TAKS
Apr 25     Investing in Real     Estate p. 545.      Disadvantages     Precious                                     Financial Planning
           Estate and Other      CC 17-1 p. 551      of Real Estate    Metals, Gems,                                problems and Key
           Investment            & FPP Key           Investments p.    and Collectibles                             Terms Due.
           Alternatives p. 545   Terms &             551. CC 17-2 &    p. 553. CC 17-4
           - 564                 Financial           17-3              p. 559
                                 Planning Probs.
Mr. Ballinger                               Money Matters 10/11
Week 18    Chapter 18          Why Retirement     Conducting a       Retirement        Planning your           Www.moneyskill.org
May 2      Starting Early      Planning? P.       Financial          Living Expenses   Retirement Housing
           Retirement p. 565   566. CC 18-1 p.    Analysis p. 569.   p. 572. CC 18-3   p. 576. CC 18-4 & FPP
           - 607               568 & FPP 1-2 p.   CC 18-2 p. 572     p. 576 & FPP 6-   9-10 p. 603
                               603 Key Terms      & FPP 3-5 p.       8 p. 603
                                                  603
Week 19    Chapter 18          Planning Your      Living on Your     Why Estate        Legal Aspects of        Www.moneyskill.org
May 9      Starting Early      Retirement         Retirement         Planning p.       Estate Planning p.
           Retirement p. 565   Income p. 579.     Income p. 598.     609. CC 19-1 p.   612. CC 19-2 p. 615 &
           – 607               CC 18-5 p. 598     CC 18-6 p. 600     612 & FPP 1-3     FPP 4-6 p. 636
           Chapter 19 Estate                      & FPP 11-13 p.     p. 636
           Planning p. 608 -                      604 Key Terms
           639                                    due
Week 20    Chapter 19 Estate   Types and          Types of Trusts    Federal and       Www.moneyskill.org      Www.moneyskill.org
May 16     Planning p. 608 -   Formats of Wills   and Estates p.     State Estate
           639                 p. 615. CC 19-3    623. CC 19-4 p.    Taxes p. 630.
                               p. 623.            630 & FPP 7-8      CC 19-5 p. 634.
                                                  p. 636
                                                               th               st               nd       rd             th       th
Week 21    Finals Week.        Make up day        Finals for 6       Finals for 1 &    Finals for 2 & 3        Finals for 4 & 5
                                                                      th
May 23                                            Period             7 Period          Period                  Period
Week 22    End of 2010/2011    Student Holiday    Last Day of
May 30                                            School




Mr. Ballinger                             Money Matters 10/11

				
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