; Personal_Finance_Expectation_Sheet
Learning Center
Plans & pricing Sign in
Sign Out
Your Federal Quarterly Tax Payments are due April 15th Get Help Now >>



  • pg 1
									Madison High School                                                   Course Expectation Sheet

                                         Personal Finance
Instructor: Mr. Maseker
Phone: (973) 593-3117
E-Mail: masekert@madisonpublicschools.org
Webpage: madisonpublicschools.org
Office Location: Madison High School
Tutorial: B-10

I.     Course Description
       Personal Finance is the most practical course at MHS. The objective of Personal Finance is
       to introduce students to various fundamental financial concepts to enable them to elevate
       their financial competency. Concepts discussed include; Budgeting, Net Worth Statements,
       Credit, Banking Services, Check-writing and Reconciliation, Taxes, Investments and Risk

II.    Course Proficiencies
       Upon completion of Personal Finance, students will be able to:

          a.   Utilize Excel to create a budget, expense tracker and net worth statement.
          b.   Properly write checks and reconcile their checkbooks.
          c.   Understand basic banking services.
          d.   Research CD’s to determine best interest rates by maturity.
          e.   Define the difference between stocks/equity and bonds/debt.
          f.   Understand various stock indicators including; P/E Ratios, 52 wk hi & lo and
               historical price movements.
          g.   Research individual companies and purchase stocks for individual stock portfolios.
          h.   Track and update stock portfolios.
          i.   Understand primary taxing entities; local, state and federal.
          j.   Determine state and federal income tax tables.
          k.   Explain the importance of risk management.

III.   Required Text & Materials
       Excel Spreadsheets
       Wall Street Journal Classroom Edition

IV.    Classroom Expectations
       Students are expected to actively participate in classroom discussions, as well as, complete required
V.      Grading Policy
        Tests/quizzes = 50%
        Wall Street Journal Case Studies = 10%
        Weekly Class Assignments = 30%
        Class Participation/Contribution = 10%
        (A=Excellent Work, B=Good Work, C=Satisfactory Work, D=Poor Work, F=Unsatisfactory Work)

VI.     Late Work & Make-up Policy
        Students are required to submit work in a timely manner. Missed assignments, due to absences, are
        the student’s responsibility and are due the day after the student returns to class.

VII.    Class Participation
        Students are expected to participate and contribute to a dynamic learning environment.

VIII.   Major Assignments
        Stock Market simulation

IX.     Teacher Availability
        Mr. Maseker is easily accessible in room B-10 or C-17.

To top