Financial Competency ... A Roadmap to Financial Well Being

Create the Life You Want to Live!!

AuthorHouse

Contents

UNIT 1: TITLE: EMPLOYEE LITERACY, 1, 
GOAL: "BECOMING A VALUED EMPLOYEE", 
1. Employee Literacy, 2, 
2. What Does Employment Mean?, 2, 
3. Assessing Abilities: Education, Skills, Aptitudes (Knowing Yourself ... Making Yourself The Best You Can Be), 2, 
4. Getting A Job (This Is Where The Work Begins), 3, 
5. Keeping A Job & Your Work Ethic (Workplace Primer), 7, 
6. Becoming A Valued Employee.... Growing As An Employee, 11, 
7. Translating Employee Literacy Into Greater Productivity & Profit, 12, 
8. Payoff, 14, 
UNIT 2: TITLE: "DYNAMICS OF MONEY & MONEY MANAGEMENT", 15, 
GOAL: TO BETTER BUDGET, MAINTAIN A GOOD BANKING RELATIONSHIP, ESTABLISH AND MAINTAIN A GOOD CREDIT RATING, PROTECT, SAVE AND MAKE OUR MONEY GROW, 
9. Dynamics Of Money & Money Management, 16, 
10. Budgeting, 17, 
11. Banking Relationship (Establishing & Maintaining A Checking Account), 18, 
12. Credit Management:, 22, 
13. Saving:, 25, 
14. Life Insurance Protection & Retirement Savings, 28, 
15. Wealth Transfer, 32, 
16. Benefits Of Wealth Transfer Planning With Life Insurance, 33, 
17. Tax Refunds (Return) Using It Effectively, 34, 
UNIT 3: TITLE: EMPLOYER LITERACY, 37, 
GOAL: UNLOCKING THE POTENTIAL, POWER AND PRODUCTIVITY OF EMPLOYEES BY UNDERSTANDING THE CONCEPT OF EMPLOYMENT BY LOOKING AT THE NEEDS & WANTS OF AN EMPLOYER, 
18. Definition of Employer Literacy, 37, 
19. How Does A Business Continue To Operate?, 38, 
20. What Employers Need & Want, 38, 
21. Discussion: Exercise to get the needed "buy in" from the employee, 39, 
UNIT 4: TITLE: ENTREPRENUER COMPETENCY, 41, 
GOAL "TO BETTER UNDERSTAND THE AMERICAN SYSTEM OF FREE ENTERPRISE. TO LEARN THE STEPS NECESSARY TO: ESTABLISH AND CREATE A BUSINESS THAT CAN SURVIVE AND PROSPER IN THE MARKETPLACE IN ORDER TO ESTABLISHING FINANCIAL STABILITY". (RIM GROUP, 2013), 
22. Defining entrepreneurship literacy, 41, 
23. Identifying And Starting A Business Venture, 42, 
24. Steps in starting a business, 43, 
25. Acquirng & Organizing The Required Resources, 44, 
26. Financial Resources:, 45, 
27. Other Sources Of Raising Capital:, 47, 
28. Risks And Rewards:, 48,