PA305 AKPKS Personal Financial Management

PRESENTATION 1 (CHAPTER 1 & 2) Direction: 1. 2. 3. 4. 5. 6. 7. Form 10 groups consist of 3@4 members Presentation in a group (all members must take part actively) Use power point slide Make sure that you and your audience understand and can answer the learning outcome stated. Presentation period: half an hour (minimum). Presentation in English. Make a presentation about; SUB TOPIC Financial planning 1. The steps in financial planning and its benefit. 2.Life stages with financial goals that affect financial planning. 1.1 1.1.1 LEARNING OUTCOME Describe financial planning Identify the steps in financial planning and its benefit. Discuss life stages with financial goals that affect financial planning 1 GROUP PRESENTATION DATE

CHAPTER / TOPICS 1.0 OVERVIEW OF FINANCIAL PLANNING

5 3 8 9

6 8 7 2

21/12/2012

1.1.2

21/12/2012

The value of money 1. The importance of the time value of money. 2. The power of compound interest.

1.3 1.3.1

Explain the value of money Explain the importance of the time value of money. Analyze the power of compound interest. 3

21/12/2012

1.3.2

21/12/2012

PA305 AKPKS Personal Financial Management

2.0 POWER FROM YOUR MONEY

Personal financial goals 1. The importance of setting personal financial goals

2.1

Identify personal financial goals 2.1.1 Identify the importance of setting personal financial goals. 5

1 10 4 6 7 2

1 5 9 4 10 3

4/1/2013

How to know ones personal net worth 2.2 Illustrate how to know ones personal 1. The personal net worth. net worth 2.2.1 Describe the personal net worth. 2. The steps to derive personal net 2.2.2 Illustrate the steps to derive worth personal net worth. How to prepare a personal budget 1. The importance of preparing a spending plan and managing cash flow. 2. A personal budget 2.3 Demonstrate how to prepare a personal budget 2.3.1 Identify the importance of preparing a spending plan and managing cash flow. 2.3.2 Produce a personal budget.

4/1/2013

8/1/2013

8 The importance of living within ones financial means. 1. The needs and wants. The importance of living within ones financial means. 1.A good financial management habits 2.4 Explain the importance of living within ones financial means. 9 2.4.1 Analyze the needs and wants 2.4 Explain the importance of living within ones financial means. 2.4.2 Illustrate a good financial management habits. 10

8/1/2013 11/1/2013

11/1/2013

* All presentations will be judged by lecturer in the class. Score will be evaluated on a given rubric.