PERSONAL FINANCE:

WEEK 1: COURSE ORIENTATION/ INTRODUCTION TO PERSONAL FINANCE

Weekly Overview
 Orientation
-Vision, Mission, Objectives of Navotas Polytechnic College
- Course Syllabus
- Online Netiquette for Students
 Learning Objectives
 At the end of the lesson, student should be able to describe the context of
Personal Finance.
 Key to success in Personal Finance.
 To be able to know different characteristics of Personal Finance.
 To know the different levels of wealth.
 To know how to handle Personal Finance.
 Sub-Topics
 Definition and Concept of Personal Finance
 Financial Objectives
 Characteristics and habits for success in Personal Finance

Weekly Lecture/Discussion/Synchronous Discussion

 Video Presentation

-Introduction to Personal Finance

https://www.youtube.com/watch?v=Jg0XcAG8XHI (You Tube)

- Managing Personal Finance During the COVID-19 Pandemic

https://www.youtube.com/watch?
v=KCa6aNrE4Vk&list=TLPQMDkwODIwMjDJe55cynzs4g&index=1 (You Tube)

 Overview of the Introduction to Personal Finance

-Introduction to Personal Finance Lecture Notes (word.doc)

 Synchronous Group Discussion No. 1:

-How to Save Money During the Pandemic Covid-19

https://www.youtube.com/watch?v=D-fITRjbyWY (You Tube)

**Direction: Each group will present their insights via synchronous discussion.
Weekly Assessment Task/s
 Quiz No. 1 (Essay): Discuss the characteristics and habits for success in Personal
 Finance; How can you handle your own personal finance as student?; and, What are
the key to have a good personal finance? (10 pts. each question) (Submission is
online and Due Date: _______)

WEEK 2: DIFFERENT LEVELS OF WEALTH

Weekly Overview
 Learning Objectives
 At the end of the lesson, student should be able to describe the context of
different levels of wealth.
 To be able to know different characteristics of levels of wealth.
 To know the importance of levels of wealth.

Weekly Lecture/Discussion/Synchronous Discussion

 Video Presentation

-Wealth Pyramid: The Eight Levels of Wealth

https://www.youtube.com/watch?v=Cpa-5gyRVdk (You Tube)

 Overview of the Different Levels of Wealth

-Different Levels of Wealth Lecture Notes (word.doc)

 Synchronous Group Discussion No. 2: (30 pts)

-“ The Pandemic Will Leave the Poor Further Disadvantaged-IMF

https://www.weforum.org/agenda/2020/05/pandemics-poor-rich-economics-coronavirus-
covid19/ (You Tube)
**Direction: Each group will present their insights via synchronous discussion.
Weekly Assessment Task/s
 Objective Test No. 1: MCQ/TFQ (15 pts)
WEEK 3: STARTING ON FINANCIAL PLAN

Weekly Overview
 Learning Objectives
 At the end of the lesson, student should be able to describe the context
of Starting on Financial Plan.
 To be able to know how to start on financial plan.
 To know the importance of personal financial plan.
 Sub-Topics
 Overview on Starting a Financial Plan
 Steps in Financial Planning
Weekly Lecture/Discussion/Synchronous Discussion
 Video Presentation

-What is Financial Plan? What does Financial Plan Mean? Financial Plan
meaning and explanation.

https://www.youtube.com/watch?v=jwm-Mvd_E70 (You Tube)

- The Financial Planning Process

https://www.youtube.com/watch?v=RBdLCW44ve8 (You Tube)

 Overview on Starting on Financial Plan

-Starting on Financial Plan Lecture Notes (word.doc)

 Synchronous Group Discussion No.3: (30 pts)

-Powerful Financial Tool During the Covid 19 Pandemic

https://www.youtube.com/watch?v=QS53RV8FjDM (You Tube)

**Direction: Each group will present their insights via synchronous discussion.
Weekly Assessment Task/s
 Reflective Journal No. 1: 6 Personal Financial Planning Tips During the Covid-19
Pandemic (25 pts.) (Business Article Journal)
https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/6-personal-financial-
planning-tips-during-the-covid-19-pandemic (Submission is online and Due Date:
_______)

WEEK 4: SUCCESS IN WEALTH ACCUMULATION

Weekly Overview
 Learning Objectives
 At the end of the lesson, student should be able to describe the context of
Success in Wealth Accumulation.
 Describe how their financial decisions made today can affect their future
stability.
 To be able to know the importance of achieving financial success.

 Sub-Topics
 Success in Wealth Accumulation
 Helping You Build Wealth and Financial Knowledge
 How Much Money Will I need to Accomplish My Financial Goals
 Factors that Influences Success in Wealth Accumulation

Weekly Lecture/Discussion/Synchronous Discussion

 Video Presentation

-Accumulating Wealth: How to Do It Properly (Animated)

https://www.youtube.com/watch?v=GJkr5HUy41A (You Tube)

-8 Principle on Wealth Accumulation From the Book Richest Man in Babylon

https://www.youtube.com/watch?v=70g3b3HX_Xk (You Tube)

 Overview of the Success in Wealth Accumulation

-Success in Wealth Accumulation Lecture Notes (word.doc)

 Synchronous Group Discussion No. 4: (30 pts)

-What to do with your money during the Covid Pandemic Virus?

https://www.youtube.com/watch?v=OFyQ0eepHNU (You Tube)

**Direction: Each group will present their insights via synchronous discussion.
Weekly Assessment Task/s
 Quiz No. 2 (Picture Interpretation): Interpret the picture/image shown in the
link and connect the same to the discussion of wealth accumulation. Write a
200 words reflective interpretation. (30 pts)
https://www.google.com/search?
q=wealth+accumulation+during+pandemic&source=lnms&tbm=isch&sa=X&ved=2ahUKEwj
7_eG3zI7rAhXkyIsBHRtjCpIQ_AUoAXoECAwQAw&biw=1280&bih=610#imgrc=GmyFvuvJQj
M3KM
(Submission is online and Due Date: _______)
WEEK 5: PERSONAL FINANCE STRATEGIES

Weekly Overview
 Learning Objectives
 At the end of the lesson, student should be able to describe the context of
Personal Finance Strategies.
 To be able to know the importance of Personal Finance Strategies.
 Sub-Topics
 Personal Finance Strategies (Step by Step)
 Personal Finance Principles

Weekly Lecture/Discussion/Synchronous Discussion

 Video Presentation

-Personal Finance 101:5 Steps to Personal Budgetting

https://www.youtube.com/watch?v=VmTvIBHEQvg&list=PL-
stCEtlAIhSw4LaMI4J5whtLdperx6z3 (You Tube)

- How to Manage Your Money: Six Principles of Personal Finance

https://www.youtube.com/watch?v=vl2sasYSY4E (You Tube)

 Overview of the Introduction to Personal Finance

-Personal Finance Strategies/Personal Finance Principles Lecture Notes
(word.doc)

 Synchronous Group Discussion No. 5: (30 pts)

-Financial Expert: Do this Money During the Coronavirus Ourbreak

https://www.youtube.com/watch?v=VQqFr7_Y5NU (You Tube)

**Direction: Each group will present their insights via synchronous discussion.