Life Planning

Education
Career
Family
Home
Car
Retirement
Vacation
Money

Personal Profile

Financial Objectives
Risk Profile
Lifestyle Preferences

Living Life

Receive Employment Income
Get Married or Divorced
Have/Adopt Children
Continue Education and Training
Take a Vacation
Retire
Buy Assets
Pay Bills
Choose Payment Methods
Manage Credit and Debt
Save and Invest
Manage Cash Flow
Manage Net Worth
Change JobsReact to Random Events

Banking

Savings Account
Checking Account
Deposits
Withdrawals
Pay Bills
Setup Automatic Payments
Payment History

Assets

Buy
Sell
Price
Taxes
Inflation
Market Value

Liabilities

Make Payments
Category
Principal
Unpaid Balance
Amortization Schedule

Loan

Apply for Bank Loan
Principal
Interest Rate
Amortization Period

Credit Card

Issuer
Service Fees
Credit Limit
Credit Rating
Interest Rate
Current Balance
Minimum Payment
Past Due

Taxes

Sales Taxes
Payroll Taxes
Real Estate Taxes
Income Taxes
Employment Withholdings
File Tax Return

Net Worth

Cash
Assets
Current Market Value
Liabilities
Balance
Interest Rate
Payments

Income

Job Income
Investment Income
Wages
Pay Period
Employment Withholdings

Expenses

Housing
Rent
Own

Transportation

Gas
Maintenance
Insurance
Parking
Bicycle
Car Pool
Public Transportation

Accounting and Finance

Cash Flow Management
Budgeting
Profitability Analysis
Financial Analysis
Raise Money – Bank Debt

Living & Family

Food
Clothing
Personal Care
Healthcare

Communication & Education

Landline Telephone
Mobile Telephone
Cable, Satellite, Internet
Education

Recreation & Entertainment

Exercise and Sports
Entertainment
Hobbies

Other Expense

Insurance
Donations
Other

Investing

Portfolio Management
Portfolio Value
Diversification
Net Worth
Gain and Loss
Return on Investment
Book Value
Market Value
Capital Gain
Broker Fees
Raise Money – Bank Debt
Loan Principal
Loan Interest
Amortization Period
Random Investing Comparison
Strategic Investing Comparison

Economic Indicators

Economic News and Events
Economic Growth
Inflation
Consumer Price Index
Unemployment
Prime Interest Rate

Stocks

Stock Market
Buying Stocks
Selling Stocks
Stock Symbols
Stock Ticker
Stock Price High, Low, Close
Stock Evaluation
Shares Issued and Outstanding
Market Capitalization
Evaluation of News, Events, Rumors
Market Index
Market Performance
Long Selling

Bonds

Bond Market
Buying Bonds
Selling Bonds
Bond Ratings
Coupon Rate
Maturity
Yield to Maturity
Ask Price
Bid Price

Mutual Funds

Buying Mutual Funds
Selling Mutual Funds
Mutual Fund Price
Mutual Fund Performance
Treasury Fund
Bond Fund
Blend Fund
Stock Index Fund
Growth Fund

Real Estate

Buying Real Estate
Selling Real Estate
Types of Real Estate
Zoning
Asking Price
Closing Costs
Rental Income
Market Value

Precious Metals

Buying Gold
Selling Gold
Gold Price High, Low, Close
Ounces/Weight

Gambling on the Lottery

Buy Scratch Ticket
Buy Super Jackpot
Prizes
Odds of Winning

Financial Literacy

Personal Responsibility
Financial Evaluation
Spending and Saving
Employment Income
Time Value of Money
Risk-Reward
Return on Investment
Keeping Financial Records
Payment Methods
Credit
Credit Rating
Debt
Equity
Investing
Taxes
Regulation

Economics Concepts

Scarcity
Marginal Cost-Benefit
Allocation of Goods
Supply and Demand
Role of Incentives
Gain from Trade
Specialization and Trade
Markets – Price and Quantity
Role of Price
Role of Competition
Role of Economic Institutions
Role of Money
Role of Interest RatesRole of Investment
Role of Resources
Profit and the Entrepreneur
Productivity
Division of Labor
Opportunity Cost
Growth
Sustainability
Role of Government
Macroeconomy
Economic Growth
Unemployment
Consumer Price Index
Inflation
Prime Interest Rate
Monetary and Fiscal Policy

Law and Ethics

Property
Business Ownership
Contract Law
Sales and Consumer Law
Bankruptcy and Liability

Math Concepts

Whole Numbers
Decimal Numbers
Adding
Subtracting
Multiplying
Dividing
Fractions
Percentages
Charts and Graphs
Reporting

Career and Life Skills

Decision Making
Problem Solving
Critical Thinking
Creative Thinking
Organization
Planning
Family Commitments
Time Management
Stress Management
Risk Management
Leadership
Self-Esteem
Entrepreneurial Thinking
Self Analysis

Topics covered in the Experiencing Personal Finance subject guide

Your Personal Finances
Your Assets
Your Liabilities
Managing Your Assets and Liabilities
Key Investment Concepts
Making Your Money Grow
The Investment Timetable
Calculating the Return on Investment
Bank Accounts
Money Market Instruments
Bonds
Stocks
Mutual Funds
Other Equity Investments
Annuities and Types of Life Insurance
Credit and Loans
Taxes

Learning Guides and Activities included in the Personal Finance Education Bundle

Personal Finance Terms
Managing Your Assets and Liabilities
Your Net Worth
Planning Your Future
Your Cash Flow
Managing Your Portfolio