Anyone who wants to take control of their finances and achieve financial freedom needs to have access to as many resources and as much knowledge as possible about how the financial system works and how the wider environment can influence our economy (inflation, interest rates, etc.). With this aim in mind, the Personal Finance Course, where we’ll cover the basics, ranging from getting to know our financial position and balance sheet, right through to the study of the impact of debts on our finances, then, to have financial literacy It is essential in order to avoid situations that could jeopardise our financial stability and our ability to save.
Cross-cutting
Digital Skills
8 pm
Personal Finance
Digital Skills
8 pm
Introduction
Objectives
- Planning our finances.
- To understand the key financial factors that influence household finances.
- Get the tools you need to draw up your savings or investment plan.
- To understand the impact of advertising and psychology on investment.
- Understanding economic cycles and how to adapt to each one.
- To understand and identify financial products and work out which one best suits our needs.
Table of Contents
TEACHING UNIT 1. INTRODUCTION. FINANCIAL LITERACY
1. The culture of saving
2. Avoiding financial dependence
3. Financial education from an early age
TEACHING UNIT 2. ASSESSING OUR FINANCIAL SITUATION
1. Define your assets
2. The economic cycle and financial equilibrium
TEACHING UNIT 3. PERSONAL INVESTMENT AND SAVINGS
1. Controlling expenditure
2. Large purchases
TEACHING UNIT 4. FUNDING MANAGEMENT
1. Debt management
2. Non-payment and its consequences
TEACHING UNIT 5. THE FAMILY BUDGET
1. How do you draw up a family budget?
2. A balanced budget
TEACHING UNIT 6. FAMILY SAVINGS
1. Current accounts and savings accounts
2. Methods of payment: cash, cheques and cards
TEACHING UNIT 7. BASIC ECONOMIC CONCEPTS
1. Gross Domestic Product
2. Inflation
3. Interest rates and exchange rates
TEACHING UNIT 8. OUR FINANCIAL INVESTMENTS
1. Savings products
2. Investment in property
3. Investing in the stock market
4. Investment funds
TEACHING UNIT 9. PROTECTING OUR FUTURE
1. Insurance
2. Pension schemes
TEACHING UNIT 10. OTHER ASPECTS TO CONSIDER WHEN INVESTING
1. Financial information in advertising and the media
2. Psychology and investment
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