financial fitness sample training agenda - neighborworks 金融健身样本训练议程neighborworks

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1、FinancialFitnessSampleTrainingAgendaTimeTopicMaterialsInstructorsFinancialPlanningandMoneyManagement–2hours10minutesOpeningSession·Icebreaker:FinancialFitnessScavengerHunt·ParticipantExpectations·ReviewObjectives,Agenda,Manuals,GroundRulesandHandoutsSign-InSheetHandout:ScavengerHuntManualsOverhead

2、sFacilitateFinancialFitnessCounselor5minutesSelf-AssessmentofFinancialToolsofKnowledgeHandout:Self-AssessmentFacilitateFinancialFitnessCounselor5minutesImportanceofFinancialPlanning·GroupBrainstorm:Whyisfinancialplanningimportant?·ImportanceoffinancialplanningFlipcharts/MarkersPowerPoint/LCDFacili

3、tate/LecturetteFinancialFitnessCounselor10minutesStepsinFinancialPlanning·SmallGroupActivity:Stepsinfinancialplanningpuzzle·StepsinfinancialplanningPuzzlewithsteps/envelopesPowerPoint/LCDProjectorFacilitate/LecturetteFinancialFitnessCounselor5minutesHowtoSetandAchieveFinancialGoals·SMARTgoalsettin

4、g·Short-,mid-andlong-termgoals·Barriertoachievinggoals·Homework:SetyourgoalsPowerPoint/LCDProjectorHandout:GoalsWorksheetLecturette/FacilitateFinancialFitnessCounselor5minutesFinancialHealthandNetWorth·Assets,liabilitiesandnetworth·Warningsignsoffinancialimbalance·Homework:CalculateyournetworthPow

5、erPoint/LCDProjectorHandout:NetWorthWorksheetLecturetteFinancialFitnessCounselor15minutesOverviewofMoneyandMarketplace·GroupDiscussion:WheredidyoulearnFlipchart/MarkersFacilitate/LecturetteFinancialFitnessaboutmoney?·Sourcesforlearningaboutmoney·Valueoftimeandmoney·Commonadvertisingandsalestechniq

6、ues·SmallGroupActivity:Whatadvertisingandsalestechniquesistheadusing?PowerPoint/LCDProjectorSampleadsCounselor20minutesWantsversusNeeds·Typesofspendingpersonalities·GroupActivity:What’smylinespendingpersonalitypanel·Needsversuswants·GroupActivity:Valuesauction·Homework:DetermineyourneedsandwantsPo

7、werPoint/LCDProjectorHandout:NeedsandWantsWorksheetValuesMoney/envelopesLecturette/FacilitateFinancialFitnessCounselor10minutesConsumerPitfalls·SmallGroupBrainstorm:Whataresometipsforsmartshoppingandbeingawisecon