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ID:9304152
大小:216.50 KB
页数:10页
时间:2018-04-27
《financial fitness sample training agenda - neighborworks 金融健身样本训练议程neighborworks》由会员上传分享,免费在线阅读,更多相关内容在学术论文-天天文库。
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
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