| 1.
|
Explain the strategies of career growth and advancement. (I)
|
| 2.
|
Create a personal balance sheet, cash flow statement, and personal
budget. (I)
|
| 3.
|
Identify and explain tax strategies for different financial and
personal situations. (I)
|
| 4.
|
Contrast the costs and benefits of services offered by different types
of financial institutions. (II)
|
| 5.
|
Measure one's credit capacity and build one's credit rating. (II)
|
| 6.
|
Analyze major sources of consumer credit, and calculate the cost of
credit using interest formulas. (II)
|
| 7.
|
Evaluate alternatives in consumer purchasing decisions, and explain
the legal remedies available to consumers. (III)
|
| 8.
|
Contrast the costs and benefits of renting or purchasing housing.
(III)
|
| 9.
|
Analyze factors that influence transportation decisions, including the
costs of purchasing and maintaining a car. (III)
|
| 10.
|
Define risk management and evaluate methods of managing risk. (IV)
|
| 11.
|
Explain the insurance coverage and types of policies available for
housing and automobiles. (IV)
|
| 12.
|
Define various types of health and disability income insurance and
explain their importance in financial planning. (IV)
|
| 13.
|
Assess one's life insurance needs and identify important provisions in
life insurance contracts. (IV)
|
| 14.
|
Identify the major types of investment alternatives available to
investors. (V)
|
| 15.
|
Explain how the factors of safety, risk, income, growth, and liquidity
affect investment options. (V)
|
| 16.
|
Describe traditional trading techniques used by short-term and
long-term investors in common and preferred stock. (V)
|
| 17.
|
Evaluate corporate and municipal bonds as investments. (V)
|
| 18.
|
Evaluate mutual funds as investments. (V)
|
| 19.
|
Identify and evaluate different types of real estate investments. (V)
|
| 20.
|
Estimate one's retirement spending needs. (VI)
|
| 21.
|
Estimate one's planned retirement income. (VI)
|
| 22.
|
Contrast various types and formats of wills. (VI)
|
| 23.
|
Assess various types of trusts and estates. (VI)
|
|