SESSION 1: FINANCIAL GOALS

Financial Journal

1. Create your own financial journals containing a breakdown of the following S.M.A.R.T:
a. Short-term goals;
b. Medium-term goals; and/or
c. Long-term goals.

2. Design your financial journals using:

a. Microsoft word; or
b. Draw on a journal book and save a scanned copy/photograph.

Samples:
3. Using the same word document containing the design of the financial journal (if drawn,
paste the scanned copy/photograph on a new word document), and create an essay to
explain:
a. The importance of saving;
b. Why you’re saving for these goals; and
c. How you plan to achieve these goals.
4. Essays can be written in any of the following languages:
a. English; and/or
b. Tagalog.
5. All submissions must not exceed 1,000 words and should be in either of the following file
formats:
a. Portable Document Format (.pdf)
b. Document (.doc or .docx).
6. Students must individually submit their activities through [submission].
7. Activities would be graded based on the following criteria:
a. Design & Creativity - 10%
b. Financial Goals - 40%
c. Essay - 50%
i. Content - 50%
ii. Organization & Clarity - 30%
iii. Use of Language - 20%
 SESSION 2: EARNING

Career Planning

Scenario:

You are about to graduate and finish in school. Your goal is to look for a job that will match your
profile and to your skills. Being a fresh graduate student, you know the struggle and challenges
that you are going to face when you’re starting to look for a job. Your “what if’s” are going and you
couldn’t decide which job opportunities you will part-take with.

In this activity, you have to determine what job and a company that you feel align with your
personal values and skills. Use a power-point or canva of your career plans that you want to have
in your career. Key terms that will help you choose are:

● Income
● Priorities
● Values

Guidelines:

1. You should know yourself - (strengths, values, personality and skills)

a. Make a list of your job skills and interests.
b. Do a lot of research that will match for you.
c. Background check the company’s profile, product and services

2. Know the difference between collect and select

d. Be selective within your job hunt.

e. Choose what is match for you, and;
f. Don’t sacrifice your values.

3. Go with your gut and make a decision by assessing yourself.

g. Do you see yourself working in this company?

h. Do you seem to get along with the staff?
i. Does the income will suit your financial goals?

Sample Output:
 SESSION 3: BUDGETING AND SAVINGS

Birthday Party Budget Plan

Scenario:
Your birthday is fast approaching and your parents told you to plan for your celebration this year.
One month to your special day, your parents gave you Php 15,000 to budget for the expenses to
be incurred. For them to ensure that you’ll be spending the money wisely, you were asked to
create a budget plan which considers, but not limited to, the following items:
● Amount to be saved
● No. of people invited
● Breakdown of expenses (ex. place, food, decorations, cake, entertainment, etc.)

Guidelines:
1. Using PowerPoint or any similar software, create a 3-slide presentation pertaining to your
plans for your next birthday celebration.
2. You can always ask for your parent’s assistance to make sure you’re placing the right
amounts and to help you save on some items!
3. Your output is expected to consist the following:
a. Title Page
b. A collage/mood board (to show how you imagine your party to be!)
c. A budget plan
4. The final output should be in PDF file format, submitted individually through [link].
5. You may refer to the sample output for reference.

Sample Output: Session 3 Sample Output.pdf

 SESSION 4: INVESTING AND ENTREPRENEURSHIP

Creating a Financial Investment Portfolio

Note: This activity can either be done in a group or individually.

Scenario: You are 25 years old and have a job that enables you to earn an approximate Php
500,000 annually. You are considering saving up early and investing your money for the desired
lifestyle you want to have when you retire at the age of 65. You want to grow your money in order
to fully fund your retirement account(s), own your home, have no debt, and have emergency
funds set aside in the future. In this activity, you will be asked to come up with your own financial
long-term plan and to create a diverse financial portfolio considering these guidelines:
● What are your long-term financial goals and plans?
● How do you plan to invest your money considering all of the different pros, cons, and risks
of different investments?
● Why is it important to diversify and distribute your money?
● Which is the best investment for your money to achieve your long-term financial goal?

Guidelines:

1. The students will be assigned to make a Document Presentation Plan regarding

their created Financial Investment Portfolio. The students can be creative and can
include a front-page cover title to create an actual portfolio book.
2. Each student or group may brainstorm and must come up with a list of their
long-term financial goals and plans. These goals must be in line with the projected
annual earnings they have.
3. The Document Presentation Plan must start with a vision board of the desired
long-term financial goals and plans. You may get creative by using pictures and
icons of your goals.

Sample Format:
4. Study the different types of investments and make a list of the possible
investments, together with the pros and cons of your chosen investment types. You
can mix 3 or more investment types depending on how you decide on where to
invest your money.
5. Create a virtual table presentation regarding your created portfolio. You may also
use other software, and just insert a picture of your final table in the same file.
6. The virtual table presentation must include your initial investment, the rate of
return, the risk level of each investment, together with the pros and cons of each
type of investment.
Sample Format:

7. In the same file, Write a word essay explaining why you have chosen these
investments and the importance of having to diversify and distribute your money.
Include your observations and analysis on identifying what are the best
investments for your money to achieve your long-term financial goal. You may also
cite and include actual companies, banks, stock exchanges, and other firms with
their actual percentage and valuation.
8. The final output should be submitted in PDF file format only.
You may check this as a sample output: