Personal Finance (S1)-Intro Assignments

You are expected to have studied the financial terms part A and B along with limited mathematics associated with the concepts. This exam will count for 35% of your grade.

Reading the Financial terms part B and the lecture notes with slide show will help you boost up your grade since this assessment will be counted as extra credit. Remember, the final exam will also include these material and financial concepts part A as well.

This assignment is intended to prepare you for the final exam, however, the complexity of the questions on exam will be slim.

This article discusses the mathematics and meaning behind the concept of compound interest. You will be also introduced to new terminologies such as "Time Value of Money", "Roth IRA", "Sep IRA", Tax-Deferred", "Opportunity Cost", "Calculated Risk", etc. Read it fully and take notes. You will be asked to build calculators based on different scenarios.

The spreadsheet below was introduced during cast class.
Note that there are three tabs on this sheet as Traditional Savings, Compound Savings and Variable interest.
Do your best to replace all question marks with a proper formula that would calculate for each question.

After watching the videos previously posted and the financial concepts part A, you should be able to answer these questions. This quiz will have 35% effect on your grade.

Based on each scenario in each tab, please prepare a calculating table. This is a practice work. DO NOT TURN IN.

Watching the four videos below and taking notes is all you need to do for this assignment. The topics include General financial knowledge, retirement accounts, savings and banks insurance. We will talk about each topic as we move forward.
Video length total:16 + 6 + 2 + 1 = 25 minutes
The next assignment will assess how much you have learned from the following videos.

The attached video won't teach how to solve for the problems but it will remind the order of operations! Or "Please Excuse My Dear Aunt Sally"
Once your mind is refreshed, use your new percentage calculation skills write formulas and calculate the results in cells with question marks.

There are two parts to this assignment with two tabs "Profit" and "Pay Stub". Each will be 50%.

Read the scenario, fully understand it and create your calculator. If you don't understand any part, please email me.
Regardless, I will show you how to create it during next class.

Read the scenario, fully understand it and create your calculator. If you don't understand any part, please email me or watch the lecture video .
Regardless, I will show you how to create it during next class.

After watching the YouTube video, you should be able to create formulas to calculate simple math.
You have a copy of the following spreadsheet. Do your best in creating formulas that will calculate the simple operations!

Using Google sheets, create the following table to the best of your ability.

Please watch the videos below prior to our next class. These videos open up the new topic of Google sheets.

Solve the problems below. We will work on them together during the zoom meeting. This is Monday's assignment and will give you full credit if turned in.

Practicing to calculate Paystubs. You will need to take notes and prepare for similar calculations on a quiz which is due on Monday October 5th. This is just for lecture purpose only and you don't need to turn in anything. You will be given a quiz due for Monday to turn in. It will be graded!

We are starting to learn about personal checks. There are two short videos and a reading assignment.

Refer to the lecture and PowerPoint presentation and answer the following questions. This is an assignment that will earn you full credit for turning in or zero for ignoring it!
Please note that the Exam for Monday is graded and will have 35% affect on your grade.

After today's class, you should be able to calculate the following:

Watch the videos and respond to the questions below. This assignment with 100 points or zero points on your gradebook should be taken prior to our next zoom meeting.

Reading assignment is for you to read and focus on the percentage part of the article. Based on this article, you will be asked to answer conceptual questions that help teacher understand your level of comprehension. After reading the article, leave a feedback below and share for grading. Consider this as a participating grade.

This pre-evaluation assignment will help me evaluate your skill level with percentages. Taking this assignment will give you full credit regardless of your score.

How to fill out a job application is the focus of today's class. Four job search websites are provided below. We will tap into each one to see what they look like and what they offer!

Based on the job interview discussion, answer these questions to the best of your knowledge. This is a quiz with 40% effect on your grade.

We will discuss job interview process and different scenarios. The mock interview questionnaire from last week will be the focus of the class.

Based on today's conversation about acquiring a job, answer the questions below to the best of your understanding. Think of it as a mock interview where you have a chance to type your answer rather than a one-on-one and direct conversation.

You are going to help a friend clean up his Resume. Check for spelling, format, font, uniformity and content.
Make your own copy before editing, and post on Google Classroom for grading.
This project has 20% effect on your grade.

Watch the Video below and prepare for our next class. I highly recommend you watch the video twice OR take personal notes.

This is an assignment for Monday. Watch the video below and collect as much information you can about building a perfect Resume. There are many ways to build a great Resume and based on your own style and based on the important guidelines, you will be building your own Resume. Do your best to turn it in ontime.

This evaluation is dated. Please make time to watch the video and answer the questions to the best of your knowledge.