North Carolina Standards for Financial Planning I Honors
We’ve aligned our interactive games and self-grading lessons to the enhanced blueprint and pacing guide for the Financial Planning I Honors course. Ensuring your students can master all essential concepts to receive their designation through using PersonalFinanceLab!
Activity Type Key:
Articles
Videos
Interactive Calculators
Comprehensive Tools
Includes Built-In Assessment
| Standard | Activity | Long-Term Game | Comprehensive Chapter | Short Lesson | Interactive Calculator | Graded Assessment |
| 1.00. Understand the basics of finance. | ||||||
| 1.01. Utilize time management skills to determine best options/outcomes. | Budget Game – Core Component | |||||
| 1.02. Describe the need for financial information. |
Stock Game – Core Component Activity – Basic Research and Comparing Stocks Lesson – How to Choose and Compare Stocks Investing101 Course Chapter 6 (Fundamental Analysis: Understanding Earnings and Cash Flow) | |||||
| 1.03. Explain the role of finance in business. |
Lesson – Certifications in the Finance Industry Lesson – Short Term and Long Term Financing for Business | |||||
| 1.04. Describe the role of financial institutions. | Lesson – Banks, Credit Unions, and Savings and Loans | |||||
| 1.05. Discuss employment opportunities in the finance industry (accounting). |
Lesson – Understanding the Role of Accountants in Business and Society Lesson – When to Hire a Tax Professional Lesson – Careers in the Accounting Profession | |||||
| 2.00. Understand the basics of investing. | ||||||
| 2.01. Explain types of financial markets (e.g., money market, capital market, insurance market, commodities markets, etc.). |
Stock Game – Core Component Investing101 Course Chapter 02 (How The Stock Market Works and Why It Works) Lesson – What is the New York Stock Exchange? Lesson – Building a Diversified Portfolio | |||||
| 2.02. Describe types of financial-services providers. |
Lesson – Banks, Credit Unions, and Savings and Loans Lesson – Debt Management Services Lesson – What is a Brokerage? | |||||
| 2.03. Describe types of retail/business banking products and services. |
Lesson – Banks, Credit Unions, and Savings and Loans Lesson – Mortgages Lesson – Debit Cards | |||||
| 2.04. Explain types of investments. |
Stock Game – Core Component Lesson – What is a Stock? Lesson – What is an ETF? Lesson – What is a Mutual Fund? Lesson – What are Bonds? Lesson – What are Cryptocurrencies? Investing 101 Chapter 09 (Introduction To Options) | |||||
| 2.05. Discuss employment opportunities in the finance industry. | Lesson – Certifications in the Finance Industry | |||||
| Honors. Explain the differences between Banks & Credit Unions | Lesson – Banks, Credit Unions, and Savings and Loans | |||||
| Honors. Explain the differences between Stocks & Bonds |
Stock Game – Core Component Lesson – What is a Stock? Lesson – What are Bonds? Lesson – Understanding Price Movements | |||||
| Honors. Explain the differences between types of Mutual Funds |
Stock Game – Core Component Lesson – What is a Mutual Fund? | |||||
| 3.00. Understand financial analysis. | ||||||
| 3.01. Utilize sources of securities information to make informed financial decisions. |
Stock Game – Core Component Activity – Basic Research and Comparing Stocks Video – Investment Research | |||||
| 3.02. Acquire fundamental knowledge of investment analysis and selection to make prudent investment decisions. |
Investing101 Course Chapter 6 (Fundamental Analysis: Understanding Earnings and Cash Flow) Lesson – How to Choose and Compare Stocks Lesson – Investing Strategies Lesson – What is a Balance Sheet? Lesson – What is an Income Statement? Lesson – What is a Cash Flow Statement Lesson – Financial Analysis Through Key Ratios | |||||
| 3.03. Select investments to generate revenue for clients. |
Stock Game – Core Component Lesson – Investing Strategies Activity – Use the Investment Return Calculator | |||||
| 3.04. Acquire knowledge of securities products and benefits to support workplace activities. |
Stock Game – Core Component Lesson – Building Wealth Lesson – Building a Diversified Portfolio Lesson – Preparing for Retirement Activity – Use the Saving to be a Millionaire Calculator | |||||
| 3.05. Discuss employment opportunities in the finance industry (investment/securities). | Lesson – Certifications in the Finance Industry | |||||
| 4.00. Understand law and security measures in business. | ||||||
| 4.01. Determine the relationship between government and business. |
Lesson – Government Impact on the Economy Lesson – Property Rights Lesson – International Trade | |||||
| 4.02. Discuss legal considerations in the finance industry. |
Lesson – Audits and Fraud Lesson – Accounting Regulation and Ethics | |||||
| 4.03. Explain routine security precautions. | Lesson – Internal Risk Management | |||||
| 4.04. Follow established security procedures/policies. | Lesson – Integrating Risk Management | |||||
| 4.05. Explain information privacy, data security, and confidentiality considerations in business. |
Lesson – Consumer Rights and Responsibilities Lesson – Business Ethics | |||||
| 4.06. Discuss employment opportunities in the finance industry (corporate finance). |
Lesson – Certifications in the Finance Industry Lesson – Business Ethics | |||||
| 5.00. Understand the impact of the economy on financial decisions | ||||||
| 5.01. Understand economic indicators to recognize economic trends and conditions. |
Lesson – Major Economic Indicators (GDP, CPI, Jobs) Lesson – Gross Domestic Product Lesson – The Business Cycle | |||||
| 5.02. Understand financial markets to recognize their importance in business. |
Stock Market Game – Core Component Lesson – Supply and Demand Examples in the Stock Market | |||||
| 5.03. Determine global trade’s impact on business decision-making to acquire insight into the global forces affecting business. | Lesson – International Trade | |||||
| 5.04. Explain causes of stock price fluctuations. |
Stock Game – Core Component Lesson – Understanding Price Movements Investing101 Course Chapter 7 (Technical Analysis: Common Charts and Terms) | |||||
| 5.05. Discuss employment opportunities in the finance industry | Lesson – Certifications in the Finance Industry |