PERSONAL FINANCIAL LITERACY CERTIFICATION

Developed in partnership with the Center for Financial Responsibility, the Personal Financial Literacy Certification provides students with an in-depth understanding of the key financial decisions that will affect them for the rest of their lives, no matter what career they choose.

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Certification Overview

In addition, the certification addresses major topics such as savings and investments, personal taxes, retirement and estate planning, home buying, employee compensation and the cost of education and training. The certification consists of 15 modules and a 100-question final certification exam.

"The CFR believes teaching financial skills to young people prior to them entering college or the workforce is critical to better equipping them to live independently as adults. By partnering with CEV Multimedia, we are able to expand our educational outreach to enhance the overall financial stability of students nationwide."

Ashley Guillemette, MPA
Director
Center for Financial Responsibility

AVAILABLE ON:

  • Agricultural Science

    Architecture, Construction, Transportation & Manufacturing

    Business, Marketing, Finance, IT & Media

    Career Exploration

    Family & Consumer Sciences

    Health Science

    Law, Public Safety, Corrections & Security

Objectives

  • Learn to identify an individual’s current financial situation and develop financial goals using the risk and return of various savings options.
  • Demonstrate how to interpret, reconcile and maintain financial records such as bank statements and credit reports.
  • Identify types of taxes at the local, state and national level and examine tax liabilities.
  • Understand the various sources of funds for post-secondary education and analyze their advantages and disadvantages.
  • Evaluate various types of insurance, such as auto, health, life and property insurance.
  • Examine types of identity theft situations and scams.
  • Identify costs of retirement such as living expenses and health care expenses and explain sources of income during retirement.
  • Discuss steps involved in preparing to buy a home, including hiring reliable professionals and being pre-approved.

Lessons

  • Creating a Personal Budget
  • Creating a Family Budget
  • Borrowing Basics
  • Saving & Investment Strategies
  • Financial Statements & Recordkeeping
  • Understanding Personal Taxes
  • Banking Products & Services
  • Cost of Education & Training
  • Employee Compensation Components
  • Personal Financial Planning
  • Personal Risk Management
  • Retirement & Estate Planning
  • Home-Buying Basics: Understanding the Language
  • Home-Buying Basics
  • Car-Buying Basics