Case Studies

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Case Studies

What’s great about Case Studies?
–Allow students to apply knowledge to real-life situations
–Encourage students to evaluate different courses of action
–Develop communication skills in group and whole class settings
–Force students to make decisions in ambiguous situations where there is no “right” answer

To help get you started, NGPF has created support guides to walk you through how to complete case studies with ease:
Teacher Support Guide
Student Support Guide

credit score

In this Case Study, students will learn how to analyze credit profiles and then develop strategies to improve credit scores. They will then create a basic debt paydown plan to assist a student client.

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Case Study: Bank on This

In this Case Study, students will learn how to compare various checking account options. They will learn about parental influences on financial decision-making. Finally, they will decide whether to opt in to overdraft protection for their checking account.

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build-your-savings-with-targeted-goals

In this Case Study, a recent college graduate, Jocelyn, prepares for a meeting with her financial adviser. She has developed short, medium and long-term savings goals to purchase a car, a home and an early retirement. She has a choice to make after her adviser makes specific investment recommendations.

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Compound My Interest in 401(k)s

In this Case Study, students will take on the role of a new employee having to select investments for a 401(k) plan. The students will methodically make decisions about how much to invest, how to allocate assets and also how to select funds to execute their investment strategy.

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Debts-shackles1

In this Case Study, students will take on the role of a credit counselor to assist a borrower who finds himself in serious financial distress. Several options will be presented, and students will identify pros and cons of each approach and choose a path forward.

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Case Study: Gimme Some Credit

In this Case Study, students will take on the role of a peer financial counselor to analyze credit card promotions and comparison shop for a card. They will also learn about alternatives to credit cards for those seeking to develop a credit history.

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Case Study: How Do I Budget?

In this Case Study, students learn the basics of budgeting, from setting priorities, creating a savings goal, tracking spending and learning about tradeoffs required to achieve financial goals. They take on the role of a peer providing financial advice and learn to develop various strategies.

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imgresIn this case study,  students will communicate the risks, fees, and outcome of payday loans and bankruptcy. Students will give suggestions for debt management and calculate the total cost of a payday loan.

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college fund

In this Case Study, students will learn about two high school friends with very different savings habits. Samuel is a super saver but not happy about it. Juan Carlos, with no history of saving, learns suddenly that he will need to develop a savings plan for college.

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What College Should I Attend?

In this Case Study, students assume the role of guidance counselor to help students clear their misconceptions about the sticker price of college and other important factors they should consider when choosing a school.

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Reading-the-fine-print

This Case Study provides a series of common situations for consumers, for which students will determine “What is the Catch?” to help them avoid these potential financial pitfalls.

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