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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.