Welcome to JA Finance Park Teacher Orientation

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JA Capstone Program

JA Finance Park – Middle and High School

Capstone is the culmination of classroom study. It provides experiential activities that allow students to apply knowledge they learned in classrooms to real-world

situations.

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Orientation Objectives

By the end of orientation, you will understand:• The purpose of JA Finance Park.• How to effectively use the curriculum.• Teacher responsibilities for a successful

student simulation experience.• Basic operation of the virtual simulation.

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Benefits to Educators

• Lessons are easy to use.• Minimal preparation time is needed.• Lesson options provide flexibility.• Curriculum is fun, interactive, and

engaging.• Extension activities are provided with

each unit.

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Curriculum Basics

• Teacher Guide• Posters• Student Workbook• Online resources

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Curriculum Guide Tabs• Getting Started• Option 1: Traditional and Extension Activities– Income– Saving, Investing, Risk Management– Debit and Credit– Budget +– Simulation and Debrief

• Option 2: Project-Based Learning Lessons• Glossary

Traditional Lesson Features

Income

• Three core lessons Student self-assessment Work preferences Taxes NMI

• Video introduction• Pre-test• Eight extension activities

• Define income • Personal traits• Worker profile activity

Extension activity #1

Lesson One: Plan Your Future

Lesson Two: Careers

• Career readiness• Career clusters

Exploration Trends

• Knowledge / skills

Extension activity #2

Lesson Three: Taxes and My Income

• Taxes Income Sales Property

• Net monthly income

Assessment

• Teacher guide only 11 questions Multiple choice Calculation Answer key

Income – Extension Activities

• Kuder Navigator • Career Choice Research• Being an Entrepreneur• STEM Career • Social Security & Medicare• Sales Receipt Analysis• How to Complete a 1040-EZ

Saving, Investing and Risk Management

• Two core lessons Saving Investment options Insurance

• Five extension activities

• Pay Yourself First• Savings funds• Saving goals• Interest• Know It All

Lesson One: Saving and Investing

• Insurance policies• Premium• Tree of Life• Perfectly Matched

Lesson Two: Managing Risk

Assessment

• Teacher Guide only Nine questions Multiple choice Fill in the blank True/False Answer key

Saving, Investing, & Risk Management - Extension Activities

• Understanding College Costs and the FAFSA

• Understanding Stock Quotes• Roth IRAs• Compound Interest and the Rule of 72• Junior Achievement $ave USA

Debit and Credit

• Four core lessons Financial institutions Debit/credit use Benefits and pitfalls Credit score

• Five extension activities

• Bank/credit union• Internet bank• Online banking• Mobile banking

Lesson One: Banking Partners

• Electronic payments• Credit• Bankruptcy• Mobile banking

Lesson Two: Personal Spending

• Debit and credit payments

Lesson Three: Savvy Shopping

• Credit report• Credit score• Credit score game

Lesson Four: Managing Credit

Assessment

• Teacher Guide only 10 questions Multiple choice Fill in the blank True/False Answer key

Debit and Credit - Extension Activities

• Checks and Checking Accounts• Installment Debt• Rent or Home Ownership• Leasing vs. Buying a Car• Identity Theft

Budget +

• Three core lessons Budgeting Paying for education

• Three extension activities

• Wants and needs• Impulse buying• Short-term goals• Long-term goals

Lesson One: Think Before You Spend

• Budget categories• Discretionary income• Budget your time option

Lesson Two: What is a Budget?

• Opportunity cost• Scarcity• Life scenarios

Summer job classifieds High school scenarios

Lesson Three: Using a Budget

Assessment

• Teacher Guide only 10 questions Multiple choice Fill in the blank Answer key

Budget+ - Extension Activities• Sample Budgets• Personal Budget• Paying for Postsecondary Education

Virtual Simulation

• Four sessions The Truth Revealed The Big Search Budget Puzzle Final Commitment “Extras” round • Simulation

4-4½ hours• One debrief lesson• Post-test

Teacher Resources

www.juniorachievement.org/web/programs

• Video to introduce program• Pre-/Post-Test• Web page links• PowerPoint slides• JA of Northern New England Support• JA Staff, Rachel Burack• Additional resources & materials

Questions?

Thank You!