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  • More
    • Home
    • Bitcoin Education
      • First Steps
      • Bitcoin Basics
    • Financial Literacy
      • About FinLit
      • FinLit Winter 24 to 25
      • FinLit Winter 23 to 24
      • FinLit Winter 22 to 23
  • Home
  • Bitcoin Education
    • First Steps
    • Bitcoin Basics
  • Financial Literacy
    • About FinLit
    • FinLit Winter 24 to 25
    • FinLit Winter 23 to 24
    • FinLit Winter 22 to 23

Welcome to the 'FinLit with Mr. 401(k)' Course Materials for Winter Term 2024 to 2025

Module 1: Foundations of Money

What is money, and why does it matter? Discover the history, theories, and fundamental principles of money, setting the stage for understanding its role in our modern economy. 

Financial-Literacy-Class-1-Syllabus-2024-Winter-Term (pdf)Download
Financial-Literacy-Class-1-Course-Introduction (pdf)Download
Financial-Literacy-Class-2-What-is-Money-A-Historical-and-Functional-Perspective (pdf)Download
Financial-Literacy-Class-3-Theories-of-Money-Business-Plan-Project (pdf)Download

Module 2: Making & Spending Money

Learn how to manage income, expenses, taxes, and budgets to build a solid foundation for personal finance.

Financial-Literacy-Class-4-Income-I-Exploring-Passive-and-Portfolio-Income (pdf)Download
Financial-Literacy-Class-5-Income-II-Understanding-Earned-Income (pdf)Download
Financial-Literacy-Class-5-Income-II-Understanding-Earned-Income-Pay-Stub-Handout (pdf)Download
Financial-Literacy-Class-6-Smart-Spending-Understanding-and-Managing-Expenses (pdf)Download
Financial-Literacy-Class-7-Taxes-the-Cost-of-Freedom (pdf)Download
Financial-Literacy-Class-7-MMM-bii-investment-perspectives-december-2024 (pdf)Download
Financial-Literacy-Class-8-Balancing-Needs-and-Wants-Budgeting-Basics (pdf)Download
Financial-Literacy-Class-9-Broken-Money-by-Lyn-Alden (pdf)Download

Module 3: Owning & Owing Stuff

Explore the concepts of assets, liabilities, equity, and how banks operate to better understand net worth and financial health. 

Financial-Literacy-Class-10-Assets-What-You-Own-and-Why-it-Matters (pdf)Download
Financial-Literacy-Class-11-CASHFLOW-Board-Game (pdf)Download
Financial-Literacy-Class-12-Guest-Instructor-Yannis-Koumantaros (pdf)Download
Financial-Literacy-Class-13-Guest-Instructor-Demetre-Christofilis (pdf)Download
Financial-Literacy-Class-14-Guest-Instroctor-Jack-Westphal (pdf)Download
Financial-Literacy-Class-15-Liabilities-Understanding-and-Managing-What-You-Owe (pdf)Download
Financial-Literacy-Class-16-Equity-and-Net-Worth-Understanding-Wealth (pdf)Download
Financial-Literacy-Class-16-HB-1285-Financial-Education-Graduation-Requirement (pdf)Download

Module 4: Exploring Bitcoin

Discover what makes Bitcoin unique as a digital currency, how it works, and its potential role in the future of money.

Financial-Literacy-Class-17-Banking-and-Traditional-Financial-System-Basics (pdf)Download
Financial-Literacy-Class-18-Bitcoin-101-Permissionless-and-Decentralized-Digital-Money (pdf)Download
Financial-Literacy-Class-19-Bitcoin-Transaction-Step-by-Step-Business-Plan-Project (pdf)Download
Financial-Literacy-Class-19-Suggested-Business-Plan-Outline (pdf)Download

Module 5: Time & Money

How do time and money work together? Learn about inflation, interest, compound growth, and annuities to appreciate the power of time in financial decision-making.

Financial-Literacy-Class-20-How-Price-Changes-and-Interest-Work (pdf)Download
Financial-Literacy-Class-20-How-Price-Changes-and-Interest-Work-HBR-Article-What-Causes-Inflation (pdf)Download
Financial-Literacy-Class-21-The-Power-of-Time-Compound-Interest-with-Lump-Sum-Formulas (pdf)Download
Financial-Literacy-Class-22-The-Power-of-Time-Annuity-Basics-Business-Plan-Project (pdf)Download
Financial-Literacy-Class-22-Student-Debt-Video (mp4)Download
Financial-Literacy-Class-23-Is-College-a-Smart-Investment-Business-Plan-Project (pdf)Download
Financial-Literacy-Class-23-Is-College-a-Smart-Investment-Student-Loan-Model (xlsx)Download

Module 6: Getting Started with Investing

Dive into the basics of stocks, bonds, and funds, and learn how anyone can start making smart investment decisions.

Financial-Literacy-Class-24-Smart-Investing-Growing-Your-Money-for-the-Future (pdf)Download
Financial-Literacy-Class-24-Smart-Investing-Growing-Your-Money-for-the-Future-VTI-Report-Card (pdf)Download
Financial-Literacy-Class-24-Smart-Investing-Growing-Your-Money-for-the-Future-VTI-Investment-Growth (xlsx)Download
Financial-Literacy-Class-25-Smart-Investing-II-Building-Blocks-of-a-Strong-Portfolio (pdf)Download
Financial-Literacy-Class-26-Basics-of-Investment-Funds-Business-Plan-Project (pdf)Download

Module 7: Planning For Your Future

Synthesize course concepts and develop strategies for lifelong financial success and adaptability to financial challenges.

Financial-Literacy-Class-27-Putting-It-All-Together-Earning-Investing-Avoiding-Debt-Traps (pdf)Download
Financial-Literacy-Class-28-Business-Plan-Projects-Presentations (pdf)Download
Financial-Literacy-Class-29-Answering-Student-Questions-Life-Lessons (pdf)Download

Supplement A: Cashflow Financial Board Game

CASHFLOW board game instructions 2020 (pdf)Download
CASHFLOW fast track financial statement 2020 (pdf)Download
CASHFLOW rat race financial statement 2020 (pdf)Download

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