School District of Holmen

Building Wealth

Phon
Instructor Chris Sullivan 608-526-3372 ext. 6148
e
Room E-
Room #150 (office #146) sulchr@holmen.k12.wi.us
Number mail
Prerequisi Credi
Personal Finance 1 Credit
tes ts

Course Description
This senior class will prepare students for the life ahead. The purpose of this class is to
introduce students to some of the most important and relevant subject areas they
will use in “real-life.” Paying for college, filing taxes, and saving for retirement
are a few topics that will help students make better decisions in their everyday
life. Rather than being simply a money class, this course is a life happiness class.

Course Objectives directly aligned with State Standards:

By the end of this course, students will be able to:
 Set financial goals
 Explain the need to save and invest
 Explain the nature of stocks
 Explain the nature of bonds
 Explain the nature of mutual funds
 Describe sources of securities information
 Explain factors to consider when selecting investments
 Describe employment opportunities in financial services

Assessments:
15% Formative (Daily Work)
70% Summative (Quizzes/Tests)
15% Final Exam/Project

Grading Scale:
A+ (100-98%) B+ (91– 89%) C+ (82-80%) D+ (73-71%)
A (97-95%) B (88-86%) C (79-76%) D (70-68%)
A- (94-92%) B- (85-83%) C- (75-74%) D- (67-65%)

Resources:
Each day you should come with…

Page 1
School District of Holmen

1. Pen/pencil
2. Binder
3. Chromebook

Course Calendar:
Note: Calendar subject to slight changes due to school conflicts, class progress, etc.

Unit 1: Values and Happiness

Course Introduction
Values and Happiness
Live Below Your Means

Unit 2: Debt
Credit Cards
College

Unit 3: Income
Income
Taxes
Interviews

Unit 4: Investing
Types of Investments
Bonds
Stocks
Mutual Funds
ETFs

Unit 5: Freedom
Retirement
IRAs

Unit 6: Real Estate

Homeownership

Unit 7: Charity
Philanthropy

Page 2