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ERIC Number: ED202985
Record Type: RIE
Publication Date: 1980
Pages: 18
Abstractor: N/A
Reference Count: 0
ISBN: N/A
ISSN: N/A
Understanding Personal and Family Financial Planning Education.
American Council of Life Insurance, Washington, DC. Education and Community Services.
This publication for teachers focuses on one specific content area of consumer education--financial planning. The first major section begins by identifying eight competencies in financial planning education. It describes the financial planning process used to anticipate changes in moving from one stage of life to another, choosing the options, and developing a financial plan. Basic adult financial tasks and their outcomes that students will encounter as they pass through the stages of the life cycle are identified. A chart lists different life stages together with selected common financial tasks. A brief discussion of the benefits of financial planning concludes the first section. The second section presents the eight personal and family financial planning education competencies and four to thirteen supporting generalizations for each one. (YLB)
Education and Community Services, American Council of Life Insurance, 1850 K St., N.W., Washington, DC 20006 (free).
Publication Type: Guides - Classroom - Teacher
Education Level: N/A
Audience: N/A
Language: English
Sponsor: N/A
Authoring Institution: American Council of Life Insurance, Washington, DC. Education and Community Services.
Identifiers: Personal and Family Financial Planning
Note: For related documents see CE 028 456, ED 186 055, and ED 186 062.