Personal Finance for Homeschoolers

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This course is designed to qualify for at least a half credit of high school coursework and satisfy the personal finance requirement.

Personal Finance for Homeschoolers is a comprehensive course on basic money management, personal financial planning, and basic business planning. We are not fans of rote learning, memorization for the sake of completing a class, or test-taking skills. The format of the course is primarily case-study. The benefit to a case-study approach is that the student learns to apply the material learned.

The class generally uses the following format:

  • The student begins the lesson with a non-graded pre-test meant to measure the student’s knowledgeable about the subject in the lesson.
  • The student (and teacher) then work through the lesson material.
  • Each lesson is followed by a graded quiz. The quizzes are presented in case-study format meant to help the student apply what they learned in the lesson.
  • There are also three course assignments. The first is for the student to open a bank account. The second is for the student to complete a financial planning case study. The third is for the student to prepare a business plan. For the two case studies, a sample financial plan and business plan are provided.

In the case studies, we are inviting the student to play the role of a financial planner!

In the pre-tests and quizzes, we have provided commentary to explain why answers are correct and incorrect. We also have downloadable material for the teacher to assist in developing grading rubrics and understanding the material. As an online class, graded quizzes do provide instant quiz results.

Zacchaeus Financial Counseling, Inc. is a 501(c)(3) non-profit organization, and our primary mission is to serve individual clients through financial planning. In this class, the student is benefitting from our experiences with clients and our professional experience spanning more than 20 years in the field of financial planning and taxation. We also regularly provide mini-classes in our local area based on the material in this course and may offer this class in-person locally from time-to-time.

We encourage you to contact us with questions or to receive insight on topics or areas in which the teacher or student may struggle. We like to hear from you!

Thank you for purchasing the class!

Course Content

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