MoneyCulture© Core Curriculum

STEPS TO FINANCIAL LITERACY

What is MoneyCulture
The Need for Investor Education
The Boomer Savings Crisis
You May be Pretty, but You’re not a Six
How to Pick the Right Advisor
Designations: It’s All About Sales.
Financial Resources
What Can MoneyCulture do for You (Peter Lewis)

OWN A COMPANY: STOCKS

Types
Categories
Buying and Selling

LEND A COMPANY MONEY: BONDS

Basics
Types
Buying and Selling

OTHER VEHICLES FOR INVESTING

Mutual Funds & ETFs
Savings
Alternatives.
Annuities

SETTING INVESTMENT OBJECTIVES TO REACH YOUR GOALS

Introduction to the Investment Process
Determining Investment Objectives
Setting Objectives
Risk
Return Vs. Risk
Implementation: Manager Selection
Ongoing Evaluation

INVESTMENT STRATEGIES

Strategies
Asset Allocation
Strategic Investments
Other Strategies
Managed Accounts

THE FEDERAL RESERVE

Banking
The Fed
Money Supply
How the Fed Works
Interest Rates
Why the Fed Works

UNDERSTANDING ECONOMICS

Basics of Market Economics
Capitalism
Globalism

WHAT IS THE MARKET AND WHAT MAKES IT MOVE

What Makes Markets Move
Big Oil: Blame Wall Street