Financial Education Module

This is Reg from BPI Foundation. The project: Financial Education Module (Book)

    We will need the following services:
    1. Content Writing of our Financial Education Module.



    2. Translation. (English to Filipino)

    We already have an outline for the module and it already have its discussion points.

Financial Education Module Outline

1.    Introduction
a.    Pre-questionnaire
b.

    Definition of Financial Resiliency
c.    Stages in Life
2.    Managing Your Savings
a.

    Smart Goals
b.    Emergency Savings.
c.    Retirement Planning
d.    Budgeting
i.    Savings Formula
ii.

    Auto-Debit Mechanism
Insurance (e-mail bplac and bpi m/s)
e.    Health Insurance
f.    Life Insurance
g.
  Non-Life Insurance for Assets
3.    Managing Credit Wisely
a.    Good Debt and Bad Debt (Banks can help me borrow loans from my future self.)


b.    Responsible Credit Card Handling (Secured Credit Card)
c.    Other options
d.    Prohibited Collection Practices
e.

    Tips before borrowing (Loan Calculator)
4.    Understanding Fundamentals of Investing.
a.    Inflation
b.    Insurance Vs. Investing; Saving Vs.

Investing
c.    Investment Options (Fixed Income, Variable Income, Business)
d.    Risk Profile and Investment Personality
e.

    Identifying and Avoiding Financial Scams
5.    Wrap-up
a.    Post-questionnaire
b.

  Summary

Must haves every chapter:
1.    Overview
2.    Definition of Terms
3.

    Exercises (Quiz, Situational)
4.    Infographic
5.    Pre and Post Test

FAQs:
1.
Target users of the manual?
- We do not have a specific target audience for the module as we intend to use it as standard resource to all our seminars, whatever demographic they belong. Our previous beneficiaries are teachers, uniformed men, low income filipinos, farmers, mothers, out of school youth.
2. Are the different subtopics per chapter the only terms to be defined or a more detailed explanation of the subtopics is needed?
- Maybe go a bit in-depth on the discussion of the subtopics, by sharing anecdotes or cases. But still nothing too text heavy.
3. Since each chapter has exercises, are there specific subtopics you prefer to be focused on (especially in the situational)? Are there any specifications about the quiz?
- The exercises will have to be at your discretion. What content in the quiz would be best to measure if there were any learning from the chapter.
4. Are the infographics in the discussion points the ones to be used per chapter?
- Yes the infographics will most likely be the one to be discussed per chapter. But it may be updated.