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Personal Finance - Life Stages

Personal Finance:

Personal finance typically includes topics such as understanding a family’s money situation and money management, having enough insurance to protect the family, trying to reduce the amount of taxes paid, growing money by investing it, retirement planning and estate planning.



Life Stages Recommended
Ages
Age Type Brief Description Life Lessons Notes
Introduction 2,3,4 Preschooler Kids should be learning about the basics of money by observing,
participating in learning activities, saving for simple toys, and more.
Introduction to Money for Preschoolers  
Beginner 5,6,7,8,9 Primary
Schooler
This series covers beginning Personal Finance topics starting with managing money (Ex. Allowance) and growing money by investing. Beginning Money Management Series for Primary Schoolers Adults may need to help
beginning readers as there
currently is no sound for
the last 2 e-learning modules (invest & loan)
Intermediate 10,11,12 Preteen   Intermediate Money Management for PreTeens  
Advanced 13,14,15,16 Teen   Advanced Money Management for Teens  
Expert 17,18 Young Adult   Expert Money Management for Young Adults  
Certified 19 plus Adult   Certified Money Management for Adults  

 
 


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