FPU Syllabus

Class Dates: 8/27/11-11/19/11

Facilitator: Linda Burroughs

Phone: 664-1211 home

All Reading Assignments are from Financial Peace Revisited

Week / Meeting
Date / Reading
Assignments / Other Homework
(Done before next class meets)
1
Super
Saving / 8/27 / Chapter 1
Chapter 2
Chapter 3
Chapter 10 / □Read Getting Started from workbook (P. 8-13)
□Balance Checkbook
□Pray for “buddy”
□Decide and write down what you consider to be ‘a real emergency’
□Quickie Budget (ex: p.25)
□Register for Member Resource Center (MRC) Class Code: ______
2
Relating
With
Money / 9/3 / Chapters 14-18 / □Begin collecting Credit Card offers
□Identify Buddy
□Decide together and write down a set amount that you will not buy at or above without consulting your spouse.
□Complete Forms 1-4
□Log on to MRC
3
Cash Flow Planning / 9/10 / Chapter 19
Chapter 21 / □Balance Checkbook
□Complete Financial Snapshot
□Full zero-based budget (Forms 5-8. Bring to class.)
□Begin using cash envelope system
□Log on to MRC
□Contact Buddy
4
Dumping
Debt / 9/17 / Chapters 7-8 / □Complete Credit Card History form
□Complete Debt Snowball form (Form 10. Bring to class)
□Log on to MRC
□Contact Buddy
5
Credit Sharks in Suits / 9/24 / Chapter 9
Chapter 22
Pg. 311 / □Review your credit report
□Log on to MRC
□Stop Credit Card offers
□Contact Buddy
6
Buyer Beware / 10/1 / Chapter 5 / □Complete Financial Snapshot
□Memorize 5 keys
□Log on to MRC
□Contact Buddy
7
Clause and Effect / 10/8 / Chapter 11
(only “insurance”) / □Complete Insurance Coverage Form
□Identify policies that need to be changed or added
□Calculate how much life insurance you need
□Log on to MRC
□Contact Buddy
8
That’s Not Good Enough! / 10/15 / Chapter 13 / □Tell a friend about FPU
□Log on to MRC
□Contact Buddy
9
Of Mice and Mutual Funds / 10/22 / Chapter 11 (remaining)
Chapter 12 (thru section “To Load or Not to Load”) / □Calculate how much debt payments are robbing your retirement
□Complete Financial Snapshot
□Log on to MRC
□Contact Buddy
10
From Fruition to Tuition / 10/29 / Chapter 12 (remaining) / □Complete Monthly Retirement Planning form (Form 12. Bring to class)
□Complete Monthly College Planning form (Form 13. Bring to class)
□Log on to MRC
□Contact Buddy
11
Working in Your Strengths / 11/5 / Chapter 6 / □Review the DISC chart
□Lay out a 3-year plan
□Log on to MRC
□Contact Buddy
12
Real Estate and Mortgages / 11/12 / Chapter 4
Chapter 13 – 2 parts:
“Real Estate Bargains”
“Owner Financing Bonanza” / □Complete final Financial Snapshot (bring to class)
□Plan Graduation Party
□Testimonial Survey
□Log on to MRC
□Contact Buddy
13
The Great Misunder-standing / 11/19 / Graduation Party! / □Log on to MRC (last chance!)
□Contact Buddy
□Plan 6 month or year group update

If you will live like no one else,

Later you can live like no one else!