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Financial Literacy Project #3: The Next · PDF fileFinancial Literacy Project #3: ... goal of this final project is to plan, ... E. Banking – Saving and Checking F. Life Insurance

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Page 1: Financial Literacy Project #3: The Next · PDF fileFinancial Literacy Project #3: ... goal of this final project is to plan, ... E. Banking – Saving and Checking F. Life Insurance

Financial Literacy Project #3: The Next Step After you graduate from BCIT and turn 18, it will be YOUR responsibility to take care of your lifetime of purchases, salary, living expenses, saving, health coverage, investments, banking, insurance and retirement. The goal of this final project is to plan, budget, protect and prepare yourself for your future. Requirements 1. Create a 10-part presentation (using a tool such as Power Point) that encompasses a variety of areas of your future financial life. For each part, you need to compare two similar companies/stores/options: A. Occupation B. Housing C. Transportation D. Credit Cards E. Banking – Saving and Checking F. Life Insurance G. Retirement H. Phone, internet and TV service I. Clothing J. Food 2. Each part/slide should compare the two options, listing benefits and drawbacks of each. Make sure it is factual and visually appealing. 3. You must also analyze your research in a two-page summary that describes the method you used in your research, the value of this research to you, and three specific things you learned from this assignment.

Page 2: Financial Literacy Project #3: The Next · PDF fileFinancial Literacy Project #3: ... goal of this final project is to plan, ... E. Banking – Saving and Checking F. Life Insurance

Grading and Rubric for Financial Literacy Project #3: The Next Step

5 3 1 0

Presentation Part A (5 points)

Shows an excellent comparison between the two options; details of package/items; no spelling or grammatical errors; excellent visual

Shows a good comparison between the two options; details of package/items; some spelling or grammatical errors; good visual

Shows an incomplete comparison between the two options; details of package/items; many spelling or grammatical errors; average visual

Not completed

Presentation Part B (5 points)

Presentation Part C (5 points)

Presentation Part D (5 points)

Presentation Part E (5 points)

Presentation Part F (5 points)

Presentation Part G (5 points)

Presentation Part H (5 points)

Presentation Part I (5 points)

Presentation Part J (5 points)

Written assessment (25 points)

Excellent description of how you chose your two companies, completed your comparison, analysis includes three specific things learned; zero to two grammatical or spelling errors

Good description of how you chose your two companies, completed your comparison, analysis includes at least one specific thing learned; three to five grammatical or spelling errors

Incomplete or confusing description of how you chose your two companies and completed your comparison, does not include lessons learned, more than five grammatical or spelling errors

Not completed