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Business volunteers arrive about one hour before
students and go over a brief "Financial Advisor" training. |
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Students begin with a brief intro to JA Finance
Park® in the training center. They receive their JA Finance Park®
student packet and cover an overview of the day. |
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One of the first steps is
to log-in. They enter their account # pin #, and then their
name. |
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Working with their
Financial Advisors begin by completing their "Net Monthly Income"
worksheet. This calculation helps them determine how much they
will have available to spend each month. |
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"Pay yourself first" is
the first budgeting decision. This activity emphasises the
importance of savings. Emergency fund, money for a
down payment on a house, and a fun item make up the savings plan
activity. |
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Financial Advisors assist the students in the
calculations and help answer questions along the way. |
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Each students review the ticker board to
calculate the value of their stock portfolio. This is part of
the time spent on investments for the retirement and college for
children. |
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Once a student has
completed all of their purchases they are ready to "check out". This process reviews their information to make sure they have made
all of their payments and that they are within their budget. |
