Financial WISDOM: Money and Finance Made Easy B E1013

When: Six Mondays, 23 February–30 March, 11–12 a.m.
Who: Grade 9 and up
Cost: $295
Where: Online via Microsoft Teams

Money and Finance Made Easy: Money can be a mystery. What is it? How does it work? How do I earn it? How do I save it? How do I invest it? Whether we like it or not, money affects us all and is essential to our lives in the twenty-first century. In this course, Travis Callaway will make money and the financial decisions we all encounter simple to understand, using practical examples and real-life scenarios to help students prepare for their own financial futures. The course will include six lessons, each focusing on a separate piece of the overall financial puzzle:

1. What Is Money and How Does It Work?
2. Banking Basics
3. Budgeting and Spending Wisely
4. Credit, Debt, and Credit Cards
5. Saving and Investing for the Future
6. Real-World Financial Decisions

Travis earned an MBA in finance at Durham University and the Chartered Financial Analyst designation. He has worked as a private equity analyst, a portfolio management senior analyst, a director of private equity, a managing director of venture capital, the vice-president of finance for a technology start-up, and as a part-time chief financial officer for several companies. He is an active investor in start-up companies, the co-founder of a finance advisory business, and teaches business and finance at both the University of Calgary and Mount Royal University.

We require a minimum of five registrants for this workshop to run, so spread the word!

Looking for credits for CALM?

Money and Finance Made Easy aligns very well with General Outcome 2: Resource Choices of CALM 20 by covering banking, budgeting, credit, saving, investing, and real-world financial decisions, helping students learn to use their financial resources prudently, while Investing Made Easy builds depth in the saving and investing portion of this outcome. Signing up for both courses would offer a comprehensive foundation in financial literacy that meaningfully supports the CALM 20 General Outcome 2: Resource Choices. Additional supplementation of learning activities may be necessary. Please consult the Alberta Program of Studies for more information. 

Participating in the Financial WISDOM: Starting Your Own Business Workshop will help you achieve many of the specific learning outcomes associated with CALM 20 within the General Outcome 3: Career & Life Choices. The strongest alignment with the CALM outcomes is in the areas of exploring and advancing careers through entrepreneurship, as well as in developing planning and decision-making skills essential for lifelong career growth. Additional supplementation of learning activities may be necessary. Please consult the Alberta Program of Studies for more information.