Comprehensive Course (Self-Paced E-Learning)

Our Comprehensive 7-Step Course is an e-learning course that integrates financial literacy and character education into seven steps. It is for parents, and they can access the categories for all age groups regardless of their children’s age and go through learning materials, pre-recorded video lectures, notes, and quizzes independently anytime.

  • The course is for parents.
  • Some of the materials, pre-recorded videos, and quizzes are for children.
  • Parents can ask questions at the Feedback Session between Step 4 and Step 5.
  • The feedback session will be via Zoom or email, depending on the student’s choice.


The 7-Step Course Outline

Teaching kids about being independent and shaping their desired future involves instilling values, fostering essential skills, and encouraging a positive mindset, so we combine Financial Education and Character Education into 7 Steps.

This course is designed for parents to participate in their child's financial education journey actively.

Step 1. Model Positive Behavior and Provide a Safe/Supportive Environment:

  • Be a role model in demonstrating good habits, ethics, and a positive attitude.
  • Set solid core values about money for yourself and your family.
  • Create an environment where kids feel safe to express themselves and take risks.
  • Offer support and guidance while allowing them to make their own decisions.

Step 2. Basic Economics -Needs/Wants, Resources, Scarcity, and Opportunity Cost:

  • Teach about the economic effect of prioritizing and decision-making.
  • Teach about sustainability and the importance of protecting the environment.
  • Teach them to use the money to enrich themselves and others.

Step 3. Teach Financial Literacy:

  • Introduce the value of saving, budgeting, and making informed spending choices.
  • Basic knowledge of Investing and Taxes that relate to their childhood life.

Step 4. Goal Setting:

  • Provide opportunities for kids to explore their interests and passions.
  • Please encourage them to set both short-term and long-term goals.
  • Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) to guide them.

Step 5. Encourage Community Involvement and Service:

  • Teach the value of giving back and contributing to society.
  • Discuss community needs and talk about different causes and why they matter.
  • Please encourage them to choose causes they are passionate about.

Step 6. Develop Critical Thinking and Problem-Solving Skills:

  • Encourage kids to ask questions, think critically, and solve problems creatively.
  • Practice these skills using real-life scenarios.

Step 7. Highlight the Importance of Well-being:

  • Educate kids about emotional intelligence.
  • Encourage healthy habits and self-care practices.

By implementing these strategies, parents can ensure their children develop positive financial habits, skills, and attitudes that will benefit them throughout their lives. They can also gain confidence in managing their finances, leading to greater independence and self-assurance in their personal and professional lives.

Being patient, supportive, and consistent in reinforcing these lessons over time is essential.

This course is for the students who have already taken the Introductory Course.