Banzai Logo

Personal Finance Standards Database

Hawaii
Hawaii

9th-12th Grades
State Standards

Theme 3: Saving
Content Standards: Students will know that...
1.: People save money for many different purposes, including large purchases such as cars and homes, education costs, retirement, and emergencies.
2.: Savings decisions depend on individual preferences and circumstances, and can impact personal satisfaction and financial well-being.
3.: Compound interest is interest on both the original principal and previously earned interest, as compared to simple interest which is only interest on the original principal.
4.: Financial institutions offer several types of savings accounts, including regular savings, money market accounts, and certificates of deposit (CDs), that differ in minimum deposits, rates, and deposit insurance coverage.
5.: Tax policies that allow people to save pretax earnings or to reduce or defer taxes on interest earned provide incentives for people to save.
Sample learning outcomes: Students will use this knowledge to...
Create a savings plan that will allow someone to make a large purchase in one year, 5 years, and 10 years.
Discuss how savings decisions can affect financial well- being.
Explain the benefit of compound interest as compared with simple interest.
Compare the features of regular savings accounts, money market accounts, and CDs.
Explain how traditional IRAs (individual retirement accounts), Roth IRAs, and education savings accounts provide incentives for people to save.
Theme 2: Spending: Content Standards: students will know that...
Content Standards: Students will know...
1: Price, spending choices of others, peer pressure, and advertising about a product or service can influence purchase decisions.
2: Creating a budget can help people make informed choices about spending, saving, and managing money in order to achieve financial goals
3: Making an informed purchase decision requires a consumer to critically evaluate price, product claims, and quality information from a variety of sources.
4: Housing decisions depend on individual preferences, circumstances, and costs, and can impact personal satisfaction and financial well-being.
5: Federal and state laws, regulations, and consumer protection agencies (e.g., Federal Trade Commission, Consumer Affairs office, and Consumer Financial Protection Bureau) can help individuals avoid unsafe products, unfair practices, and marketplace fraud.
Students will use this knowledge to...: Sample Learning Outcomes
Share examples of how price, spending choices of others, peer pressure, or advertising influence a purchase decision.
Create a budget that includes expenses and savings out of a given amount of income.
Explain the types of information most helpful in making a purchase decision.
Compare the short-term and long-term costs and benefits of renting versus buying a home in their city of residence.
Investigate common types of consumer fraud and unfair or deceptive business practices, including online scams, phone solicitations, and redlining.
Theme 4: Investing
Content Standards: Students will know...
Sample learning outcome: Students will use this knowledge to...
Theme 5: Managing credit
Theme 6: Managing risk
Theme 1: Earning Income
Content Standards: Students will know that...
1: People make many decisions over a lifetime about their education, jobs, and careers that affect their incomes and opportunities.
2: Compensation for a job or career can be in the form of wages, salaries, commissions, tips, or bonuses, and may also include contributions to employee benefits, such as health insurance, retirement savings plans, and education reimbursement programs.
3: People vary in their opportunity and willingness to incur the present costs of additional training and education in exchange for future benefits, such as earning potential.
4: Changes in economic conditions, technology, or the labor market can cause changes in income, career opportunities, or employment status.
5.: Retirement income typically comes from some combination of continued employment earnings, Social Security, employer-sponsored retirement plans, and personal investments.
Sample Learning Outcomes: Students will use this knowledge to…
Discuss how economic and labor market conditions can affect income, career opportunities, and employment status.
Explain why people should evaluate employee benefits in addition to wages and salaries when choosing between job and career opportunities.
Identify common types of payroll deductions.
Describe the importance of having multiple sources of income in retirement, such as Social Security, employer- sponsored retirement plans, and personal investments.
Evaluate the costs and benefits of investing in additional education or training.