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Course | Financial Planning


Financial Planning offers an overview of the job of a financial planner. They look at financial planning objectively, requiring them to regard all aspects of financial planning as relevant to a potential client.

Learners address the importance of financial planning in helping people reach their life goals, setting personal financial goals and a budget, the ethical code of certified financial planners, time-and-money relationships, and tax-reduction strategies. The course includes lessons on saving, borrowing, credit, and all types of insurance. It covers various types of investments, including income and growth investments, and discusses retirement and estate planning.

Planning Tools
For Learners

PLANNING TOOLS provides essential information to guide course implementation, including scope and sequence, detailed lesson plans, semester planning outline, course updates, and project overview. Several courses offer free online resources with hyperlinked URLs to enhance blended, synchronous, and asynchronous learning. The scope and sequence guide the resource selections to ensure the content aligns with lesson topics. The online resource collection includes course outlines, modules, lesson plans, videos, projects, and articles.

FOR LEARNERS: Did you know that in 2030, 85% of the jobs are not in existence yet? So, how can what you are learning in school today possibly prepare you for an unknowable future?

The answer is simple! You do not stop learning just because you graduated from high school. You must embrace the concept of life-long learning to thrive in a highly tech-enabled and information-driven future. Your skillsets are less about what a teacher “poured” into your head and more about exploring issues and topics about which you are passionate. In the future, employers will not be as interested in your grade point average as compared to the initiative you took to extend your knowledge.

Staff Pick

SAP Developer Pre-Internship

Developed by SAP, students can experience a career as a software developer in their company.

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Instructional Units

Unit 1 Getting Started
Unit 2 The Financial Planning Process
Unit 3 Borrowing and Credit
Unit 4 Insurance
Unit 5 Investing
Unit 6 Retirement and Estate Planning
Unit 7 Contemporary Issues in Financial Planning
Unit 8 Career Development in Financial Planning

Featured Resources

Millennial Money

Financial Literacy Resources

In each Millennial Money video, CNBC Make It profiles young adults,...

Money Talks!


Money Talks is a virtual, interactive experience on managing finances. It was created at the University of...

Start a Wondering

Collective Action Projects

The Wonderment is a non-profit platform for youth-led collective action and exploration

Hit the Road


An interactive experience as a group of teens travels across the country. Created by the National Credit Union...

Bank it or Bust!


The object of this game is to budget expenses with the aim of saving for a short-term purchase such as a car or a...

Financial Football


An Interactive game that tests contestants' financial skills, created by the NFL and Visa

Lights, Camera, Budget!


Imagine getting $100 million to produce the next Hollywood Blockbuster. Can you stay within budget?

It Costs What?


An interactive game in which students compare the cost that interest and fees can add to a purchase when using a...

Financial Planning for Catastrophe


Students use a real-life example to analyze the costs and benefits of insurance

Thanks to our community, industry, postsecondary partners, and professional associations for their continued involvement in promoting future ready learning for NAF's educators and learners.

Looking for the old Curriculum Library?

NAF will no longer update the Curriculum Library in the Academy Support Hub (ASH), but you can still access it below. Stay on the NAF Future Ready Learning site for our updated curricula and resources.

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