Financial Literacy: Lesson Exemplar in Business Finance w/ Integration of the BDO Financial Educational Video

Teacher's Guide, Lesson Plan, Lesson Exemplar  |  DOCX

Published on 2020 February 18th

(Lifted from DM 32, s. 2019 – Financial Literacy Learning Resources) “The Department of Education (DepEd) disseminated Financial Literacy Learning Resources consisting of videos and lesson guides through the DepEd Learning Resource Portal." The learning resources focus on simple ways to save and manage one’s expenses. These were developed by the BDO Foundation (BDOF), in coordination with the Bangko Sentral ng Pilipinas (BSP) and DepEd. The development of these learning resources supports the DepEd’s initiative to strengthen the integration of economic and financial literacy in basic education. The list of financial literacy learning resources with its title, learning area, grade level, competency code, and covered topics are provided. Everyone is encouraged to use the said learning resources for the training of teachers, and non-teaching personnel and for classroom instruction.

Curriculum Information

K to 12
Grade 12
Introduction to Financial Management Review of Financial Statement Preparation, Analysis, and Interpretation Financial Planning Tools and Concepts Sources and uses of short- term and long-term funds Basic Long-term Financial Concepts Introduction to investment Managing Personal Finance
Explain the major role of financial management and the different individuals involved Distinguish a financial institution from financial instrument and financial market Enumerate the varied financial institutions and their corresponding services Compare and contrast the varied financial instruments Explain the flow of funds within an organization – through and from the enterprise—and the role of the financial manager Prepare financial statements Define the measurement levels, namely, liquidity, solvency, stability, and profitability Perform vertical and horizontal analyses of financial statements of a single proprietorship Compute, analyze, and interpret financial ratios such as current ratio, working capital, gross profit ratio, net profit ratio, receivable turnover, inventory turnover, debtto- equity ratio, and the like Identify the steps in the financial planning process Illustrate the formula and format for the preparation of budgets and projected financial statement Explain tools in managing cash, receivables, and inventory Cite bank and nonbank institutions in the locality that would serve as possible sources of funds for business operations Compare and contrast the loan requirements of the different bank and nonbank institutions Draw a flow chart on the steps in loan application List down obligations of entrepreneurs to creditors Identify uses of funds Calculate future value and present value of money Compute for the effective annual interest rate Compute loan amortization using mathematical concepts and the present value tables Apply mathematical concepts and tools in computing for finance and investment problems Explain the risk-return trade-off Compare and contrast the different types of investments Classify investment according to its type and features, and advantages and disadvantages Measure and list ways to minimize or reduce investment risks in simple case problems Enumerate money management philosophies Illustrate the money management cycle and gives examples of sound practices in earning, spending, saving, and investing money

Copyright Information

Department of Education, BDO Foundation
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Technical Information

16.03 MB