Directions:

You are a financial advisor. One of your clients is a 20-year old with $75,000 in savings and they work part-time making $25,000 a year. Your client wants to go to the local university and buy a house. You will help advise your client on the best financial decisions they can make to help their dreams become a reality. You will use the CFNC site as a resource to help you guide your client.

https://cfnc.financialliteracy101.org/home/factsheets_public.cfm#2

You will address each of the following topics, for your client, on a PowerPoint slide.

1. Choosing a bank and avoiding fees
2. Building your credit and your credit report
3. Identity Theft
4. Financial Aid Options
5. Financial Troubles
6. Types of Insurance they need
7. Renting an apartment
8. Saving and Investments
9. Buying a car