17 maggio 2018
On June the 4th 2018 all the students belonging to the 3^ A, 3^ B , 4^ A and 5^ A classrooms of the Technical Technological IT field of studies and the 3^ A, 4^ A and 5^ A classrooms belonging to the Technical, Economics and Tourism field of studies will take part in the event “Financial Education in compliance with the UNI 11402 regulations”.
The class will be held by Mr. Fabrizio Pirola, financial advisor and former student at the Freud Institute and it will take place at the School's premises.
CONTENTS
The financial Education (UNI 11402 European Regulations) is the activity aimed at acquiring the skills to fulfil the private goals along our life span according to our priorities.
We are talking about the welfare regarding all the citizens and their objectives in life, two main aspects in any economic and social concern in order to protect them and teach them how to protect themselves when they realize how to make their life satisfactory through buying a house, manage unexpected expenses or saving money for their children studies. One of the possible connections between the welfare and our goals (it's not the only one but it is maybe the most immediate and practical) is related to the education and the finncial planning. These activities interact with our life and our behaviour as citizens and they influence the way the institutions organize the welfare. The UNI 11402 represents the good practice nowadays, it is the reference point we must always take into consideration whenever we spread the financial eduction. The UNI 11402 standard about the financial education is a modern and immediate regulation, it is the National regulation that states the financial education process according to the three types that are required at the European level like the information, the education and the objective advisory services. This regulation includes some important definitions and it states the requirements to be followed in order to spread the contents and it also contains the guidelines about the ways to check the process.
In details, the following topics will be analyzed:
- Protection of utilities: prevention.
- Protection of future utilities: supplementary pension since it is important to start thinking about it when you are young.
- Liquid assets: current accounts, how they work and how to manage them.
- Saved money: how to put up a fund to face the unforeseen events.
- Life objectives: how to reach your goals without making any debts.
AIMS
- Promoting the awareness about the economic well-being.
- Understanding the economy as a science that can deeply influence the development and the quality of our life at a global level.
- Spreading the financial culture so that we can effectively deal with the banks, the financial and the insurance serives.
- Making the students aware of their choices within the economic and financial field.
OBJECTIVES
- Knowing in details the UNI 11402 regulation and its relevant characteristics in a period of strong economic financial crisis.
- Developing a proper awareness of the potential of the financial tools at our disposal provided they are used in the proper way
- Knowing how to run our savings and how to plan our investment budget.
