Our PRECISE Financial Literacy Program

“The number one problem in today's generation and economy is the lack of financial literacy.”

  - Alan Greenspan, Former Federal Reserve Chairman (1987-2006）

“The financial preparedness of our nation’s youth is essential to their well-being and of vital    

  importance to our economic future.” 

  - Ben Bernanke, Former Federal Reserve Chairman （2006-2014）

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PRECISE specializes in structuring financial literacy programs for children and teenagers, so that they make wise financial decisions and learn to cherish pursuits and values beyond material riches.

Our team comprises top global professionals from Harvard and Stanford who have among them a wealth of experience and skills in finance and education.

We have formulated financial literacy programs using best practices recognized and employed by Harvard and Stanford.  Our programs are closely supported and updated by the community at the top universities.

Fundamental Financial Literacy Program for Elementary School Students

This program contains fundamental courses that help students learn the basic concepts in financial literacy.  It provides students with an all-encompassing understanding without delving into the complexities of the concepts. 

Sample courses:

•  Introductory Financial Literacy

Provides students with a more accurate understanding of financial literacy.  It also inculcates the right value among children and help them understand how financial literacy can help promote these values.

The course also helps students develop a basic understanding of core concepts such as budgeting, financial planning, financial risks and other basic financial theories.

•  Introductory Finance for Elementary School Students

This is a “First Course in Finance” for students.  The course aims at ensuring that students develop a good understanding of important financial theories.  Through the course, students will learn the different types of financial systems in different parts of the world, financial markets, financial organizations etc. 

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The course will also provide students with a basic understanding of international finance and foreign currency markets, risks and hedging.

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In order to ensure that the students appreciate what they learn, we will further demonstrate how fluctuations in the financial world impact their daily lives in a way that they can easily understand. 

Intermediate Financial Literacy Program for Elementary School Students

The courses in the program will help the students build a more advanced understanding of the concepts and theories that they have acquired in the fundamental courses.

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At the same time, we will introduce additional financial concepts through the intermediate courses.  The courses in this program will continue to focus on inculcating students with right value and understanding of financial literacy.

Sample courses:

•  Intermediate Financial Literacy

This is an intermediate course on financial literacy for elementary school students. Building on the basic financial knowledge that the students have previously acquired, the course aims to ensure students can more accurately understand and put into use the essential theories in financial planning, investments and risks.

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In addition, we will put more emphasis on the introduction of financial and banking establishments and financial management.  This provides students with a basic understanding of the functions of such establishments and their importance in the business world as well as how we can leverage the expertise of such establishment in our financial plans.  

•  Intermediate Financial Planning for Elementary School Students

This course is a more intensive guide building on the basic knowledge that students acquire from ‘Introductory Financial Literacy’.   

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It provides students with dedicated tools to help them develop a more advanced understanding of the theories in budgeting, investments and risks. Students will undertake more initiatives in building their own financial plans.  In the process, the course will put more focus on guiding the students on how to more accurately define risks and how to hedge the risks. 

Advanced Financial Literacy Program for Elementary School Students

Courses in this program build on the theories and concepts that students acquire in the fundamental and advanced programs.  The courses focus on relatively advanced concepts in financial literacy such as introducing students to basic theories in international finance. 

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In addition, the courses also emphasizes more on practicality that requires students to incorporate more advanced financial literacy concepts in their financial plans. 

Sample courses:

•  Financial Management and Planning For Your Future

This course is an advanced guide building on the basic knowledge that students acquire from the fundamental and intermediate courses.   

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We will guide students in establishing a clearer understanding of their financial needs in the future.  Students will make use of many of the concepts they have learned to build a full-fledged financial plan.

•  International Finance

This course aims to help students develop an understanding of more advanced knowledge in international finance.  The course will focus on the foundations of international finance such as the foreign exchange markets (building on the concepts they have acquired in the fundamental and intermediate courses), foreign exchange exposure and management, world financial markets, financial management of multinational firms etc.