Case Challenge

This case study serves as the course capstone, bringing together key financial literacy concepts by creating a realistic 10-year financial plan. Students are expected to synthesize learning from the entire course, including concepts, case study experiences, and FinanceFolio artifacts from all four units—not only the content introduced within the Case Challenge itself. Students examine how character traits, financial decisions, and unexpected challenges influence long-term financial well-being while developing and defending a plan aligned to their goals and values.