1. Login daily
  2. Pay bills on-time
  3. Adjust 401(k) contribution % and bank account type, as needed
  4. Read simulation communications via email, Dashboard Alert, and push notifications
  5. Maintain their CFS reconciled
  6. Take quizzes and surveys
  7. Review pay stubs and W-2
  8. Use the Student Quick Tips to help navigate the simulation and perform common tasks
  9. Use the Knowledge Base to answer questions about the game, scoring, website navigation, etc.


  1. Open the PERSONAL FINANCE Google Doc and re-visit your responses to the questions before you completed Module 4. In addition to the 5 pre-questions, list the criteria creditors would want to know prior to lending money. Create a spectrum of the range of credit worthiness for each category. Use the following instructions to design your survey and rubric (use Google Forms!!!):
      1. You are an employee of a bank. You work in the lending department. Using your understanding of the criteria that lenders and credit agencies look for in issuing credit, create a credit survey and evaluation rubric to measure the creditworthiness of a potential borrower. In designing your rubric, keep the following in mind:
        1. Record the type of information you would want to know about the potential borrower.
        2. Write out a survey questions that you would want to ask them to learn more about them.
        3. Record a grade for each question (letter or number) based on their response.
        4. Based on a summation of all individual answers and scores, evaluate the creditworthiness of potential borrower as poor, below average, average, good, or very good.
  2. TEST: Review the pre-questions at the beginning of this unit. Re-answer each of the questions using red font AFTER your initial response (do not delete your initial answer) given the knowledge your gained during this lesson.


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