COURSE 2 FINANCIAL LITERACY
Session 5

Certificate Program in Sustainable Entrepreneurship – Course 2: Financial Literacy

Financial literacy is understanding how to make choices for deploying money in goal-effective ways. This course will not cover everything but will provide a framework for developing an effective relation with money.

Instructor: Steve Taft

Vice President at Morgan Stanley and author. Steve has been an instructor at the Henry George School of Social Science since 2016.

Location: 149 East 38th Street, New York, NY 10016
Time: 6:30 PM – 8:30 PM
Dates: Wednesdays: 6/12, 6/19, 6/26, 7/10, 7/17
Course is 5 sessions and has a $5 registration fee. Payment or proof of payment must be provided at first session.


Topics

Basic Concepts

  •  Interest
    • What is interest?
    • Why does it even exist? (What does it represent?)
  • Dividends
  • Debt
    • The role of debt
    • Why does debt make sense? (Is debt something to fear?)
  • Equity
    • What is equity?
    • What are different ways to invest in equity?
  • Risk
    • Various types of risk
    • Credit quality Market Interest rate
    • Political Taxes, War, Trade Time (value of money)
  • Opportunity

Taking Control of your Money

  • Managing your financial life
    • Understanding what your money needs to do for you
    • Having a budget that allows for investing
  • Can risk be part of your budget?
    • Prioritizing debts
  • Insurance
    • Its purpose
    • Does it fit in with your life?
  • Open Q&A

Investment Vehicles

  • Funds
    • Types
    • Finding quality and value
  • Bonds
    • Types
    • Finding quality and value
  • Commodities
    • Types
    • Futures

Spending and Saving Strategies

  • Credit Cards and Debit Cards
  • Other payment methods
  • Portfolio Diversification
    • Merits
    • Shortcomings
  • Things that are helpful to understand Yourself!
    • Economic principles (Business cycles, Georgism)
    • Media’s incentives to report or not.

How do current events affect my money?

Open discussion on current events and how to interpret them

COURSE 2 FINANCIAL LITERACY
Session 4

Certificate Program in Sustainable Entrepreneurship – Course 2: Financial Literacy

Financial literacy is understanding how to make choices for deploying money in goal-effective ways. This course will not cover everything but will provide a framework for developing an effective relation with money.

Instructor: Steve Taft

Vice President at Morgan Stanley and author. Steve has been an instructor at the Henry George School of Social Science since 2016.

Location: 149 East 38th Street, New York, NY 10016
Time: 6:30 PM – 8:30 PM
Dates: Wednesdays: 6/12, 6/19, 6/26, 7/10, 7/17
Course is 5 sessions and has a $5 registration fee. Payment or proof of payment must be provided at first session.


Topics

Basic Concepts

  •  Interest
    • What is interest?
    • Why does it even exist? (What does it represent?)
  • Dividends
  • Debt
    • The role of debt
    • Why does debt make sense? (Is debt something to fear?)
  • Equity
    • What is equity?
    • What are different ways to invest in equity?
  • Risk
    • Various types of risk
    • Credit quality Market Interest rate
    • Political Taxes, War, Trade Time (value of money)
  • Opportunity

Taking Control of your Money

  • Managing your financial life
    • Understanding what your money needs to do for you
    • Having a budget that allows for investing
  • Can risk be part of your budget?
    • Prioritizing debts
  • Insurance
    • Its purpose
    • Does it fit in with your life?
  • Open Q&A

Investment Vehicles

  • Funds
    • Types
    • Finding quality and value
  • Bonds
    • Types
    • Finding quality and value
  • Commodities
    • Types
    • Futures

Spending and Saving Strategies

  • Credit Cards and Debit Cards
  • Other payment methods
  • Portfolio Diversification
    • Merits
    • Shortcomings
  • Things that are helpful to understand Yourself!
    • Economic principles (Business cycles, Georgism)
    • Media’s incentives to report or not.

How do current events affect my money?

Open discussion on current events and how to interpret them

COURSE 2 FINANCIAL LITERACY
Session 3

Certificate Program in Sustainable Entrepreneurship – Course 2: Financial Literacy

Financial literacy is understanding how to make choices for deploying money in goal-effective ways. This course will not cover everything but will provide a framework for developing an effective relation with money.

Instructor: Steve Taft

Vice President at Morgan Stanley and author. Steve has been an instructor at the Henry George School of Social Science since 2016.

Location: 149 East 38th Street, New York, NY 10016
Time: 6:30 PM – 8:30 PM
Dates: Wednesdays: 6/12, 6/19, 6/26, 7/10, 7/17
Course is 5 sessions and has a $5 registration fee. Payment or proof of payment must be provided at first session.


Topics

Basic Concepts

  •  Interest
    • What is interest?
    • Why does it even exist? (What does it represent?)
  • Dividends
  • Debt
    • The role of debt
    • Why does debt make sense? (Is debt something to fear?)
  • Equity
    • What is equity?
    • What are different ways to invest in equity?
  • Risk
    • Various types of risk
    • Credit quality Market Interest rate
    • Political Taxes, War, Trade Time (value of money)
  • Opportunity

Taking Control of your Money

  • Managing your financial life
    • Understanding what your money needs to do for you
    • Having a budget that allows for investing
  • Can risk be part of your budget?
    • Prioritizing debts
  • Insurance
    • Its purpose
    • Does it fit in with your life?
  • Open Q&A

Investment Vehicles

  • Funds
    • Types
    • Finding quality and value
  • Bonds
    • Types
    • Finding quality and value
  • Commodities
    • Types
    • Futures

Spending and Saving Strategies

  • Credit Cards and Debit Cards
  • Other payment methods
  • Portfolio Diversification
    • Merits
    • Shortcomings
  • Things that are helpful to understand Yourself!
    • Economic principles (Business cycles, Georgism)
    • Media’s incentives to report or not.

How do current events affect my money?

Open discussion on current events and how to interpret them

COURSE 1 ENTREPRENEURSHIP
Session 5

Certificate Program in Sustainable Entrepreneurship – Course 1: Entrepreneurship

This course teaches the basics of entrepreneurship and enables the student to apply the tools in a real life setting through a combination of theoretical concepts and hands on training. Each session has two parts: one hour of theory and one hour of practice.

Instructor: Mouna Mahouachi

Consultant Mouna Mahouachi (1) will be teaching the Entrepreneurship course at Henry George. She is sharing her knowledge of entrepreneurship and innovation processes since 2014. Ms. Mahouachi started her career at Credit Suisse where she worked on digital transformation projects in both Zurich and New York. There, she practiced intrapreneurship and launched a corporate innovation program called the Creative Lab. She holds a Master’s degree from the Swiss Institute of Technology (EPFL) and has studied the Business Model Canvas at HEC Lausanne with its creator, Alexander Osterwalder. She is also an alumni of the Swiss CTI Entrepreneurship Course “Venture Challenge” and was mentored by Swiss entrepreneur and innovator Nadine Reichenthal. Mouna Mahouachi is now consulting on technology projects, including blockchain, Cloud and HPC and she is the author of an upcoming book about decentralized economies. (1) pronounced: [Moo-na Ma-wa-shee]

Location: 149 East 38th Street, New York, NY 10016
Time: 6:30 PM – 8:30 PM
Dates: Tuesdays: 5/28, 6/4, 6/11, 6/18, 6/25
Course is 5 sessions and has a $5 registration fee. Payment or proof of payment must be provided at first session.


Topics

  • Elevator Pitch and Value Proposition | Form Project Teams
    • The Elevator Pitch
    • Value Proposition
    • Problem Statement
    • Customer Segment
    • Hands-on: Pitch Team Ventures, Form Project Teams
    • Handout: Principles of Pitching, Defining a value proposition, Defining my problem statement, Project Management Tools (Agile)
  • MVP and Value Proposition Canvas | Customer Validation
    • MVP and the Value Proposition Canvas
    • Customer Validation and Pivoting
    • Hands-on: Define teams’ MVP, Customer Validation
    • Handout: Value Proposition Canvas, Theory and tools of MVP and Customer Validation
  • Business Model Part I | Business Model Canvas
    • Business Model Part I (VP, Customer Segments, CR, Marketing Channels, Revenue)
    • Business Plan basics
    • Selected Topics: Design Thinking, Accounting, PR & Marketing: Social Media Marketing, Thought Leadership, PR & Communication
    • Hands-on: Work on ventures’ business model part I
    • Handout: Business Model Canvas, Business Plan Template
  • Business Model Part II | Business Model Canvas
    • Business Model Part II (Partners, Key resources, Key Activities, Costs)
    • Hands-on: Work on ventures’ business model part II | Practice Final Presentations
  • Course Summary | Final Presentations
    • Course summary
    • Final Presentations

COURSE 2 FINANCIAL LITERACY
Session 2

Certificate Program in Sustainable Entrepreneurship – Course 2: Financial Literacy

Financial literacy is understanding how to make choices for deploying money in goal-effective ways. This course will not cover everything but will provide a framework for developing an effective relation with money.

Instructor: Steve Taft

Vice President at Morgan Stanley and author. Steve has been an instructor at the Henry George School of Social Science since 2016.

Location: 149 East 38th Street, New York, NY 10016
Time: 6:30 PM – 8:30 PM
Dates: Wednesdays: 6/12, 6/19, 6/26, 7/10, 7/17
Course is 5 sessions and has a $5 registration fee. Payment or proof of payment must be provided at first session.


Topics

Basic Concepts

  •  Interest
    • What is interest?
    • Why does it even exist? (What does it represent?)
  • Dividends
  • Debt
    • The role of debt
    • Why does debt make sense? (Is debt something to fear?)
  • Equity
    • What is equity?
    • What are different ways to invest in equity?
  • Risk
    • Various types of risk
    • Credit quality Market Interest rate
    • Political Taxes, War, Trade Time (value of money)
  • Opportunity

Taking Control of your Money

  • Managing your financial life
    • Understanding what your money needs to do for you
    • Having a budget that allows for investing
  • Can risk be part of your budget?
    • Prioritizing debts
  • Insurance
    • Its purpose
    • Does it fit in with your life?
  • Open Q&A

Investment Vehicles

  • Funds
    • Types
    • Finding quality and value
  • Bonds
    • Types
    • Finding quality and value
  • Commodities
    • Types
    • Futures

Spending and Saving Strategies

  • Credit Cards and Debit Cards
  • Other payment methods
  • Portfolio Diversification
    • Merits
    • Shortcomings
  • Things that are helpful to understand Yourself!
    • Economic principles (Business cycles, Georgism)
    • Media’s incentives to report or not.

How do current events affect my money?

Open discussion on current events and how to interpret them