Student Achievement Portfolio
Real projects from learners developing practical financial skills through hands-on experience
Skill Development Framework
Building Financial Literacy
Students begin with fundamental concepts, creating basic budgets and learning core financial principles through guided exercises.
- Personal budget creation
- Expense tracking systems
- Basic investment concepts
- Financial goal setting
Analytical Application
Learners tackle complex scenarios, analyzing real market data and developing comprehensive financial strategies for various situations.
- Portfolio analysis projects
- Risk assessment models
- Market research techniques
- Financial planning software
Independent Mastery
Advanced students create original research projects and present sophisticated financial analyses that demonstrate professional-level competency.
- Original research projects
- Professional presentations
- Advanced modeling techniques
- Strategic planning documents
Featured Student Work
Retirement Planning Calculator
Created by Zelda Morrison - Fall 2024
Interactive spreadsheet tool that helps users calculate retirement savings needs based on multiple variables including inflation, investment returns, and lifestyle goals. Features comprehensive scenario modeling and visual progress tracking.
Small Business Financial Assessment
Developed by Quincy Fletcher - Winter 2025
Comprehensive financial health evaluation for local businesses, including cash flow analysis, profitability metrics, and growth recommendations. Project included real client consultation and implementation of suggested improvements.
Learning Journey Milestones
Foundation Building
Students complete their first budget analysis project, learning to identify spending patterns and create realistic financial goals.
Analytical Skills
Learners develop intermediate projects involving investment analysis and risk assessment using real market scenarios.
Advanced Application
Students create comprehensive capstone projects demonstrating mastery of financial planning concepts and professional presentation skills.

Briony Westfield
Completed 2024
Developed comprehensive debt management system now used by local credit counseling service

Cordelia Thorne
Completed 2024
Created investment portfolio tracking tool that earned recognition at regional student finance competition