Intro to Finance (10th-12th)

  • General Academics
Capistrano Beach, Dana Point, CA 92624, USA
Sep 10 2026
May 27 2027
Please pay the teacher directly
$0.00 USD
  1. Thu1:45 - 3:15 pm

Description

Title of Class: Introduction to Finance

Grades: 10-12

Course Description: Focusing on the use of mathematical processes to make financial
decisions, this course will cover topics such as income and expense assessments,
budgeting, banking and investments, credit and loans, determining tax liability and
impact, and retirement and insurance considerations. This course will also involve
career planning activities to help the student consider the financial impact of future
educational and career choices.
Prerequisite: Algebra I
Cost Per Semester: $360 (please note – this includes tuition as well as a fee for course
materials (course notes, classroom/homework exercises, reading material, etc.) which
will be provided to the students). $100 non-refundable deposit is due by June 1 st .

Textbook, workbooks, or materials needed for class: Instructional materials will be
provided to the students. Student will also need: 3-ring binder for handouts, stapler,
handheld calculator (at a minimum a four-function calculator, a calculator that has the
ability to calculate exponents will be helpful), pencils and erasers

Class Min: 10
Class Max: 16

Payment Methods: 
Venmo: N/A
Zelle: [email protected] or 949-233-6389
Check made out to: Natalie Winter

Email:  [email protected]

Bio: For over fifteen years, Dr. Natalie Winter has taught business concepts to both
undergraduate and graduate students at California Baptist University. As a mom of two
young children, she knows how difficult it can be for students to appreciate how relevant
math is to their everyday life; as a college professor and former director of marketing,
she knows how important it is for students to have a robust understanding of financial
calculations. Natalie is excited to help high school students gain these
skills so they may be further equipped for future success.

Class dates

09/10/2026, 09/17/2026, 09/24/2026, 10/01/2026, 10/08/2026, 10/15/2026, 10/22/2026, 10/29/2026, 11/05/2026, 11/12/2026, 11/19/2026, 11/26/2026, 12/03/2026, 12/10/2026, 12/17/2026, 12/24/2026, 12/31/2026, 01/07/2027, 01/14/2027, 01/21/2027, 01/28/2027, 02/04/2027, 02/11/2027, 02/18/2027, 02/25/2027, 03/04/2027, 03/11/2027, 03/18/2027, 03/25/2027, 04/01/2027, 04/08/2027, 04/15/2027, 04/22/2027, 04/29/2027, 05/06/2027, 05/13/2027, 05/20/2027, 05/27/2027

Restrictions

Participants must be entering grades 10 to 12.

Program enrollment capacity

Minimum: 10

Maximum: 16

Registration period

Registration starts on 02/23/2026 and ends on 05/03/2027.

In-person location

Capistrano Beach, Dana Point, CA 92624, USA
Express Registration