đź’¶ Personal Finance, Budgeting, and Consumer Rights

Workshop overview

Participants: young people aged 18–30

Duration: 180 minutes

Main goal: Build practical skills in managing a personal budget, making informed consumer decisions, understanding contracts and subscriptions, and knowing where to seek help.

Learning objectives

Agenda (180')

0–15' Opening and expectations
15–45' Module 1 – Budget: income, expenses, savings
45–75' Module 2 – Banking and payments
75–95' Break
95–135' Module 3 – Consumer rights
135–170' Module 4 – Debt and subscription traps
170–180' Evaluation and wrap‑up

Modules

📊 Module 1 – Budget

50/30/20 rule, fixed vs. variable expenses, envelope method, emergency fund.

âś… Tip: Automate savings on payday to make it effortless.
Mini exercise: Write your monthly income and categorize expenses. Mark 3 costs to reduce next month.
🏦 Module 2 – Banking and payments

Types of accounts and cards, online transfers, payment safety (2FA, strong passwords, trusted Wi‑Fi).

⚠️ Never share one‑time codes or passwords. Banks will not ask for them.
🛡️ Module 3 – Consumer rights

Withdrawal from distance contracts (14 days), warranty vs. guarantee, complaint steps, where to get help.

📱 Module 4 – Debt and subscription traps

Reading T&Cs, hidden fees, autorenewals, BNPL risks, payday loans, debt spiral prevention.

FIN Materials

FIN1 – Budget worksheet
FIN2 – Banking safety checklist
FIN3 – Consumer rights quick guide
FIN4 – Subscriptions and fees tracker
FIN-R – Assessment rubric

Evaluation