Personal Management Merit Badge Checklist
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MB Requirements Checklist
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Merit Badge:Personal Management MB
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Counselor:Barbara Allan ( *x - done w Kathy 2015)
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Date:Fall 2017/Spring 2018
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Updated for Fall 2018
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Requirements
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Name1a1b1c2a2b3a3b3c3d3e3f3g3h4a4b4c5a5b5c6a6b6c6d6e7a7b7c7d7e8a8b8c8d9a9b9c9d9e10a10b
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Connor Robinson (COMPLETE 9/24/18)
xxxxxxx
n/a
x
n/a
xx
n/a
xxxxxxxxxxxxxxxxxxxxxxxxxxx
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Reese Livingstone (started 9/18/17)
xxxxxxx
n/a
x
n/a
x
n/a
xxxxxxxx
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3Josh Reid (started 11/2016)xxxxx
n/a
n/a
n/a
*x*x*x*x*x*x*x*x*x*x*x
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5Coby Reid (started 9/18/17)xx
n/a
x
n/a
x
n/a
xxx
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Reed Pennell (started MBU Fall 2017)
xxxxx
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7Ty Antonsonxxxxx
n/a
n/a
xxxxxxxxxxxxxxxxxxx
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8Nico Boileau (COMPLETE 9/24/18)MMMxxMMMMMMMMMMMMMMMMMMMxxxxxxxxxxxxxxMM
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9Jamdagny, Avi
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Jackson, Avery (finish partial) See Archive
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11Eckler, Rodney (finish partial)
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12Drew Berbaum (started 10/8/18)xxn/axxxn/an/axxxxx
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1a
Choose a family item to purchase
4a
Discuss saving vs investing
7d
Explain credit reports
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1b
Write a plan to save money for item. Discuss with counselor
4b
Discuss ROI and risk
7e
Explain ways to reduce debt
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1c
Written shopping strategy
4c
Discuss simple vs compound int
8a
To-do list with importance of items
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2a
13 week budget and tracking
5a
Explain: Five stocks - current price
8b
7 day calendar
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2b
Compare budge with actual
5b
Explain: Five stocks - 1 day change
8c
Journal of 7 day calendar
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3a
Discuss emotions when rec'v money
5c
Explain: Five stocks - 52 wk hi/low
8d
Discuss above and what to do differently
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3b
Discuss amount $ and shopping habits
6a
Explain: adv/disadv of: Common stocks
9a
Define written project (no actual project is req'd)
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3c
Discuss buyer's remorse
6b
Mutual funds
9b
Timeline for project
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3d
Discuss hunger and shopping
6c
Life insurance
9c
Describe project
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3e
Discuss advertised item vs actual
6dCD9d
List of resources
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3f
Discuss savings account
6e
Savings account or US bond
9e
Budget for project
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3g
Discuss charitable giving
7a
Explain loan, int, APR
10a
Choose a prospective career
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3h
Discuss how to better manage $
7b
Explain ways to borrow
10b
Research & discuss career
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7c
Explain charge/debit/credit cards
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