StockTrak is excited to announce an update to our Personal Finance lesson library ahead of the Fall 2025 semester. In addition to our routine annual update of facts and figures across our entire lesson library, we have 3 exciting updates to share:
New Financial Math Lessons
Our Financial Math selection of lessons has been overhauled, with 7 new lessons diving into more concrete math examples, along with interactive calculators and charts to help illustrate.
New lessons include:
- Discretionary Expenses – Understanding Central Tendency
- Vacation Vibes – Planning the Perfect Trip on a Budget
- Limits and Logs – Personalized Spending and Saving
- Future Value Unlocked: How Today’s Investments Shape Tomorrow’s Wealth
- Compound Interest
- Mortgage Math and Ratios
- Rent vs Buy: Which Is Right For You
These lessons can be added to an Assignment on any StockTrak class, found in our Financial Math unit.
Updated Calculators
In addition to new financial math lessons, existing lessons that include an embedded calculator have also been updated to new, more robust versions. This includes our “Saving to be a Millionaire” calculator, “Rent vs Buy” calculator, and “Compound Interest” calculator, with others slated for upgrades before the end of August 2025.
Lesson Name Update
Our library of Personal Finance lessons is also getting a major facelift, with new titles and descriptions for virtually every lesson to more accurately reflect the dynamics of personal finance. The core content of each lesson has not changed (besides annual updates to facts and figures).
The update to the names and descriptions will not prevent professors from copying assignments from previous classes – the new names map exactly to the old names, so copying will be unaffected.
| Old Title | New Title |
| Budgeting | Break Free From Money Stress with a Budget |
| Budgeting and Spending Strategies | Proven Techniques to Stop Overspending |
| What is Money? | What is Money? |
| Building Wealth | A Strategy to Build Wealth, Not Debt |
| Use the Compound Interest Calculator | Watch How Your Savings Could Grow (A lesson on compound interest) |
| Spending and Savings Plans | Achieve Financial Goals with a Spending Plan |
| Pay Yourself First | A Simple yet Powerful Way to Build Wealth |
| Preparing for Spending Shocks | How to Prepare for Unexpected Expenses |
| Financial Records and Receipts | Receipts: What to Keep and Why |
| Researching Spending | How Do You Stop Impulse Purchases? |
| Managing Bills | The Art of Juggling Many Bills in a Pinch |
| Planning Long Term Purchases | Evaluating Big-Ticket Purchases |
| Family Planning | The Cost of Raising a Family |
| Use the Net Worth Calculator | Get a Snapshot of Your Financial Health (A lesson on Net Worth) |
| Use the Buy vs Lease Calculator | Rent or Buy: Which is Right for You? |
| Use the Home Budgeting Calculator | Find Out Your Monthly Home Budget |
| Using Credit | A Beginner’s Guide to Borrowing Wisely |
| Credit Cards | Credit Cards: Terms, Fees, and More |
| Buying a Car | The Car Buying Checklist |
| Good Debt, Bad Debt | How to Use Debt to Your Advantage |
| Use the Car Loans Calculator | Calculate Your Car Loan Payments |
| Short-Term Financing | What to Do When You Need Money Fast |
| Student Loans | Financing Your Education |
| Mortgages | Mortgage Options for First-Time Homebuyers |
| Use the Credit Card Payments Calculator | Calculate the True Cost of Credit Card Debt |
| Credit Reports | What Your Credit Report Says About You |
| Managing Debt | How Borrowers Manage Personal Debt |
| Debt Management Services | Getting Help With Debt Repayment |
| Consolidating Debt | Debt Relief: Is Consolidation the Answer? |
| Debt Negotiation | How to Negotiate With Creditors |
| Debt Snowball and Avalanche | Debt Snowball and Avalanche |
| Bankruptcy | What Is Bankruptcy? |
| Income and Compensation | What’s in Your Compensation Package? |
| Workplace Benefits | What Benefits to Look for in a Job Offer |
| Career Development | Planning Your Career Path |
| Employer and Employee Rights and Responsibilities | The Ultimate Employee Guide |
| Unemployment and Other Programs | Public Financial Assistance Programs |
| Banks, Credit Unions, and Savings and Loans | Choosing the Best Banking Option for You |
| Debit Cards | How Debit Cards Work |
| Automatic Payments | Automatic Payments: Convenience vs. Risk |
| Taxation Overview | Tax Basics You Need to Know |
| Tax Filing and the Form 1040 | Income Tax Filing Tips & Tricks |
| Practice Filing The Form 1040 | Get Practice Filing a Sample Tax Return |
| Sales Tax | Sales Tax: Who Pays, Collects, and Why? |
| Biggest Mistakes of Job Seekers | Biggest Mistakes of Job Seekers |
| Acing Job Interviews | Acing Job Interviews |
| How To Choose an Internship | Are Internships Worth It? |
| Using Keywords In Your Resume | How to Get Past Resume Software |
| What is Wealth? | What is Wealth? |
| Charitable Giving | A Guide to Effective Charitable Donations |
| Preparing for Retirement | The Secret to a Comfortable Retirement |
| Use the Saving to be a Millionaire Calculator | Crack the Code to Becoming a Millionaire |
| Consumer Rights and Responsibilities | Protect Yourself as a Consumer |
| Classifying Products and Services | Why You Buy What You Buy |
| Common Tax Deductions | Tax Credits & Deductions You Need to Know |
| Common Tax Additions | Uncovering Hidden Income Taxes You Owe |
| When to Hire a Tax Professional | Do You Need a Tax Professional? |
| What Makes a Contract Valid? | The 6 Elements of a Binding Contract |
| Renter’s Insurance | What’s Not Covered in Renter’s Insurance? |
| Home Owner’s Insurance | What Damage Does Home Insurance Cover? |
| Rental Agreements and Homeowner’s Associations | Rules for Renters & Homeowners |
| Car Insurance | Car Insurance: How to Lower Your Rates |
| Life Insurance | Life Insurance: The Ultimate Safety Net |
| What Are Annuities | Is an Annuity Right for You? |
| Disability Insurance | Don’t Let Disability Derail Your Finances |
| Health Insurance | Why Health Insurance is So Expensive |
| Protecting Yourself Against Fraud | How to Avoid Identity Theft, Scams & Fraud |
| Using Spreadsheets – Comparing Car Financing Options | Find Your Best Car Loan Deal |
| What are Financial Records? | Tame Your Financial Paperwork |
| Reconciling Accounts | Balance Your Books in 10-Minutes |
| Tax Audits | What Is a Tax Audit? |
| Work VS Study | Go to College or Start Working? |
| Simple and Living Wills | Who Gets Your Stuff When You’re Gone? |
| Starting a Business | Starting a Business 101 |
| Income Taxes in Canada | The Basics of Filing Taxes in Canada |
| Pay Yourself First in Canada | #1 Rule for Building Wealth in Canada |
| Canadian Credit Reports | Your Canadian Credit Report |
| Planning for Retirement in Canada | A Guide to Retiring in Canada |
| Types of Canadian Insurance | Insurance Basics Everyone Should Know |
| Protecting Against Fraud in Canada | How to Spot a Scam in Canada |
| Bankruptcy in Canada | How Bankruptcy Ruins Your Credit |
| What is a Stock? | A Beginner’s Guide to Investing in Stocks |
| What is a Ticker Symbol? | Why Investors Need to Use Ticker Symbols |
| Getting (and Understanding) Stock Quotes | How to Read a Stock Quote like a Pro |
| Why Invest in Stocks? | Why Invest in Stocks vs. Just Saving? |
| Building a Diversified Portfolio | Why You Should Diversify Your Portfolio |
| Getting Trading Ideas | 5 Ways to Get Trading Ideas |
| Navigating The Site | How to Navigate The Platform? |
| Order Types | How to Use Order Types? |
| Trading Stocks Tutorial | How to Trade Stocks? |
| What is an ETF? | A Simple Explanation of ETFs |
| What is a Mutual Fund? | The Pros and Cons of Mutual Funds |
| Trading Mutual Funds Tutorial | How to Trade Mutual Funds? |
| What are Bonds? | Getting Started with Bond Investing |
| Trading Bonds Tutorial | How to Trade Bonds? |
| Understanding Margin Trading | Margin & Short Selling Explained |
| What is a Brokerage? | How to Choose a Brokerage Account? |
| Investment Research | How to do Investing Research? |
| How to Choose and Compare Stocks | How to Choose Stocks Strategically |
| Understanding Price Movements | Decoding What Moves The Market |
| What is an Income Statement? | What is an Income Statement? |
| What is a Balance Sheet? | What a Company Owns vs. Owes (A lesson on Balance Sheets) |
| What Is A Cash Flow Statement | The Cash Flow Statement Explained |
| Investing Strategies | How to Develop an Investing Strategy |
| Certifications in the Finance Industry | Want to Work in Finance? |
| What are Cryptocurrencies? | What are Cryptocurrencies? |
| Use the Investment Return Calculator | Model Your Financial Future (A Lesson on Investment Growth) |
| Use the Net Present Value Calculator | Net Present Value (NPV) Calculator |
| Basic Research and Comparing Stocks | How to Research & Compare Stocks |
As always, minor improvements will continue to be rolled out through the semester – please share any feedback to our team by emailing sales@stocktrak.com.
Happy Learning!
-The StockTrak Team