LOT Advisors
Financial Literacy
Case Study and Other Topics
LOT Pillars
College Prep
100

This LOT advisor works in the financial aid office at UCF.

Who is Karissa Lawson?

100

This is a spending plan showing your income and where expenses are allocated.

What is a budget?

100

This strategic planning analysis technique is used to identify strengths, challenges, opportunities, and threats for your business or even a specific project.

What is a SCOT Analysis?

100

This pillar strives to instill fiscal responsibility by educating participants with relatable, real-world examples in economics, budgeting, investing, etc.  

What is Financial Literacy?

100

This is the acronym for the standardized test or tests that are typically required for college admissions.

What is the SAT or ACT?

200

This LOT advisor/mentor spent 24 years in high school. Twenty of those years were dedicated to work.

Who is Jesse Walker

200

This type of financial aid used toward educational expenses must be paid back with interest once you are no longer enrolled as a student or have graduated.  It is a form of debt.

What is a student loan?

200

This brief speech outlines the idea for a product, service, or project and is often given in 30 seconds or less.  

What is an Elevator pitch/speech?

200

This pillar helps participants prepare for higher education by providing tips, test preparation and campus exposure.

What is College Prep?

200

Which type of financial aid is classified as “free money” provided to support a student's education, awarded on the basis of academic or other achievement.

What is a scholarship?

300

These 2 LOT Advisors graduated from an HBCU, FAMU.

Who is Annette & Kimberly

300

A network of exchanges such as the New York Stock Exchange or Nasdaq where investors connect to buy and sell shares of ownership in a public company.

What is the stock market?

300

This term describes conduct or procedures required in social or professional settings. General guidelines for proper manners and behavior.

What is etiquette?

300

This pillar exposes participants to potential career paths, provides expert mentors and enables real-world experiences.

What is Career Prep?

300

Financial aid that is awarded based on financial need or other factors, does not need to be paid back and typically requires completion of a FAFSA.

What is a federal or state grant?

400

This LOT advisor works in Human Resources for The Walt Disney Company

Who is Kendra Howard

400

A person who creates, organizes and manages their own business.

What is an entrepreneur?

400

This is the total number of Historically Black Colleges and Universities (HBCU’s) in the State of Florida (both public and private).

What is 4?

400

This pillar encourages and supports each participant’s fundamental skills to lead and provide them with opportunities to practice and refine their abilities.

What is Leadership?

400

Usually a short-term period of work experience offered by an employer to give students and graduates exposure to the working environment.

What is an internship?

500

This LOT advisor has written and published a book titled “Aggregation: The Unstoppable Force of Greatness”

Who is Norm Bowen?

500

Term used to describe a person who owns at least 1 share of a company.

What is a Stockholder or Shareholder

500

This model identifies and analyzes five competitive forces that shape every industry (Threats of new entrants, Power of buyers, Power of Suppliers, Threat of substitutes, Industry rivalry)

What are Porter’s 5 Forces?

500

This Pillar focuses on psychological and interpersonal skills essential for living a productive and satisfying life.

What are Life Skills?

500

An institution that primarily offers courses, degrees, and certifications for technical or occupational skills or professions and can be an alternative to a traditional 4-year College or University.

What is a vocational or trade school?