Curriculum Development Intake Form

Finance Company - Course Design

1. General Information

Company name

Contact Person:

Contact Email

Contact Phone:

Course Objectives

What is the goal of this course? (e.g., educate on personal finance, credit repair, tax strategies, funding opportunities, etc.)

Who is the target audience? (e.g., new entrepreneurs, individuals, corporations, youth, etc.)

What specific outcomes should participants achieve after completing this course?

3. Content Requirements

What topics or themes should be covered in the course? (List in detail, e.g., budgeting, credit repair, investment strategies, government funding, etc.)

Are there any mandatory components or topics?

Do you have existing content, resources, or materials to incorporate?

Yes

No

If yes, please describe or attach:

4. Course Structure

What type of course format do you prefer? (Check all that apply):

Online

In-person

Hybrid

Preferred length of the course:

Single session (e.g., 1-2 hours)

Short-term (e.g., 1-4 weeks)

Long-term (e.g., 1-6 months)

How many modules or sections should the course have?

5. Delivery Style

What is the preferred teaching method? (e.g., lecture, workshops, interactive exercises, case studies, etc.)

Will the course include any of the following? (Check all that apply):

6. Tools and Technology

What platforms/tools will be used for online delivery? (e.g., Zoom, Teachable, Kajabi, custom LMS, etc.)

Do you require assistance with platform setup?

Yes

No

7. Budget and Timeline

What is the estimated budget for developing this curriculum?

What is your desired launch date for the course?

8. Additional Notes

Are there any specific preferences or additional details to consider?

Attachments

Please attach any relevant documents, guidelines, or existing content.

Signature

I confirm that the information provided is accurate and agree to collaborate in the development of the curriculum.

Signature

Date: