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6. REVISED GAMEY: Module 6 - Risk management & Financial Protection

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Co-funded by the Erasmus+ Programme of the European Union Project No.: 2024-1-PL01-KA220-YOU-000251498

GAMEY Project: Gamified Approach to Money Education for Youth

MODULE 6: Risk management & Financial Protection (Insurance, Emergency Fund)

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Table of content

  • Module’s goals
  • What will you learn?
  • Learning objectives
  • Theoretical content- Understanding financial risk- Insurance and financial protection- Emergency funds
  • Summary & key takeaways
  • Glossary
  • References

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Module goal

Are you facing unexpected costs when you are travel abroad? This module is designed to develop your understanding of how to protect yourself financially through risk management strategies, such as: building an emergency fund and selecting appropriate insurance. You will explore everyday financial risks, evaluate different insurance types, and plan for unforeseen expenses.

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What will you learn?

In this module you will be able to:

  • Define key terms: risk management, insurance, emergency fund.
  • Identify different types of insurance and their purposes (e.g., travel, car, health).
  • Explain the importance of emergency funds in financial stability.

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Learning objectives

After this module you will know how to:

  • Understand key financial risks young people face.
  • Explain how insurance protects against financial loss.
  • Describe the purpose and value of an emergency fund.
  • Evaluate real-life financial protection decisions

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Understanding financial risk

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Key terms to know

The chance of something happening that will impact your goals or well-being.

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The potential for losing money due to unexpected events.

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Risk

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The process of identifying, assessing, and reducing risks.

Financial risk

Title

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Write a brief description here

Tools and strategies (like insurance or savings) to shield you from risk.

Title

Risk management

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Protection

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What is risk management?

Risk management is identifying and preparing for potential problems before they happen. In personal finance, it means protecting yourself from financial loss due to unexpected events (e.g., job loss, illness, travel issues). Being prepared doesn’t eliminate risk—but it reduces the damage it can cause.

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Types of financial risk

Health risk
Liability risk
A health risk is something that increases your chance of developing a disease. For example, getting too much sun on your skin may put you at higher risk for skin cancer. Examples: Medical emergencies, accidents, hospital bills
It is the risk that an individual or business will take an action that results in bodily injury, death, property damage, or financial loss to third parties. Examples: Causing damage to others’ property or people
Travel risk
Property risk
Refers to the potential threats and hazards that people face while on the road, especially in the context of work trips. Examples: Cancellations, delays, lost luggage
Refers to the potential for financial loss, damage, or other negative impacts related to owning, leasing, or investing in a specific property. Examples: Theft, damage to personal belongings

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Real-Life youth examples

Mia twisted her ankle while abroad and had to pay 600,00 € for care.

Lukas’s backpack with passport and phone was stolen during a trip.

Emilia’s flight was canceled, and she had to pay 300,00 € for a hotel overnight.

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Risk management strategies

Buy insurance for key risks (travel, health, liability).

Build an emergency fund.

Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.

Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.

Emergency fund

Title

Title

Insurance

A risk management strategy is a structured approach to identifying, assessing, and mitigating risks that can appear.

Write a brief description here

Write a brief description here

Have a backup plan. (e.g., copies of documents, emergency contact).

Avoid risky behaviors. (e.g., no travel insurance, overspending).

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Title

Behaviours

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Backup plan

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Insurance as financial protection

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What is insurance?

Insurance is a financial product that protects you against specific risks. You pay a premium regularly in exchange for potential coverage if something bad happens. It transfers risk from you to the insurance company.

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Common insurance terms

The amount paid for insurance. (e.g., monthly, yearly).

What is included in the insurance plan.

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The amount you must pay before the insurance pays.

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What is not covered.

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Premium

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Coverage

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Write a brief description here

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Deductible

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Exclusion

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Purpose of insurance and why it's important?

You can’t predict every problem, but you can prepare for it. Insurance provides peace of mind, especially during travel, illness, or emergencies.

Insurance helps people manage financial risk by offering compensation for specific losses or incidents.It's a tool for financial protection: you exchange a small, predictable cost (the premium) to avoid a large, unpredictable one.

Importance

Purpose

Rob’s comprehensive travel plan covers 2.800,00 €. He only pays 200,00 € (deductible).

Rob breaks his leg abroad. He pays 3.000,00 € out of pocket.

Example 1

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Example 2

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Subtitle

Without insurance

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With insurance

How insurance works?

Example: You pay 10,00 €/month for travel insurance. If your trip is canceled and you lose 500,00 € the insurer refunds you. Terms apply: only specific events are covered, and there may be conditions or limits.

Liability risk
Health risk
Travel risk
Property risk
A health risk is something that increases your chance of developing a disease. For example, getting too much sun on your skin may put you at higher risk for skin cancer. Examples: Medical emergencies, accidents, hospital bills.
It is the risk that an individual or business will take an action that results in bodily injury, death, property damage, or financial loss to third parties. Examples: Causing damage to others’ property or people
Refers to the potential for financial loss, damage, or other negative impacts related to owning, leasing, or investing in a specific property. Examples: Theft, damage to personal belongings
Refers to the potential threats and hazards that people face while on the road, especially in the context of work trips. Examples: Cancellations, delays, lost luggage

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Rob’s Options – Travel Insurance Plans

Basic Plan (60,00 €): Covers trip cancellations and lost baggage. Comprehensive Plan (120,00 €): Adds medical emergencies and liability coverage. Rob also considers Car Rental coverage (90,00 €) for his trip.

Cost vs. risk evaluation

Rob compares: Paying 120,00 € upfront vs. risking 3.000,00 € in medical bills abroad. Insurance feels expensive until something goes wrong—it’s a form of financial planning.

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Types of insurance

Different policies have different terms and conditions, so make sure you know what the terms and conditions of your policy are. It is important to understand exactly what your insurance policy covers when you buy it.

Covers cancellations, medical emergencies, lost baggage.

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Covers accidents and damage when renting a vehicle.

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Title

Travel insurance

Write a brief description here

Covers doctor visits, treatment abroad.

Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.

Covers costs if you accidentally hurt someone or damage property.

Title

Car rental insurance

Write a brief description here

Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.

Health insurance

Title

Write a brief description here

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Liability insurance

Write a brief description here

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Quick quizz

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Emergency funds

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What is an emergency fund?

Is a savings account set aside specifically for unexpected expenses.

It provides financial stability and reduces the need to borrow money in emergencies.

Examples of emergencies: job loss, urgent medical care, broken phone/laptop, unplanned travel delays.

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Why emergency funds matter?

Even with insurance, you often have to pay something upfront (deductibles, non-covered expenses) An emergency fund acts as your first layer of protection Having one reduces stress and helps maintain your long-term savings plan

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How much should you save?

Rob’s case example

  • Rob sets a goal to save 100,00 €/month for 5 months = 500,00 €.
  • He keeps it in a separate savings account, easy to access if needed.
  • When Rob’s flight is canceled and he needs a hotel, he uses 120,00 € from his emergency fund.

Common recommendation: 3–6 months of essential expenses.

For students/youth: 300,00 –500,00 € may be a good starting target.

Consider your risks: traveling, studying abroad, working part-time.

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Where to keep emergency savings?

Not in your wallet or spending account!

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Tips to build your fund

Start small: Even 10,00 €/week builds up.
Automate savings when possible.
Keep it separate from regular spending money.
Celebrate reaching milestones!

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Summary & key takeaways

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What we've learned?

In this module, you explored how to protect your finances from unexpected situations using smart planning and preparation.

With Rob as your guide, you learned...

How to make informed decisions before traveling or taking financial risks?

What risk is and how it can impact your financial wellbeing?

The importance of building and keeping an emergency fund.

How insurance protects you from large financial losses?

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Glossary

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1. Risk The chance that something unexpected might happen and affect your plans or finances. Example: Rob risks losing money if his flight gets canceled. ________________________________________ 2. Financial Risk A situation that could cause you to lose money, like getting sick abroad or having something stolen. Example: Rob faces financial risk if he has to pay for medical care during his trip. ________________________________________ 3. Risk Management The process of identifying possible risks and taking steps to reduce or avoid financial harm. Example: Rob buys travel insurance to manage risk while traveling. ________________________________________ 4. Protection Actions or tools that help you reduce the impact of financial risks — like insurance or emergency savings. Example: Rob’s emergency fund protects him from surprise expenses. ________________________________________ 5. Insurance A contract where you pay a small regular amount (premium) so the insurance company helps cover big costs when things go wrong. Example: Rob’s travel insurance pays for lost luggage and medical emergencies. ________________________________________

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6. Premium The amount you pay (monthly or yearly) for insurance coverage. Example: Rob pays 120,00 € for comprehensive travel insurance. ________________________________________ 7. Coverage What the insurance plan actually protects you against — such as medical bills or lost items. Example: Rob’s plan covers trip cancellation and hospital visits abroad. ________________________________________ 8. Deductible The amount you must pay before your insurance starts covering costs. Example: Rob pays the first 200,00 € of his medical bill, the rest is covered. ________________________________________ 9. Exclusion Things that are not covered by your insurance policy. Example: Rob’s policy excludes adventure sports, so a climbing injury isn’t covered. ________________________________________ 10. Emergency Fund Savings set aside for unexpected situations, separate from your regular budget. Example: Rob uses his emergency fund to pay for a hotel when his flight is delayed. ________________________________________ 11. Liability Insurance Covers costs if you accidentally damage someone else’s property or hurt someone. Example: Rob’s liability coverage helps if he breaks a hotel TV by accident.

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Resources

  • OECD (2020). Financial Education for Youth. www.oecd.org
  • European Consumer Centre. Common travel risks report. www.eccnet.eu
  • Insurance Europe. https://insuranceeurope.eu/
  • Allianz Travel Insurance FAQ. https://www.allianz-assistance.com
  • OECD (2020). Financial Education for Youth: Core Competencies Framework. https://www.oecd.org/financial/education
  • National Endowment for Financial Education (NEFE) – Smart About Money. https://www.smartaboutmoney.org
  • MyMoney.gov – U.S. Financial Literacy Website. https://www.mymoney.gov/save-invest
  • Investopedia – Emergency Fund Definition & Strategy. https://www.investopedia.com/terms/e/emergency_fund.asp
  • Apps Mentioned:
- Gimi: Youth saving and budgeting app ➜ https://www.gimitheapp.com - BudgetBakers (Wallet app) ➜ https://budgetbakers.com

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Co-funded by the Erasmus+ Programme of the European Union Project No.: 2024-1-PL01-KA220-YOU-000251498

Thank you!

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