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11+credit-foundations

Borrow Only With a Repayment Plan

Explain why a repayment plan must be calculated and confirmed as affordable before any borrowing decision is made — using income, expenses, and the total monthly repayment figure.

In this lesson

Borrow Only With a Repayment Plan is part of Using Credit Carefully. This preview shows how credit-foundations connects to everyday family decisions such as earning, saving, spending choices, goals, approvals, or parent-guided money conversations inside Progress Penguin.

Think about this money choice

Femi wants to borrow 20000 in local currency to buy equipment for a small business.

How it works

Before taking any loan, calculate a realistic repayment plan: how much will be repaid each month, for how long, and from which income source. If the monthly repayment is not comfortably covered by existing income after essential expenses, the loan should not be taken. Borrowing without a repayment plan creates a problem rather than solving one.

Apply it to a real decision

Real-life money moment: Femi wants to borrow 20000 in local currency for equipment. Monthly interest: 3%. Repayment period: 4 months. Monthly repayment: approximately 5370 in local currency. His monthly income: 18000 in local currency. Essential expenses: 14000 in local currency. Disposable income: 4000 in local currency. The repayment (5370 in local currency) exceeds his disposable income. He cannot afford this loan — even though he needs the equipment.

Activity preview

Choose the best money move

Use what you just learned. Choose the option you can explain.

Try one real money action

Open Tasks and submit proof for one task, or open Requests and make a deposit request. Parent approval can happen later.

Quiz preview

Borrow only with a repayment plan means:

A plan is only needed when the lender specifically requires one
Confirm you have a realistic plan to repay before taking credit
Only borrow when you have already saved an equal amount
Repayment plans are optional below 100000 in local currency

Most important element of a responsible repayment plan:

Specific monthly amounts that fit comfortably within your income
The longest possible period to minimise monthly payments
Confirmation from a family member to repay it if you cannot
A promise to repay if income increases over the next few years