Details
This Financial Planning Suite is made up of three courses designed to help you gain and keep control over all the financial aspects of your life.
In the Keys to Successful Money Management course, a certified financial planner will walk you through the steps you need to take to achieve real financial success. You'll become comfortable with the broad array of investment choices available to you right now, and you'll discover the best ways to acquire and accumulate both cash and real property. You'll also learn about the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.
The Personal Finance course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your routine. They will help you gain control over the financial impact of the choices you make. You will learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You will develop a retirement savings plan, and you will be better prepared to make large purchases and plan for taxes. You will learn the essentials of household bookkeeping, recordkeeping requirements, and much, much more.
Where Does All My Money Go will teach you the basics of getting control of your finances rather than letting them control you. It is the help you need before learning about investing, debt elimination, retirement, or college planning. There aren't many places where you can learn these principles, so take advantage of this opportunity to learn online. Learn how to fund your dreams and how to save money for everything from emergencies to vacations. If you have ever felt lost about where to start working on your finances, this course is for you. This course is an investment in your future!
Suite bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Suite bundles.
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Enrollment Options:
Instructor-Led
6 Weeks Access Course Code: B14226
Start Dates* Dec 18 | Jan 10 | Feb 07 | Mar 06
*Choose start date in cart
$340.00
USD
Self-Paced
3 Months Access Course Code:
No Instructor, Start Anytime
$340.00
USD
Enroll before 31th May and get high quality lamination on your hardcopy certificate absolutely free! Use your certificate to your advantage by showing your certified credentials to prospective employers and recruiters.
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Syllabus
- Keys to Successful Money Management
- Introduction to the Financial Planning Process
- Organize Your Finances
- Short-Term Investments: Building Cash Assets
- Bonds, Stocks, and Mutual Funds
- Education Accounts
- Retirement Savings
- Real Property Assets
- Understanding Mortgages
- Other Financing
- Risk Management
- Build Your Team of Professionals
- Put Your Plan into Action
- Personal Finance
- Your Financial Situation
- The Daily Grind: Earnings, Bills, and Taxes
- Your Credit
- The Art of Borrowing
- Creating and Living With a Budget
- Investing in Mutual Funds
- Investing in Stocks
- Other Types of Investing
- Insurance Considerations
- Planning for Your Retirement
- Life's Big Expenses
- Estate Planning
- Where Does All My Money Go?
- Why Know Where All Your Money Goes?
- Looking Back Then Planning Ahead
- Checkbook and Record Keeping
- How to Balance Your Checkbook and Credit Cards
- Debt Is a Four-Letter Word
- Looking Back: Assembling Data and Historical Costs
- Planning Ahead: Drafting Your First Spending Plan
- Paying Bills With a Bill Paying Plan
- Keeping Your Spending Plan on Track, Part One
- Keeping Your Spending Plan on Track, Part Two
- Avoiding Temptations to Get Off Track
- Saving, Investing, and Conclusion
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