What you will learn:
Establish your budget with financial integrity through expense and income reconciliation, tax strategies, and a mindset for financial success for a lifetime.
Explore your financial options with a robust understanding of the pros and cons to create a stress-free financial life.
Understand the significance and risks of accessing open and secured consumer credit.
Determine your insurance needs, find solutions, and understand the impact of stage of life on risk management decisions.
Plan for retirement, understanding your income needs based upon your current lifestyle; discover the most common sources of retirement income.
Develop your mindset for investing, crucial to achieving your financial goals, and learn how it impacts your communication with financial service professionals.
Learn to assess your tolerance for risk, evaluate investment products, and develop an investment mindset. This course prepares you to compare insurance policies, calculate your need for retirement income, and includes a step-by-step workshop on retirement planning. Planning for Risk, Retirement and Investment is made possible by the Brian [...]
Discover the five c’s of credit, how to improve your credit score, and how to determine if a line of credit is right for you. This course prepares you to choose the right financial institution for your specific situation, evaluate cash management products, and use credit wisely.
Financial health and literacy are key elements of personal success and satisfaction. Begin the path today! The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today.