Understanding Personal Finance

How healthy is your nest egg? Financial planning is determining how to get to your financial goal. This course will cover a wide range of personal finance issues and help students understand their personal situation and develop a plan to not only pay off debt but to build investments.

BENEFITS TO YOUR ORGANIZATION

Allows employees to improve their quality of life and understand the importance of financial planning.

COURSE OBJECTIVES

Basic budget preparation
Understanding financial statements
Utilizing the tools used in financial planning
Understanding stocks, mutual funds, real estate, debt reduction and tax saving strategies

TRAINING DESCRIPTION AND MATERIALS

This instructor led course will help students understand how they can get out of debt or how to avoid going into debt and how to plan and save for the future.

HOURS

Your Understanding Personal Finance course is a 32-hour training activity, scheduled at your convenience for up to a maximum of 15 participants. 3.2 IACET approved CEU’s will be awarded upon successful completion of the course. Pricing includes training administration, instruction, textbook & class materials, and an activity evaluation at the conclusion of training.

Course Offered Open Enrollment: No

Online Delivery Available: No

Certification Option: No

Request more information online or call 888-999-3639.

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