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Personal Finance

$70 (USD)

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Personal Finance

Do you have clear financial goals? Do you know if you have enough money to buy a car or house, if you can afford to take a cut in pay in order to go back to school, if you will have enough money to retire?

Do you know how much tax you will be expected to pay this year and next, or what you might be able to do right now that will lower your tax long into the future? Do you have enough insurance? Have you developed a household budget and are you sticking to it?

Will your assets be passed to your chosen heirs when you die? Do you know how your creditors judge you and do you know how to change your credit report to reduce your expenses and increase your financial security?

Are you confident you can choose stocks and mutual funds wisely and do you know how to decide how much money you should allocate to these types of investments? Do you know how to keep good financial records and do you know which types of records you should keep and for how long?

If your answer to any of these questions is "No," you need this course. This 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 regular routine. They will help you gain control over the financial impact of the choices you make.

You'll learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You'll develop a retirement savings plan, and you'll be better prepared to make large purchases and plan for taxes. You'll learn the essentials of household bookkeeping, record-keeping requirements, and much, much more.

Course Revised April 2013

About The Instructor

Matt Crabtree

Matt Crabtree earned his Bachelor of Science in Business, Information Systems Management, in 1999 and a mini MBA certificate from The School of Management at Yale University in 2004. After many years in project management, office management, and business sales, Matt began training individuals and organizations in areas of business finance, leadership development, successful negotiations, sales management, and customer service excellence. Matt has trained individuals and various units within the U.S. Department of Defense, as well as corporate organizations including IBM (technology), Accuray (healthcare-technology), and Gen-Probe (molecular diagnostics). Matt is registered as a securities broker with the Financial Authority Regulation Authority (FINRA) and with the U.S. stock exchanges (NYSE and NASDAQ) and as an investment advisor with FINRA. Matt's natural aptitude for explaining his material in an easy-to-understand and enjoyable manner allows each student to gain insights into areas that are often considered challenging.

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  • Learn a new skill or enhance existing skills for professional development or personal enrichment.
  • New sessions starting monthly with lessons and assignments released weekly.
  • 2-4 hours a week in a convenient six-week format.
  • Interactive learning environment. Classroom built around discussion areas where you can engage with classmates and instructors.
  • Expert instructors develop, lead, and interact with students in each course.
  • Award of completion from your learning institution with passing score.
  • Build industry skills or earn continuing education credits in a variety of fields.
  • Start Anytime. Access to all course material and assessments from day one.
  • Many tutorials can be completed in just a few hours.
  • Quick independent study. Learn something new or expand your knowledge while working at your own pace.
  • Material developed by industry leaders and student support offered.
  • Certificate of completion awarded with passing score.
  • Gain the knowledge needed to move forward with your education.
  • Start anytime. Access Granted upon registration.
  • Courses are designed to be completed within 6-12 weeks.
  • Interactive multi-media instruction with integrated assessment, allowing you to work at your own pace.
  • Professional instructors support you throughout your learning experience.
  • Confirmation of successful course completion.

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