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.
About The Instructor
Matt Crabtree, CFP ®, earned his Bachelor of Science in Business, Information Systems Management, in 1999, a mini MBA certificate from The School of Management at Yale University in 2004, a certificate in Financial Planning from Pepperdine University's Graziadio School of Business in 2012 and has received the financial industry's most rigorous and prestigious professional designation of Certified Financial Planner ™. 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.
Kirsten Iseminger has been a Financial Advisor since 1990 and worked for years in one of the world's largest financial institutions. Her clients have included small business owners, high-level executives, and individuals who wanted their wealth to grow. To further her expertise in the financial planning industry and to achieve the highest recognition available for financial planners, Kirsten successfully completed the education and examination process necessary to become a Certified Financial Planner.