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financial-planning-suite

Financial Planning Suite

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.

72 Course Hrs
Open enrollment

Offered in Partnership with your Preferred School

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Learning Method

Instructor-led

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Financial Planning Suite

Requirements

Bundle Includes

Course Code: B14226

Fundamentals

Keys to Successful Money Management

with Kirsten Iseminger

Let a certified financial planner show you how most wealthy people build their fortunes. This course will introduce you to a broad array of investment choices, help you discover the best ways to accumulate cash and property, and demonstrate how to best protect your investments.

Course Code: BWL

Fundamentals

Personal Finance

with Matt Crabtree

Set clear financial goals, make the right investments, increase financial security, and be prepared to retire someday. This course will help you gain control over the financial impact of your choices with tools that are useful, realistic, and easy to work into your regular routine.

Course Code: PFN

Fundamentals

Where Does All My Money Go?

with Matt Crabtree

Learn how to make conscious decisions about spending and saving so you can take full control of your financial future. This course will teach you the principles of investing, debt elimination, and retirement planning.

Course Code: WDM