Financial Planning Suite

This bundle of courses 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 protect your investments best. Learn how to make conscious decisions about spending and saving so that you can take full control of your financial future.

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72 Course Hrs
Starting  July 16, 2025
Offered in partnership with your preferred school

Simi Institute for Career and Education

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Financial Planning Suite

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Course code: B14226

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.

How the course is taught

  • Instructor-Moderated online course
  • 72 course hours
  1. Keys to Successful Money Management
    1. Introduction to the Financial Planning Process
    2. Organize Your Finances
    3. Short-Term Investments: Building Cash Assets
    4. Bonds, Stocks, and Mutual Funds
    5. Education Accounts
    6. Retirement Savings
    7. Real Property Assets
    8. Understanding Mortgages
    9. Other Financing
    10. Risk Management
    11. Build Your Team of Professionals
    12. Put Your Plan into Action
  2. Personal Finance
    1. Your Financial Situation
    2. The Daily Grind: Earnings, Bills, and Taxes
    3. Your Credit
    4. The Art of Borrowing
    5. Creating and Living With a Budget
    6. Investing in Mutual Funds
    7. Investing in Stocks
    8. Other Types of Investing
    9. Insurance Considerations
    10. Planning for Your Retirement
    11. Life's Big Expenses
    12. Estate Planning
  3. Where Does All My Money Go?
    1. Why Know Where All Your Money Goes?
    2. Looking Back Then Planning Ahead
    3. Checkbook and Record Keeping
    4. How to Balance Your Checkbook and Credit Cards
    5. Debt Is a Four-Letter Word
    6. Looking Back: Assembling Data and Historical Costs
    7. Planning Ahead: Drafting Your First Spending Plan
    8. Paying Bills With a Bill Paying Plan
    9. Keeping Your Spending Plan on Track, Part One
    10. Keeping Your Spending Plan on Track, Part Two
    11. Avoiding Temptations to Get Off Track
    12. Saving, Investing, and Conclusion

Matt Crabtree

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

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.

Instructor Interaction: The instructor looks forward to interacting with learners in the online moderated discussion area to share their expertise and answer any questions you may have on the course content.

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or later.
  • Mac: macOS 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Instructional Material Requirements:

The instructional materials required for this course are included in enrollment and will be available online.