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ed2go Business Finance Keys to Successful Money Management
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Keys to Successful Money Management

If you're interested in discovering how most wealthy people amassed their fortunes, this is the course for you. All it takes is organization, discipline, and a firm knowledge of how to proceed. If you're serious about accumulating a sizable nest egg and living the life of your dreams, you will have to acquire the knowledge and skills necessary for success.

In this course, a certified financial planner will walk you through the steps you need to take in order to achieve true 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. We'll also discuss the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.

6 Weeks / 24 Course Hrs
Starting December 12, 2018

Offered in Partnership with your Preferred School

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Learning Method

Instructor-led

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Starting December 12 | January 16

Keys to Successful Money Management

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Details + Objectives

Course Code: bwl

What You Will Learn
  • Learn how to choose the right stocks, bonds, and other important investments
  • Discover the proven way to gain wealth and learn the secret of financial freedom
  • Learn how to become a more discerning consumer, saver, and investor
  • Learn how to track the flow of your resources and use budgets to take ownership of your financial future
How the course is taught
  • Instructor-led course
  • 6 weeks in duration
  • Courses begin each month
  • 2 lessons released each week
  • 24 course hours
How you will benefit
  • Learn how to gain and maintain wealth - and live the life you’ve always wanted
  • Discover the secrets to achieving financial independence
  • Gain peace of mind about the future by learning what investments you should make now
  • Become confident about selecting the right path for your financial planning and surrounding yourself with the right financial advisors

Outline

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Week 1

Learn how to make financial discipline and wise financial choices a natural part of your life with an overview of the five steps of financial planning. Then, discover how to create an organized filing system and get a handle on your spending. Learn how valuable cash flow statements, budgets, and balance sheets are to financial success.

Week 2

Examine the trade-off between investment risk and investment reward and see why it takes more than putting your money in a savings account to get rich. Then, discover how a combination of stocks, bonds, and mutual funds will help you build wealth. You will see how investment risk correlates with investment return.

Week 3

Learn the pros and cons of the different education savings plans available to you and become an expert on saving for college. Then, examine retirement savings plans and discover why they're a great place for your cash investments.

Week 4

Discover how real property assets complement your wealth and examine the challenges and benefits of owning real property. Then, learn about the different loan types, understand why some cost more (or less) than others, and figure out which loan program is best for you.

Week 5

Learn how to use credit cards, car loans, car leases, and in-store financing to maximize your wealth. Then, examine life and disability insurance and when you should get them.

Week 6

Learn about the professionals who can help you on your journey toward wealth. You will learn the areas of expertise for an attorney, CPA, financial advisor, and insurance agent - and get a sense of when is the right time to call on each of these professionals. Finally, you will learn a helpful technique for implementing the knowledge you have gained in this course and starting your path to financial freedom!

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Instructors & Support

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.

Requirements

Prerequisites / Requirements

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements: 

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

Software Requirements: 

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Email capabilities and access to a personal email account.
  • Software must be installed and fully operational before the course begins.
Instructional Materials

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

FAQs

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When can I get started?

A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits.

How does it work?

Once a course session starts, two lessons will be released each week for the six-week duration of your course. You will have access to all previously released lessons until the course ends.

How long do I have to complete each lesson?

The interactive discussion area for each lesson automatically closes two weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.

What if I need an extension?

The final exam will be released on the same day as the last lesson. Once the final exam has been released, you will have two weeks plus 10 days (24 days total) to complete the final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.

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