Financial Planning Suite

Financial Planning Suite

72 Course Hrs
  • Details
  • Syllabus
  • Requirements

Details

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.

Enrollment Options:
Instructor-Led
Course Code: B14226
Start Dates*Feb 10 | Mar 17 | Apr 14 | May 12
*Choose start date in cart
$299.00 USD

Syllabus

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

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

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

Requirements

 Requirements:

Hardware Requirements:

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

Software Requirements:

  • PC: Windows 8 or newer.
  • 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 Acrobat Reader. Download Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites:

There are no prerequisites to take this course.

Instructional Material Requirements:

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