National Guard Family Program
Soldier with child riding piggyback Introduction to Personal Finance
An Overview for State Family Program Directors, Wing Family Program Coordinators, and Families.


Evaluating Your Situation

Budgeting & Debt Management

Goals & Plans

Insurance & Disability Planning

Investment Planning

Education Planning

Retirement Planning

Estate Planning


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Course Introduction


Financial Planning Steps


Getting Started

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0. Financial Management - Course Overview and Learning Objectives

Developing a better understanding of financial planning is an important first step in mastering personal finances.

Financial planning is not just about investing-much more than that is involved. Personal finance encompasses many areas besides investing, such as spending, taxes, savings, insurance, and planning for major goals like education, purchasing a home, and retirement.

And, because money should never be an end in itself, but part of your whole life, this course helps connect your financial concerns and goals to the rest of your life.

This course is designed to increase your knowledge of the financial planning process and to help you get on the way to implementing your own plan.

By the end of this course you should be able to:
Solder hugging woman and baby
  • Explain the Financial Planning Process
  • Calculate Your Own Net Worth and Net Income
  • Establish Personal Financial Goals
  • Understand the Components of Risk Management
  • Explain How to Implement a Financial Plan

You may want to click the Help button for a tutorial on using this web-based training. It explains all the buttons. Now, let's get started!

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