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: |
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- 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
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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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