Personal Finance Fundamentals - Module 3
Module 3 of Personal Finance Fundamentals introduces two cases to expand student’s understanding of personal financial planning, personal financial statements, and how these statements are used in business. This module delves into the process of setting short-term and long-term goals, evaluating one’s options for achieving them, and ultimately putting a plan in place to achieve them. Students also learn how financial statements reveal the overall performance of a business and how the details of these statements help diagnose areas of strength and areas that require attention.
Estimated Completion Time: 1 hour
Estimated Completion Time: 1 hour
Learning Objectives:
- Identify how to effectively manage risk and incorporate risk management strategies into financial planning
- Examine advanced financial planning concepts, such as wealth transfer, estate planning implications, and tax strategies within financial planning
- Analyze the impact of personal financial goals and budgeting have on achieving short and long-term goals
- Evaluate how a company's income statements and balance sheets are used to analyze the state of its business
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
