Personal Finance Fundamentals - Module 1
Personal Finance Fundamentals Module 1 sheds light on the purpose of financial plans – the why, what, and how – as well as how to set goals considering a beneficiary’s needs, wants, and wishes. The five basic building blocks of financial planning are explored in detail. These financial planning building blocks include saving, spending, giving, income, and budgeting. Risk management and long-term factors are reviewed. Finally, the module concludes with an applied learning exercise that allows students to create their own basic budgets.
Estimated Completion Time: 3 hours
Featured Resources:
Podcasts/Videos
- Podcast with Octavian Pilati entitled, "Managing Succession in Crisis"
- Podcast with Jazmín Aguilera entitled, "The Cut-How do I Deal With my Rich Friends"
- Podcast with Fernando Pou and Rino Schena entitled, "Thinking Outside the Box: Insurance Solutions for Families"
- Podcast with Ron Cordes entitled, "Moving to 100% Impact: The Cordes Family Story"
- Podcast with Christina Burroughs and Will Froelich entitled, "Capital Sufficiency"
Links/Articles
- Family Retirement Goals Calculator
- Education Goals Calculator
- Basic Budget Review Sheet
- Annual Budget Review Sheet
- Wealth Workbook
- 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
