Why Did We Develop This Course
A financial plan is a plan you set to make sure you achieve your financial goals for the year. In this simple course, we will take you through a step by step process of how to implement good financial skills by learning about different kinds of income sources and expenditures that you need to budget for in your financial plan.
Through the program, we aim to provide a simple playlist of videos to show you how financial planning is essential in order to reach your financial goals. This playlist is supported by a set of resources that are available to participants.
Who is it for?
Financial Literacy is important for anyone who needs to understand their financial situation better in order to be able to manage their money efficiently and so, build up their wealth.
What you will learn
After the completion of the course, you will be guided through a step by step process to develop a personalized financial plan template, tools and an Acknowledgment of Completion.
Course Subject Areas
|Module 1||Financial Literacy|
|Financial Literacy a course for potential|
|Unit 1||Financial Literacy PreTest|
|Unit 2||5 Reasons Why You Need a Financial Plan|
|Unit 3||5 Common Sources of Income in a Household|
|Unit 4||3 Main Categories of Expenses in a Household|
|Unit 5||3 Steps on How to Create a Yearly Budget|
|Unit 6||4 Ways to Implement Good Budgeting|
|Unit 7||4 Essential Formal Financial Services that you Should Know About|
|Unit 8||Financial Literacy PostTest|