Course Description:
Managing Personal Finances is a foundational course designed for individuals of all ages seeking to improve their financial literacy and build strong money management skills. Whether you’re a high school or college student, a working professional, or someone preparing for retirement, this course provides essential tools for achieving financial well-being.
Participants will learn to create budgets, build savings, manage debt, and make smart financial decisions. The course also covers investing basics, insurance planning, understanding credit scores, taxes, and retirement strategies. Through practical exercises and real-world scenarios, students will gain confidence in managing their personal finances and planning for both short- and long-term goals.
Who Should Attend:
- High school and college students
- Young professionals and recent graduates
- Adults seeking to improve their financial habits
- Individuals preparing for major life transitions (buying a home, starting a family, retiring)
Key Topics Covered:
- Budgeting and expense tracking
- Saving strategies and emergency funds
- Credit scores and responsible credit card use
- Debt management and student loans
- Basics of investing and compound interest
- Insurance and risk management
- Tax planning and filing basics
- Retirement planning and long-term financial goals
Managing Personal Finances PowerPoint
Additional Resources
Once you’ve completed the PowerPoint and read additional resources, please complete the short quiz below to receive a certificate of completion and 3 CE credits.
Personal Development Training Quiz: Managing Personal Finances