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A few things you will learn

  • How to set up a plan to manage your finances and realize your financial goals
  • How to allocate your funds to achieve maximum returns.
  • How to build a cushion of savings quickly to lower the stress in your life.
  • What types of insurance policies you should have to protect your wealth.
  • How to keep more money in your pocket by finding the best rates for your mortgages, credit cards, car loans, etc.
  • How to free yourself from the 9-to-5 grind.

Course Syllabus

  • Lesson 1: The Financial Planning Process
  • Lesson 2: Developing Your Financial Goals
  • Lesson 3: Exploring & Evaluating Alternatives
  • Lesson 4: Take Action and Track your Results
  • Lesson 5: Reducing Your Credit Card Debt
  • Lesson 6: Increase Your Credit Score
  • Lesson 7: Tax and Insurance Tips
  • Lesson 8: College Planning and Mortgages
  • Lesson 9: Retirement and Estate Planning
  • Lesson 10: Most Important Areas of Financial Planning
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