Personal finance is a critical skill for long-term financial success. However, many adults have learned what they know about personal finance as they've progressed through life. What have you missed along the way? No matter what your financial situation is, it is important to understand how to handle your money. This training course will familiarize you with the basics of budgeting, including creating and managing a budget, as well as setting financial goals, understanding your credit, tips for saving money, and the basics of investing.
Completion Time
3 hours
Access Time
90 Days
Outcome
Individual Skill Course
Language
English
Training Level
Beginner
Delivery Information:
Online
Asynchronous
Self-paced
Description
Learning Outcomes
After completing this course, the learner should be able to:
- Manage your personal finances confidently
- Create a budget
- Set financial goals
- Identify how to eliminate needless expenses
- Monitor and adjust your budget as necessary
- Have a grasp of what credit is and how to improve yours
- Utilize different methods for saving money and covering expenses
- Understand the investment options available to you
Additional Information
This course includes an “Ask the Expert” feature. You can use this feature to submit questions about course content. A subject matter expert will provide guidance or point you to additional resources for the topics you’re studying. Questions are answered as quickly as possible and usually within 24 hours.
Learners must achieve an average test score of at least 70% to meet the minimum successful completion requirement and qualify to receive IACET CEUs.
Requirements
Technology Requirements
Hardware Requirements: This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements: Software must be installed and fully operational before the course begins.
- PC: Windows 8 or later.
- Mac: macOS 10.6 or later.
- Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible. Cookies and JavaScript must be enabled
- The latest Adobe Reader/Acrobat Reader ( free download available at https://get.adobe.com/reader/ )
- Any modern Office suite: Microsoft Office, Apple iWork, OpenOffice, or LibreOffice
- Reliable internet connection. Broadband cable or highspeed DSL is recommended for optimal experience.
- E-mail account (to be able to register and to receive e-mail from the course system regarding registration, course status, etc.)
Reviews
"This was my first time taking a personal financial course, so it was very beneficial! Being a student in college can get busy, and oftentimes our personal finances aren't our main focus. This course allowed me to rethink many of my financial choices so that once I graduate, I will be set to budget my new income."
Julianna B.
"I really enjoyed this course. It was very relevant and easy to understand and navigate. I would highly recommend this course to anybody that wants to know the basics of money and budgeting."
Derick M.
"This course was very beneficial and provided in-depth information and resources. This information isn't really taught in school or in life unless from your parents. I am glad I took this course to better my understanding and fill gaps in my knowledge."
Melanie H.
Enroll My Team
Are you looking to enroll your team in this training Course? You Can: