Managing Personal Finances
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10+
62
$40
WHAT TO EXPECT
Learning Objectives
- Discover how to establish financial goals
- Evaluate where financial cuts can be made
- Learn the basics about expenses
- Determine what tools you need to stick with your budget.
Course Outline
Module One: The Benefits of Budgeting
- Getting Rid of Debt
- Generating Savings
- Reducing Stress and Anxiety
- Lessening Family Conflicts
- Case Study
- Module One: Review Questions
Module Two: What to Consider Before Creating a Budget
- Understand Your Income
- Determine a Budget Duration
- Determine Expenses
- Track What's Being Spent
- Case Study
- Module Two: Review Questions
Module Three: Types of Fixed Personal Expenses
- Utility Bills
- Housing Bills
- Transportation
- Debt Payments
- Case Study
- Module Three: Review Questions
Module Four: Types of Fluctuating Personal Expenses
- Personal Care
- Entertainment
- Eating Out
- Case Study
- Module Four: Review Questions
Module Five: Establish Your Goals
- Short Term vs Long Term
- Be Realistic
- Actually Get Rid of Debt
- Save for the Future
- Case Study
- Module Five: Review Questions
Module Six: Determine Where Cuts Can Be Made
- Cut Bad Habits
- Decrease Transportation Costs
- Reduce Utility Bills
- Decrease Entertainment Expenses
- Case Study
- Module Six: Review Questions
Module Seven: Tools
- Software
- Phone Applications
- The Envelope System
- Expenditure Notebook
- Case Study
- Module Seven: Review Questions
Module Eight: Stick With Your Budget
- Use Cash for Weekly Allowance
- Accountability to Family or Friends
- Set Up a Different Account for Savings
- Remind Self of Benefit to Sticking with Budget
- Case Study
- Module Eight: Review Questions
Module Nine: Additional Ways to Make Money
- Make and Sell Items
- Sell Unused Items
- Small Part-Time Job
- Recycle for Money
- Case Study
- Module Nine: Review Questions
Module Ten: Paying Off Debt
- Get Three Credit Reports
- Start with Small Stuff and Work Your Way Up
- Credit Card Hacks
- Investigate Student Loan Repayment or Consolidation Options
- Case Study
- Module Ten: Review Questions