• Introduction
  • Money in Perspective
  • Problems of the Hasty
  • The Financial Phases of Life - Challenges we face
  • Plans of the Diligent
  • The Financial Phases of Life - Take Control
  • Banking
  • Budget Basics
  • Understanding Income
  • Expense Definitions
  • Make Your Budget - 1
  • Make Your Budget - 2
  • Budget Tracking Basics
  • Budget Tracking - Phase 2
  • Budget Tracking - Phase 3
  • Budget Tracking - Phase 4 - Get Started
  • Budget Tracking - Phase 4 - Log Transactions
  • Debt & Credit Overview
  • How to Pay Off Credit Card Debt
  • Save, Invest, Insure - Introduction
  • Risk
  • Save
  • Invest Basics
  • Invest for Retirement
  • Insure

DFM Financial Management 101 Study Guide (PDF)

DFM Budget Worksheet - 1 (PDF)

DFM Budget Worksheet - 1 - Example (PDF)

DFM Budget Worksheet - 2 (PDF)

DFM Budget Worksheet - 31K Example (PDF)

DFM How To Build a BTN (PDF)

DFM Tracking Sheet - 1 (PDF)

DFM Tracking Phase 4 Template (PDF)

DFM Tracking Phase 4 Start Template (PDF)

DFM Investment Advisor Questionnaire (PDF)

Financial Management 101

Every single person needs the information and the tools provided in this module...it's that important! As of September 2022, over 60% of people report that they are living paycheck-to-paycheck, and over 60% of people nearing retirement age fear that they are not prepared. Far too many people of all ages are living in financial despair due to a lack of financial training.

Financial Management 101 is a self-study program that will teach you what you need to know to manage your money, whether you’re 12 yrs-old, 90 yrs-old, or somewhere in between! And not only will you gain knowledge from this training, but you’ll also be able to put that knowledge into action!

According to customer (Gloria W.): "The training lessons are so important to learn for all ages, but especially youth. These courses are not taught in schools. It’s shocking considering the importance of financial knowledge in life."

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