Training
Get Financially Organized
In this module, I’m going to discuss the mechanics of financial organization, but I’m also going to share with you information that unfortunately most people don’t tell us when we’re young. I’m going to share with you the Financial Phases of Life along with challenges that can occur and what you should do during each phase.
Make a Budget
A budget is a tool for helping you to make sure that your income will cover your life expenses. In fact, it’s an Income & Expense Plan that EVERYONE needs. This plan can help you in every phase of life to keep your day-to-day finances under control, and it can also help you make important financial decisions.
Live within your Budget
The financial management process includes: Make a Budget, Execute a Budget, Track a Budget & Modify a Budget.
In this module, you’ll learn how to execute your budget, and you’ll learn how to track your budget on paper and using a computer spreadsheet.
The only way to know if you’re living within your budget, and the only way to know how to modify your budget, is to track your budget!
Save...Invest...Insure
We all want to have enough money to cover our expenses (at all stages of life) with some money left over.
To do that, we need to save, invest, and insure.
The lessons in this module are meant to provide basic information about possible ways to save, invest, and insure.
If you want to live in Financial Advantage, you need the information in this module!
Train you Kids
This module walks through the Finance for Kids program. A hard-copy version of the program is available for purchase on the Products menu.
The Finance for Kids program (hard-copy and/or electronic) helps parents provide financial management training for their kids while in the home. This is the best way to lay a solid financial foundation for your kids.
