Training
Financial Management 101
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!
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.
