This course provides a guide to assessing personal debt, formulating a budget, and maintaining a good credit rating.
- Assess his/her financial situation by listing debts and liabilities
- Create a budget
- Explain how credit bureaus establish credit ratings
- Maintain a good credit rating
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course provides a guide to eliminating personal debt and rebuilding damaged credit.
- Choose the best credit card for his/her needs
- Avoid paying unnecessary fees and service charges
- Minimize revolving debt
- Rebuild damaged credit
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course explains basic principles of consumer banking.
- Avoid paying bank transaction fees and service charges
- Explain how interest rates work
- Negotiate better rates on accounts and loans
- Compare banking options such as credit unions and other banks
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course explains how to choose checking accounts, savings accounts and certificates of deposit, and provides an introduction to online banking.
- Choose the best checking account
- Choose the best savings account and/or CD
- Explain the advantages of online banking
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course provides an introduction to long-term investment strategy.
- Explain investment terminology
- Plan a personal investment strategy
- Compare and choose among investment options such as stocks, bonds, and CDs
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course explains how to take advantage of 401(k) saving plans.
- Explain the benefits of investing in a 401(k) plan
- Compare the 401(k) plan with other employer-provided investment options
- Enroll in a 401(k) plan
- Allocate 401(k) funds to maximize return and minimize risk
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
This course provides a guide to investing in stocks and explains other investment options including bonds, mutual funds, and government investments.
- Describe in basic terms how the stock market works
- Pick stocks based on personal investment needs
- Compare the advantages of stocks, bonds and mutual funds
- Explain government investment options
Time : 3.0 hour(s)
This series is for anyone who wants to better manage his or her personal finances.
