Posted April 13, 2023

Overview Prudent investing can help you build wealth. This course introduces options for investing. By the end of this course, you will be able to Describe money market instruments, bonds, and stocks Describe mutual funds Define risk tolerance Define asset allocation Explain how inflation impacts your purchasing power Estimated completion time (hours): 1.1

Posted April 13, 2023

Overview Setting goals and creating a budget are two ways to manage your financial success. This course explores how to calculate your net worth, follow a financial plan, track your spending, and stay on budget to reach your desired financial outcomes. By the end of this course, you will be able to Define assets, liabilities, […]

Posted April 13, 2023

Overview When you work and earn money, it’s important to learn how to manage your funds. In this course, you will learn about different types of compensation and what services banks, credit cards, and loans provide. You will also be introduced to different types of taxes and why they are necessary. Lastly, you will discover […]

Posted April 13, 2023

Overview No one likes to think about becoming incapacitated or dying, but it is important to plan ahead in case the worst happens. This course discusses estate planning tasks. By the end of this course, you will be able to Define a will Describe probate Understand beneficiaries Define trusts Describe durable powers of attorney for […]

Posted April 13, 2023

Overview Insurance can protect you from the financial impact of unexpected occurrences, such as accidents or illnesses. This course describes the various types of insurance that are available. By the end of this course, you will be able to Define insurance terminology Describe health insurance Describe disability insurance Describe renter’s insurance Describe homeowner’s insurance Describe […]

Posted April 13, 2023

Overview One financial goal that everyone should work toward is having a financially secure retirement. This course covers options for retirement planning. By the end of this course, you will be able to Understand the benefits of compound interest Describe 401(k) plans Describe a traditional individual retirement account (IRA) Describe a Roth IRA Describe small […]

Posted January 24, 2023

Course Description You will have many paper and electronic records for your personal financial transactions. Knowing what to keep, and for how long, will help you organize your files. By the end of this course, you will be able to Explain the need for paper and electronic filing systems List how long to keep tax […]

Posted January 24, 2023

Course Description No one likes to think about becoming incapacitated or dying, but it is important to plan ahead in case the worst happens. This course discusses estate planning tasks. By the end of this course, you will be able to Define a will Describe probate Understand beneficiaries Define trusts Describe durable powers of attorney […]

Posted January 24, 2023

Course Description Insurance can protect you from the financial impact of unexpected occurrences, such as accidents or illnesses. This course describes the various types of insurance that are available. By the end of this course, you will be able to Define insurance terminology Describe health insurance Describe disability insurance Describe renter's insurance Describe homeowner's insurance […]

Posted January 24, 2023

Course Description Taxes are collected by the federal, state, and local government to pay for road repairs, schools, and other services. This course discusses the various taxes you pay. By the end of this course, you will be able to Define Social Security and Medicare taxes Describe property taxes Describe sales taxes Describe capital gains […]