Understanding Stocks, Bonds and the Markets
ESSENTIAL MONEY MANAGEMENT
Description
Participants who attend this course will learn how to make better spending decisions, get out of debt, build and maintain a good credit record, and stay on track with all financial goals.
Audience
Recommended for those who desire to develop more effective ways to budget, spend, and take better control of their finances.
Materials
Each participant will receive a 40-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.
Duration
3 – 4 hours
Objectives
- Construct a set of realistic financial goals.
- Utilize a spending chart to forecast and track expenditures monthly.
- Avoid common spending traps that hinder successful goal achievement.
- Uncover easy and creative ways to save.
- Learn how to whittle down credit card and other debt quickly.
- Discover how to stay out of debt and develop wise credit habits.
- Identify important credit card terms used in disclosure statements and credit card agreements.
- Examine how credit card interest is computed using three common billing methods.
- Assess the meaning of credit scores and how they are compiled.
- Request and “clean up” credit reports.
- Establish regular investment plans for all goals.
- Implement steps toward financial freedom and more!
The Course Fee includes
- 2-4 hour Interactive training session
- All training materials
- Glossary of related financial termsRefreshments
Enrollment is strictly limited and available space will be filled in the order registrations are received.