Welcome to the “Finance for Everyone Toolkit: Financial Goal Setting” video lesson meant to guide learners in creating meaningful financial goals. During this lesson, learners will go through the nine steps of financial goal setting, from finding motivation to applying SMART criteria to rewarding success. This video lesson is part of the “Finance for Everyone Toolkit,” which provides non-financial employees with foundational knowledge on finance topics.
Overview
COURSE DIFFICULTY
COURSE DURATION
8m
Skills Learned
After completing this online training course, students will be able to:
Identify the Importance of Financial Goal Setting
Apply SMART Criteria to Financial Goals
Develop a Personal Financial Goal Plan
Recognize Motivational Factors for Financial Success
Evaluate Progress and Reward Achievements
Non-financial employees, individuals seeking to improve financial literacy, anyone interested in setting financial goals
None
01. Introduction to Financial Goal Setting
02. Understanding the SMART Criteria
03. Steps to Create Meaningful Financial Goals
04. Strategies for Staying Motivated
05. Evaluating and Celebrating Success
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Identify the Importance of Financial Goal Setting
Apply SMART Criteria to Financial Goals
Develop a Personal Financial Goal Plan
Recognize Motivational Factors for Financial Success
Evaluate Progress and Reward Achievements
WHO SHOULD ATTEND
Non-financial employees, individuals seeking to improve financial literacy, anyone interested in setting financial goals
PREREQUISITES
None
COURSE OUTLINE
01. Introduction to Financial Goal Setting
02. Understanding the SMART Criteria
03. Steps to Create Meaningful Financial Goals
04. Strategies for Staying Motivated
05. Evaluating and Celebrating Success
