Welcome to the “Financial Planning and Investing: Budgeting, Saving, and Debt” lesson that explains how to properly budget while keeping savings goals and debt accumulation in mind. This lesson is the second of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. In this experience, learners will be taught useful budgeting tools and techniques, the importance of having savings, and how to handle debt with your money goals in mind.
Overview
COURSE DIFFICULTY
COURSE DURATION
7m
Skills Learned
After completing this online training course, students will be able to:
Develop a comprehensive personal budget
Identify effective saving strategies for various financial goals
Understand the impact of debt on financial health
Evaluate investment options and their associated risks
Create a long-term financial plan that includes budgeting, saving, and investing
Individuals interested in personal finance, Aspiring investors, Financial planning novices, Anyone looking to improve budgeting skills
None
01. Introduction to Financial Planning
02. Budgeting Techniques and Tools
03. Strategies for Saving Money
04. Understanding and Managing Debt
05. Basics of Investing and Portfolio Management
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Develop a comprehensive personal budget
Identify effective saving strategies for various financial goals
Understand the impact of debt on financial health
Evaluate investment options and their associated risks
Create a long-term financial plan that includes budgeting, saving, and investing
WHO SHOULD ATTEND
Individuals interested in personal finance, Aspiring investors, Financial planning novices, Anyone looking to improve budgeting skills
PREREQUISITES
None
COURSE OUTLINE
01. Introduction to Financial Planning
02. Budgeting Techniques and Tools
03. Strategies for Saving Money
04. Understanding and Managing Debt
05. Basics of Investing and Portfolio Management
