Training Course:Personal Financial PlanningSchool/Trainer:University of Alabama College of Continuing Studies
Tuscaloosa, Alabama, United States
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' Upon successful completion of the Personal Financial Planning program, students will be able to:
Assess how they manage their money on a day-to-day basis with a unique 20 question assessment and personal psychological survey.
Complete a personal budget and balance sheet, the two most important financial tools that everyone needs, on a regular basis.
Deal with any crisis situations that might affect ones ability to effectively manage their finances.
Identify ways to cut expenses and find extra money to save for financial goals.
Work out a payment plan with creditors and know what to say if they are behind on bills.
Determine their personal values, goals, and dreams based upon the psychological issues that are important to the student.
Know how to save the money needed to accomplish short, medium and long term personal financial goals, such as buying a home, saving for college education, paying off credit card bills and whatever else the student may want to accomplish.
Course Outline:
I. The Bottom Line
a. How are finances being managed now?
b. Financial planning defined
II. Building Better Foundations
a. Why do some of us waste money and others not?
b. Identify areas for improvement
c. Suggestions for changing your attitude about spending and saving
III. Where Are You Now?
a. Adding up your debts, income, assets, and regular living expenses
b. Determining extra cash flow
IV. Think Twice: Situations Requiring a Clear Head
a. Tips for Crisis or Surprise Situations
b. Eliminate crisis situations
c. Making positive improvements to your financial life
V. Immediate Actions
a. Cutting expenses and finding extra dollars
b. Other ways to generate extra money
c. Doing regular budgeting
d. Working out a payment plan
e. Consumer cautions
f. Creditors
g. Credit agencies
h. Loan consolidations
VI. Determining Values, Goals, and Dreams
a. Examining general values, beliefs, and goals
b. Determining financial goals
VII. Next Steps
a. Projecting and minimizing the costs of goals
b. Finding and committing the dollars
c. Making your money work for you vs. you working for money
d. Doing it, staying on top of things, and celebrating!
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.ccs.ua.edu/
Phone:205-348-6222
School Address:
College of Continuing Studies Professional Development & Conference Services
Box 870388 Tuscaloosa, Alabama 35487-0388 USA
Jobs & Resumes: Tuscaloosa
Houses & Roommates: Tuscaloosa
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