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Financial Fundamentals:
6 Steps to Financial Security

This introductory financial course is designed to provide the basic tools necessary to help people take control of their financial future. Financial security can be achieved in a relatively short amount of time if the appropriate steps are taken and followed. No matter what your age, status, or situation, you're capable of taking charge of your finances. Whether you're 20 or 80; single or married, climbing the corporate ladder or raising a family full-time, you can do it. You just need to learn the basics and take the right steps toward financial health.

Learning Objectives

After completing Financial Fundamentals, you will be able to:

  • Assess your current financial health
  • Calculate your cash flow
  • Determine your net worth
  • Set achievable short-term and long-term financial goals
  • Understand the power of compounding
  • Find the appropriate retirement accounts
  • Determine which investments are right for you
  • Create a financial plan

Course Outline
Our online course is divided into the following sections:

  • Step One: Assessing Financial Health
  • Step Two: Setting Financial Goals
  • Step Three: Putting Your Money to Work
  • Step Four: Different Asset Classes
  • Step Five: Determining Your Risk Profile
  • Step Six: Developing a Plan
 
   


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