Financial Wellness
Course Type: Training Course
This interactive course trains the critical fundamentals of personal finance across the spectrum of debt and investments. Participants are empowered to set goals and apply risk management techniques. Groups work collaboratively to analyze approaches to achieve financial independence while managing identity and credit risk. Both tax preparation and health insurance are explored to support sustainable working knowledge.
Objectives
To examine or establish a healthy and informed relationship with personal finances
To develop fundamental knowledge of personal finances
To set goals and chart actions toward financial safety and independence
Content
Individual relationships with wealth
Setting financial goals
Debt, credit scores, credit bureaus, and APR’s
Investments, retirement vehicles, and time value of money
Tax scenarios and preparation
Health insurance, deductibles, and premium