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