Module #1 Introduction to Personal Finance Overview of personal finance, importance of financial planning, and setting financial goals
Module #2 Understanding Your Financial Situation Assessing your current financial situation, creating a financial snapshot, and identifying areas for improvement
Module #3 Budgeting Basics Creating a budget, categorizing expenses, and prioritizing spending
Module #4 Managing Cash Flow Understanding cash flow, creating a cash flow plan, and managing cash flow fluctuations
Module #5 Saving and Emergency Funds Importance of savings, building an emergency fund, and strategies for saving
Module #6 Debt Management Understanding debt, creating a debt repayment plan, and strategies for paying off debt
Module #7 Credit and Credit Reports Understanding credit reports, credit scores, and maintaining good credit
Module #8 Investing Basics Introduction to investing, types of investments, and getting started with investing
Module #9 Retirement Planning Importance of retirement planning, retirement savings options, and creating a retirement plan
Module #10 Insurance and Risk Management Understanding insurance, types of insurance, and managing risk
Module #11 Taxes and Tax Planning Understanding taxes, tax planning strategies, and minimizing tax liability
Module #12 Major Purchases and Financial Decisions Making smart financial decisions for big-ticket items, such as cars and homes
Module #13 Financial Literacy and Avoiding Scams Understanding financial literacy, avoiding financial scams, and protecting your financial identity
Module #14 Building an Investment Portfolio Creating a diversified investment portfolio, asset allocation, and investment strategies
Module #15 Real Estate and Mortgages Understanding real estate investing, mortgages, and homeownership
Module #16 Entrepreneurship and Side Hustles Turning your passions into income streams, entrepreneurship, and side hustles
Module #17 Estate Planning and Wills Understanding estate planning, creating a will, and planning for inheritance
Module #18 Philanthropy and Giving Back Incorporating philanthropy into your financial plan, charitable giving, and making a positive impact
Module #19 Managing Financial Stress and Anxiety Coping with financial stress, managing financial anxiety, and maintaining a healthy financial mindset
Module #20 Financial Goal Setting and Accountability Setting and achieving financial goals, creating accountability, and tracking progress
Module #21 Navigating Financial Transitions Managing financial transitions, such as job changes, divorce, and inheritance
Module #22 Financial Planning for Special Situations Financial planning for special situations, such as disabilities, chronic illnesses, and dependent care
Module #23 Using Technology for Financial Management Using financial apps, software, and tools to streamline financial management
Module #24 Maintaining Long-term Financial Health Long-term financial planning, maintaining financial discipline, and avoiding financial pitfalls
Module #25 Course Wrap-Up & Conclusion Planning next steps in Personal Finance Management career
