Introduction to Financial Planning and Budgeting
This course provides a comprehensive introduction to financial planning and budgeting, equipping learners with essential knowledge and practical skills necessary for effective personal financial management. Participants will explore the financial planning process, learn how to create and manage budgets, and understand advanced planning techniques related to investments, retirement, and education expenses. By the end of the course, learners will be well-prepared to develop actionable financial plans tailored to their unique life situations and goals.
15 Lessons
Module 1: Understanding Financial Planning
Lesson 2: The Financial Planning Process
Lesson 3: Tools and Techniques for Financial Planning
Module 2: Budgeting Basics
Lesson 2: Creating a Personal Budget
Lesson 3: Tracking and Adjusting Your Budget
Module 3: Advanced Financial Planning Techniques
Lesson 2: Retirement Planning
Lesson 3: Tax Planning Strategies
Module 4: Financial Planning for Life Events
Lesson 2: Homeownership and Mortgages
Lesson 3: Managing Debt Effectively
Module 5: Review and Practical Application
Lesson 2: Case Studies in Financial Planning
Lesson 3: Creating Your Financial Action Plan
Start Learning Introduction to Financial Planning and Budgeting Here...