QK - Personal Financial Planning

Credits Hours: .00

Course Description:
Without wise financial planning, the future may not be what most of us hope for, and even the present may be less than comfortable. This course contains the essential principles of planning for both short- and long-term needs and has many tools and references to provide guidance for planning and using personal financial resources. It gives tips and worksheets for setting financial goals, managing credit and debt, building your assets, and limiting your financial liabilities.

Learning Objectives:
Upon completion of this program, participants should be able to:

  • Budget to reflect your priorities.
  • Set attainable goals.
  • Be prudent about credit and debt.
  • Plan for the future.
  • Insure against risks.
  • Save for big expenses.
  • Learn saving and investment concepts.
  • Implement your plan.
  • Build your assets.
  • Limit your liabilities.
  • Monitor your progress.
  • Make corrections as needed.

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