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Personal Finance

Personal money management and financial planning are critical skills to achieving financial freedom and independence. We aim to provide students with the knowledge and skills necessary to help make informed investment decisions, including how stocks, bonds, and other investments fit together as part of a diversified strategy.

Other topics include wealth management, retirement strategies, asset allocation models, estate planning, and risk management. Come build a comprehensive checklist of important financial documents and a list of follow-up action steps so that you’re better prepared for life’s challenges and obstacles.

Courses

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Learning The Fundamentals Of Investing

Interested in learning more about investments but don't know exactly where to start? Our course will provide a comprehensive overview of both the principles of investing as well as individual classes of investments.

Fundamentals Course Details (Learning The Fundamentals Of Investing)
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Blueprint for Financial Success

Successful financial planning and investing is critical to reaching your financial goals. This course reviews the process of financial planning and gives you the tools to refine and upgrade your existing financial plan.

Financial Success Course Details (Blueprint for Financial Success)