Course Description
Imagine you're going on a trip…It sounds odd, but your journey to understanding, growing and maintaining personal finance starts with your imagination. That's not all it takes, but, by imagining, dreaming and believing, these intangibles will begin to take shape.
Of course, you'll need tangible actions to achieve your results. After all, you can believe you want to go on a cruise, but until you step on the boat, you'll never get there.
During this course, you'll learn the ins and outs of your individual financial journey in a fun and unique way--as a travel itinerary. You'll be provided with everything you need to understand your spending habits, chart your progress, grow your current savings and achieve your dreams. This course is broken up into three parts: Plan, Execute and Travel. Plan--maintain checking and savings accounts, create assessments in order to understand your financial standing and create a foundation for your financial standing, Execute-- manage debt, build and manage your credit score as well as balance accounts for future financial security--and finally, Travel--live your dream by generating wealth and controlling spending, making sound investments in stocks and bonds, and even begin starting and growing retirement accounts. These are your steps to financial freedom and you can achieve them all from within the comfort of your home. No matter where you are in your journey, by end of this course, you'll have a clear map to where you want to go and helpful hints to guide you along the way.
- Completely Online
- Self-Paced
- Printable Lessons
- Full HD Video
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
- Accredited CEUs

Learning Outcomes
- Define what personal finances are and their importance on your life.
- Define your assets.
- Describe and define your liquid and non-liquid assets.
- Describe checking accounts, saving accounts, mobile banking.
- Define what your debt is.
- Summarize what credit cards are and how they can be both helpful and harmful.
- Identify investments.
- Summarize loans and what to look for.
- Demonstrate mastery of lesson content at levels of 70% or higher.
Assessment Guide
Assessment | Points |
---|---|
An Introduction | 1 points |
Lesson 1: Introduction | 9 points |
Lesson 2 Assignment | 10 points |
Lesson 2: Assets | 10 points |
Lesson 3: Liquid and Non-Liquid Assets | 10 points |
Lesson 4 Assignment | 10 points |
Lesson 4: Checking | 9 points |
Lesson 5 Assignment | 10 points |
Lesson 5: Savings Savvy | 10 points |
Exam 6 | 10 points |
Lesson 7 Assignment | 2 points |
Lesson 7: Debt | 10 points |
Lesson 8: Credit Cards | 9 points |
Lesson 9: Investments | 9 points |
Lesson 10: Loans | 10 points |
Lesson 11 Assignment | 2 points |
Lesson 11: Conclusion | 6 points |
Final Exam | 50 points |