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
Universal Class is an IACET Accredited Provider
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • 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
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