This course is designed to provide new insights into personal finance, including some of the basic personal finance principles, as well as ways in which these principles interweave into your own personal financial lives. Through a combination of course delivery, outside reading and specific, targeted course assignments, attendees utilize new learning in mapping their own financial plans.
Outline of major content/topic areas:
- Personal Budgeting
- Time Value of Money
- Personal Finance Opportunity Costs
- Goal Setting
- Debt Instruments
The course is structured in weekly blocks. Participants will find a variety of articles and recorded lectures relevant to specific areas of personal finance. While participation in reading and listening to lectures is encouraged, it is also optional in nature.
Of greatest importance is your participation in the course activities as outlined in the course schedule below. These assignments are absolutely crucial to the course and your full participation is required.
Assignments Summary & Explanation
- Learning Exercise #1
- Learning Exercise #2
- Learning Exercise #3
- Learning Exercise #4
Learning Exercises #1-#4
In addition to learning new and old personal finance topics, the bread and butter of this course are the learning exercises. Rest assured that they will be insightful and some legwork (though mostly enjoyable – wink!) and will set you on a course to really discover yourself and what you do after leaving the course.
Everyone who participates in this course has paid their way in, so what you put in is what you’ll take out. I don’t enforce any rules as it relates to your responsibility – you reap what you sow – so come and go as you wish. I hope to see you around frequently and very active. I hope you’ll come along with me on the journey. I hope you’ll leave reminded of what’s important to you.
What You Can Expect From Me:
Your success is my most important objective. It’s my goal to provide you positive and constructive feedback designed to help you learn and improve. Reach out anytime with questions!
Anyone who is interested in learning and managing personal finances
- Understand basic personal finance concepts
- Understand the opportunity costs of financial decisions
- Relate opportunity costs and concepts together in designing an action plan
- Understand existing budgetary obligations
- Develop a workable and reasonable personal budget
- Design and agree upon short and long-range financial goals
- Design action plans to meet financial goals