Products: Money Management Basics

Money Management Basics series contains four instructional modules dealing with:

  • Goal Setting* ( Goal Conflicts Demo)
  • Basic Personal Finance ( Building a Budget)
  • Financial Institutions and Borrowing ( Avoiding Financial Sharks)
  • First Steps Towards Investing ( Building a Nest Egg)
  • Savings and Investing ( Risk and Reward)
  • Community Networking* ( Networking)

Accompanying the curriculum is a developmental portfolio which consists of hands on exercises. In addition each module is accompanied by a pre-test and a post-test. Learning modalities include; narrated instruction, client worksheets, Internet resources, and expert interviews. Each course takes approximately 1-2 hours.

Learn more:

Money Management.pdf (PDF)