🌟 Develop Financial Skills with Four-Day Course at Central Piedmont 🌟

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Are you ready to empower your financial future? Join us for this summer’s “Money Smart” course, designed to boost your financial literacy and skills. 💵

Professor teaching a group of attentive students

🏫 Course: Money Smart – Learning Financial Skills
🗓️ Dates: Mon., June 24 – Thurs., June 27, 2024
🕘 Time: 9:00 a.m. – 5:00 p.m. (1-hour lunch break)
📍 Location: Central Campus, Zeiss Building, Room 1114
💵 Tuition: $240 + $12.00 parking fee

📚 Course Outline:

Day 1: Earning, Spending, and Borrowing

  • Introduction to financial basics, tax strategies for earners and contractors.
  • Overview of budgeting strategies, inflation, financial modeling, and credit building.
  • Discussion on financial management technology and real estate transactions.

Day 2: Saving and Investing

  • Exploration of saving and investment concepts, vehicle pros/cons, and account types.
  • Understanding of money movement methods and time-value of money.
  • Exploration of asset classes, investment vehicles, and asset allocation.

Day 3: Investment Management and Portfolio Construction

Ruth G. Shaw Scholar, Christelle Valentin, posing on campus

  • Introduction to public equities, stock analysis, and fixed income.
  • Overview of commodities, alternative assets, and portfolio construction.
  • Discussion of portfolio risks and investment management strategies.

Day 4: Financial Planning, Retirement Planning, and Planning for Risks, Death, and Taxes

  • Prioritization of financial needs at different life stages and insurance considerations.
  • Introduction to retirement planning, estate planning, and special tax situations.
  • Case studies covering a range of personal financial scenarios.

🎯 Learner Outcomes:

  • Develop a comprehensive understanding of personal financial management strategies from basic to intermediate levels.
  • Apply knowledge to real-world financial scenarios through interactive case studies.

👩‍🏫 Method of Instruction: Lecture, group work, discussions, and case studies. 📝 Evaluation: Based on participation in discussions, group work, and engagement in case studies.

📌 Enroll Now: Review full class details and enroll now on our website.

This four-day course is an investment in your future, designed to transform your approach to personal finance. Join us and step confidently into your financial future!