๐ŸŒŸ Develop Financial Skills with Four-Day Course at Central Piedmont ๐ŸŒŸ

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. ๐Ÿ’ต

Professor teaching a group of attentive students

๐Ÿซ Course: Money Smart – Learning Financial Skills
๐Ÿ—“๏ธ Dates: Mon., June 24 – Thurs., June 27, 2024
๐Ÿ•˜ Time: 9:00 a.m. – 5:00 p.m. (1-hour lunch break)
๐Ÿ“ Location: Central Campus, Zeiss Building, Room 1114
๐Ÿ’ต Tuition: $240 + $12.00 parking fee

๐Ÿ“š 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,ย 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.

๐ŸŽฏ 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.

๐Ÿ‘ฉโ€๐Ÿซ Method of Instruction: Lecture, group work, discussions, and case studies. ๐Ÿ“ Evaluation: Based on participation in discussions, group work, and engagement in case studies.

๐Ÿ“Œ Enroll Now:ย 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!

TRIO Student Support Services

TRIO support servicesCentral Piedmont is an incredible college with much to offer, but have you heard of TRIO Student Support Services?

TRIO Student Support Services (TRIO SSS) is a federally funded program providing students with:

  • academic and career coaching
  • tutoring
  • financial literacy education
  • transfer assistance
  • college tours
  • cultural excursions

My name is Shania Johnson, and I am a TRIO SSS Scholar. I’ve had the opportunity to build connections with other TRIO SSS scholars, develop my academic and personal goals, and enjoy outings to UNCC and Breakout Charlotte. TRIO SSS provides flexibility, allowing students to choose the activities to participate in while offering virtual opportunities. So what’s stopping you?

Join TRIO SSS TODAY! Visit TRIO SSS ย to apply or stop by Central Campus, Central High Building, Room 322.

Interested in joining? Attend one of our upcoming virtual information sessions. The next session is scheduled for Mon., Feb. 19, at 7 p.m.

NC STEM Alliance Workshop

All Central Piedmont students are invited to attend this weekโ€™s workshop held by the NC Credit scoreSTEM Alliance. The topic is: โ€œFinancial Literacy: Credit.” Come out and learn what credit is and how to manage it. This workshop will be held on April 11, 2019, from 3:30-4:30 p.m.,ย in theย Zeiss Building, Room 1106 on Central Campus. Hope to see you there!