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. ๐ต
๐ซ Course: Money Smart – Learning Financial Skills
๐๏ธ Dates: Mon., June 24 – Thurs., June 27, 2024
๐ Time: 9:00 a.m. – 5:00 p.m. (1-hour lunch break)
๐ Location: Central Campus, Zeiss Building, Room 1114
๐ต Tuition: $240 + $12.00 parking fee
๐ 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
- 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.
๐ฏ 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.
๐ฉโ๐ซ Method of Instruction: Lecture, group work, discussions, and case studies. ๐ Evaluation: Based on participation in discussions, group work, and engagement in case studies.
๐ 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!