Financial Planning

Financial Planning provides an introduction to basic financial planning concepts for our participants. The topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit.

Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals.

The course outlines includes:

  • Orientation
  • Setting financial goals and accessing your current financial
    environment
  • Budgeting 
  • Saving strategies
  • Time value of money
  • Borrowing and credit
  • Investing
  • Risk management
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