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Financial Literacy 101

Online Course: ID# 1003629

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About This Course:

Financial mastery is like a puzzle - it's only possible when you have all the pieces in hand, and know how to fit them together in the right order.

Financial Literacy 101 will teach you important financial concepts about spending, savings, credit and taxes and show you how to apply those principles in a systematic order that will provide a solid foundation for financial success.

Benefits

Gain the skills you need to master your finances.
Achieve financial freedom and security.
Learn to control your spending and power down your debt.

Session 1

Section A: Breaking the Financial Barriers
- Introduction
- How Money is Processed
Section B: Spending is Emotional
- Oranges or Numbers
- Why Do We Spend?
Section C: Money Mastery Software
- Financial Worksheet
- The Spending Planner
- Spending Categories
- Balancing
Section D: Working Your Plan
- His and Her Assignments
- Getting it Right
- Sticking to It
- Anyone Can Do It!
Section E: Tracking Your Money
- The Spending Master Booklet
- Tracking Games
- Rewards of Tracking
- Hints for Successful Tracking
- The Money Mastery Promise
Section F: Savings is Delayed Spending
- Delayed Spending
- Saving Categories - Emergency
- Saving Categories - Emotional
- Saving Categories - Long Term

Session 2

Section A: Understanding Credit
- Introduction
- The Negative Effect of Debt
Section B: Power Down Debt
- Powering Down
- Prioritizing Your Debts
- Real Debt Report
- Get Out of Debt Report
Section C: Principles of Power
- Winning the Battle
- Applying the Principles
Section D: Establishing and Maintaining Good Credit
- Establishing Credit
- FICO Score
Section E: Know the Rules
- Financial Games
- Learning the Rules
Section F: The Rules are Always Changing
- Keeping Up with Changes
- Impacts of Change

Session 3

Section A: The Big Picture
- Introduction
- Time Value of Money
- Long Range Planning
Section B: The Master Plan
- Spending Decisions
- Master Plan Worksheet
- Retirement Worksheet
- Retirement Cash Flow Analysis
Section C: Organizing Your Finances
- Steps to New Wealth
- Getting Organized
- Organizing Financial Assets
- Organizing Your Estate
Section D: Money in Motion
- The Most Powerful Principle
- Turning Your Inventory
- Using What You Have

Session 4

Section A: Understand Taxation
- Tax Obligations
- Understanding Taxation
Section B: Accumulation Stage
- Tax Systems
- Misconceptions
Section C: Conservation Stage
- Assets and Taxes
- Investment Projections
Section D: Distribution Stage
- Unnecessary Fees
- Distribution Taxes
- Taxation Summary
Section E: Starting a Home-Based Business
- Breaking the W-2 Mentality
- A Home-Based Business Makes 'Cents'
- Business Ideas
Section F: Structuring Your Business
- Sole Proprietor
- Partnership
- C Corporation
- S Corporation
- LLC
Section G: Running Your Business
- Business is Business
- Business Rules
- Create a Business Plan
- Act the Part
- Be Alert
Section H: Business Deductions
- Home Office Deduction
- Meals
- Entertainment
- Conclusion

Session 5

Section A: Forecasting Your Future
- Setting Goals
- Time and Money
- Forecasting Savings and Investments
Section B: Insurance
- What Is Insurance?
- Why Life Insurance?
- Insurance and Investment Strategy
Section C: Retirement
- Forecasting Retirement Needs
- The Retirement Worksheet
- Types of Retirement Plans
- Leveraging Assets
Section D: Managing Your Estate
- Retirement Cash Flow
- Estate Planning
- Asset Schedules
Section E: Putting It All Together
- Creating a Cash Surplus

Info on how to access this course will be sent to you by the Course Provider via email.

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Financial Literacy 101

Price: $750.00

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