Personal finances
Our Course
Personal finances
Being able to earn is important. Being able to manage what you earn is even more important. How to stop living from paycheck to paycheck, learn to save and invest will explain our coach, a financial director with experience in top companies. During the course you will: analyze expenses and form a personal budget, create a plan for achieving financial goals, and master the basics of investing.
We recommend the course if you:
– do not understand where your salary goes: you will systematize your personal finances, organize their accounting, and be able to save, regardless of the level of income.
– you do not know how to invest your spare money:
get to know the basic options of investing the saved money, learn to calculate their risks and possible profitability
In the course we'll break it down:
Personal Budget.
You will analyze the sources of expenditure for 3 months and identify costs that are easy to reduce. Based on this, you will make a personal budget and learn how to manage it, so as not to deny yourself much and save for big purchases. Keeping a budget will become your habit.
Financial goals
So that real estate and a car don’t seem like a distant dream, you will start working with them as your financial goals. To do this, you will analyze your budget, form a financial “safety cushion” and count big purchases.
Investing
Savings under your cushion depreciate over the years. For them to generate additional income, learn how to invest. We’ll explain how to calculate investment returns and work with a variety of investments, from deposits to cryptocurrencies.
Course Topics
- Where does the money go?
- How to form a personal budget
- How to set financial goals
- How to start investing
- Long term financial projects and expensive purchases
- How to make a personal financial plan
How we teach
- group training
- case method
- individual training
- lecture classes
- practical classes
- individual works under the control of a teacher
- business games and role-playing games
- workshops
- industrial practice
Testimonial
Great course - informative, practical and very interesting. A big plus is that the knowledge can be immediately applied in practice. Excellent teaching - succinct, accessible, structured. Interesting homework, the tests are more complicated, but without that there is no learning.
Kendra Lamb
Your training in one place
We give you access to a personal account, where the training will take place, and do not need any additional materials
A certificate that is appreciated
After completing any course you receive our certificate, which will be a great addition to your resume
Materials Forever
Presentations, files, articles, videos, cases – everything is structured and will never get lost. You have access to the materials forever
contact us today
Call and register for the course
Company number : 760-433-4403
Adress : 1067 Carriage Court
Oceanside
- Tel.: 606-283-3308
- Email: [email protected]