Managing Your Personal Finances

Managing Your Personal Finances

1h 4mBeginner2021-05-19

Authors

Jane Barratt

Jane Barratt

Chief Advocacy Officer at MX Technologies, Inc.

Course details

For many of us who are not financial professionals, worrying about money and saving for the future can be a chore. In this course, financial expert Jane Barratt shows how opportunities arise when you change your attitude towards money. She walks you through the basics of personal finance—earning, spending, saving, and investing—with an eye for finding opportunities to enrich your life. She addresses such questions as: How can you earn more? What are the different types of income? How can you use tax season as a benchmark for planning and goal setting? How do you budget? What is the value of money and what are the smartest approaches for savings and investing? All of this and more is covered in this beginner's course in personal finance.

Skills covered

Personal FinanceProfessional DevelopmentOne-Off

Concepts

Introduction

  • What's your money story

Evaluate Your Earnings

  • Earning what you're worth
  • Finding multiple income streams
  • Tax and your hard-earned dollars
  • Embracing the future you
  • Building your nest egg
  • Asking for a raise

Controlling Your Spending

  • Understanding why you spend (sometimes too much)
  • Manage debt
  • Controlling your credit cards
  • Making your credit score work for you
  • Spending on assets

Creating a Savings Plan

  • Thinking differently about savings
  • How to make a budget
  • How to grow your savings
  • Savings vs. debt reduction

Becoming an Investor

  • How to put your money to work for you
  • How to gauge risk
  • How to create an investment strategy
  • Building a portfolio
  • Where do you go to invest
  • Understanding investment fees

Conclusion

  • Next steps in your financial journey
40,000 Toman