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Understanding Personal Finance (PFIN 100)
How healthy is your nest egg? Financial planning is determining how to get to your financial goal. This course will cover a wide range of
personal finance issues and help students understand their personal situation and develop a plan to not only pay off debt but to build
investments.
BENEFITS TO YOUR ORGANIZATION
• Allows employees to improve their quality of life and understand the importance of financial planning
COURSE OBJECTIVES
• Basic budget preparation
• Understanding financial statements
• Utilizing the tools used in financial planning
• Understanding stocks, mutual funds, real estate, debt reduction, and tax saving strategies
TRAINING DESCRIPTION AND MATERIALS
This instructor-led course will help students understand how they can get out of debt or avoid going into debt, and how to plan and save
for the future.
HOURS AND COST
Your Understanding Personal Finance course is a 32-hour training activity, scheduled at your convenience for up to a maximum of 15 participants. 3.2 IACET Approved CEUs will be awarded upon successful completion of the course. Pricing includes training administration,
instruction, textbook and class materials, and an activity evaluation at the conclusion of training.
Suggested Retail Price:$3,399
(Additional participants may be available at an additional cost)
No
Course Offered Open Enrollment J Yes J
Online Delivery Available
Certification Option
No
J Yes J
No
J Yes J
For additional information or to order this course,
please contact your account manager.