Why Did We Develop This Course

A financial plan is a plan you set to make sure you achieve your financial goals for the year. In this simple course, we will take you through a step by step process of how to implement good financial skills by learning about different kinds of income sources and expenditures that you need to budget for in your financial plan.
Through the program, we aim to provide a simple playlist of videos to show you how financial planning is essential in order to reach your financial goals. This playlist is supported by a set of resources that are available to  participants. 
                 

Who is it for?

Financial Literacy is important for anyone who needs to understand their financial situation better in order to be able to manage their money efficiently and so, build up their wealth. 


What you will learn? 

After the completion of the course, you will be guided through a step by step process to develop a personalized financial plan template, tools and an Acknowledgment of Completion. 

Course Curriculum

  • 1

    Financial Literacy PreTest

    • PreTest

  • 2

    5 Reasons Why You Need a Financial Plan

    • 5 Reasons Why you Need a Financial Plan

    • Unit Summary

    • Complete

  • 3

    5 Common Sources of Income in a Household

    • 5 Common Sources of Income in a Household

    • Unit Summary

    • Complete

  • 4

    3 Main Categories of Expenses in a Household

    • 3 Main Categories of Expenses in a Household

    • Unit Summary

    • Complete

  • 5

    3 Steps on How to Create a Yearly Budget

    • 3 Steps on How to Create a Yearly Budget

    • Unit Summary

    • Complete

  • 6

    4 Ways to Implement Good Budgeting

    • 4 Ways to Implement Good Budgeting

    • Unit Summary

    • Complete

  • 7

    4 Essential Formal Financial Services that you Should Know About

    • 4 Essential Formal Financial Services you Should Know About

    • Unit Summary

    • Complete

  • 8

    Financial Literacy PostTest

    • PostTest

Doing mistakes is part of the learning process, but don't do the same mistakes that others have learnt from.

Take this course to save time, money and pain so you can focus on your own learnings.