LPL0030 - Personal Finance
Course Description
This course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. They will help you gain control over the financial impact of the choices you make. You will learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You will develop a retirement savings plan, and you will be better prepared to make large purchases and plan for taxes. You will learn the essentials of household bookkeeping, recordkeeping requirements, and much, much more.Course Outline
- Your Financial Situation
- The Daily Grind: Earnings, Bills and Taxes
- Your Credit
- The Art of Borrowing
- Creating and Living with a Budget
- Investing in Mutual Funds
- Other Types of Investing
- Insurance Considerations
- Planning for Your Retirement
- Life’s Big Expenses
- Estate Planning
Learner Outcomes
- Gain confidence in your financial future and control your own destiny
- Learn essential skills that will assure your monetary independence and well-being
- Achieve peace of mind by developing an attainable plan for your retirement
Notes
Hardware Requirements:
This course can be taken on either a PC, Mac, or Chromebook.
Software Requirements:
PC: Windows 8 or later.
Mac: macOS 10.6 or later.
Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
Adobe Acrobat Reader.
Software must be installed and fully operational before the course begins.
Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment and will be available online.