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Course Description

Learn how the wealthy build their fortunes with guidance from a certified financial planner. Explore a wide range of investment options, strategies for accumulating cash and property, and ways to protect your investments. Understand the tax implications and discover key steps to safeguard your acquired wealth.

Course Outline

Lesson 1 - Introduction to the Financial Planning Process
Lesson 2 - Organize Your Finances
Lesson 3 - Short-Term Investments: Building Cash Assets
Lesson 4 - Bonds, Stocks, and Mutual Funds
Lesson 5 - Education Accounts
Lesson 6 - Retirement Savings
Lesson 7 - Real Property Assets
Lesson 8 - Understanding Mortgages
Lesson 9 - Other Financing
Lesson 10 - Risk Management
Lesson 11 - Build Your Team of Professionals
Lesson 12 - Put Your Plan into Action

 

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.

Other:

Email capabilities and access to a personal email account.

The instructional materials required for this course are included in enrollment and will be available online.

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Enroll Now - Select a section to enroll in
Section Title
Keys to Successful Money Management
Type
Online: Self Paced
Dates
Sep 17, 2025 to Nov 07, 2025
Course Fee(s)
Tuition non-credit $125.00
Section Notes

Instructor-Moderated: Once a course session starts, two lessons will be released each week for the 6 week duration of your course. You will have access to all previously released lessons until the course ends. You will interact with the instructor through the online discussion area. There are no live sessions or online meetings with the instructor.

The instructional materials required for this course are included in enrollment and will be available online.

Login information will be sent prior to the start of class via email. 

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