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Financial Management

Master the essentials of financial management, from organizing your finances to setting achievable money goals and boosting your financial literacy.

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Live instruction available
On-demand learning available
Course Duration
30 minutes to 2 hours
CEUs

Topics Covered

  • Discovering Your Money

    Embark on a journey of self-discovery in Discovering Your Money Mindset. Uncover how diverse influences shape your attitudes and beliefs about finances, profoundly impacting your money decisions and fostering a deeper understanding of your relationship with money.

  • Gaining Financial Clarity Through Organization

    Are you drowning in financial chaos, with important documents scattered in a shoebox? Discover the often-overlooked superpower of financial organization. In this class, you'll discover how to effectively organize your financial data, enabling precise planning, efficient financial management, and a crystal-clear view of your financial landscape.

  • The Modern Employee's Guide to Financial Literacy

    Looking for a comprehensive personal finance 101 experience? Look no further! This is your go-to course for conquering the financial landscape. Dive into setting rock-solid financial goals, crafting and sustaining savvy spending and savings plans, breaking free from debt, elevating your credit score, and initiating your investment journey. Kickstart your financial journey with prowess and chart your path to lasting prosperity!

  • Financial Goals Unlocked: Your Path to Prosperity

    How many times do we set goals that we ultimately don't achieve? Often times, the problem isn't you; it's your goals! Packed with interactive exercises and thought-provoking discussion, this class helps you craft tangible and achievable financial goals that align with your vision for success. Develop step-by-step plans, tailor savings strategies, and unlock methods for fast progress.

  • Setting SMART Money Goals

    Tired of setting money goals you can't seem to achieve? It's time to transform your approach to goal setting. Join this lesson to create realistic and achievable money goals that align with your aspirations.

  • Crafting Practical Budgets and Smart Spending Habits

    Participants will acquire the skills to create realistic budgets and make informed spending decisions that align with their financial goals. This class provides practical insights to help you manage your money more effectively.

  • Creating an Empowering Budget

    Feeling overwhelmed or scared by the idea of budgeting? This class, Creating an Empowering Budget, is designed just for you. Learn to confidently map, track, and plan for your money inflows and outflows, empowering you to save for what truly matters in your life.

  • Understanding and Selecting a High-Yield Savings Account

    Optimize your savings journey with a high-yield savings account! In this concise and insightful class, you'll discover what a high yield savings account (HYSA) is, why it's a financial game-changer, and how to navigate the landscape to find the perfect account for your goals.

  • Understanding Debt

    Embark on a transformative journey to conquer debt in this engaging course. Explore the diverse roles debt can play in our lives and gain crystal-clear awareness of your financial obligations, empowering you to make informed decisions with confidence.

  • Getting Out of Debt and Improving Your Credit Score

    Ready to break free from the chains of debt and elevate your credit score? This empowering class equips you with the strategies and tactics to crush debt while building a stronger credit profile. Say goodbye to financial stress and hello to a brighter financial future.

  • Getting Out of Debt

    If becoming debt-free is on your goals list, Getting out of Debt is the class for you! Discover highly effective debt repayment methods and craft a personalized plan tailored to your goals.

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Providing conflict-free, accredited financial education in the workplace

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6980 Santa Teresa Blvd.
Suite 203
San Jose, CA 95119
IACET Accredited Provider
Certified Women's Business Enterprise

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