Financial Management Classes
| Workshop |
Topics Covered |
#1. The Importance of Savings & Money Management* |
- Spending and savings habits
- Importance of saving
- Budgeting
- Personalized financial plan
|
#2. Debt Management: Credit & Credit Repair |
- Effective use of credit
- Establishing good credit, repairing bad credit
- Reading a credit report
|
| #3. Banking Products and Services |
- Banking services and products: what's best for you
- Banks and credit unions
|
| #4. Taxes |
- Basic concepts
- Tax forms
- Tax exemptions and deductions
|
| #5. Loan and Grant Options* |
- Home ownership and home repair
- Educational financing resources
- Micro-enterprise capitalization
|
| #6. Basic Financial Planning I:
Investments
|
- Types of investments
- Risk and investing
- Making a will
- Starting an investment portfolio
|
| #7. Basic Financial Planning II:
Insurance
|
- Types of insurance plans
- Insurance and risk
- Consumer tips
|