Information Literacy → Financial Literacy

Financial Literacy (FIN10101)


Description
Learn to manage your finances by creating a foundation for success. This course will cover the building blocks of a sound financial plan and will illustrate how changing your habits and attitude has an enormous impact on your financial well being.

Content
  • Introduction
  • Course Navigation Tips
  • Introduction to Financial Literacy
  • EXERCISE: Creating your budget - Let's get organized!
  • General tips on how to start journaling
  • Understand Your Paycheck
  • EXERCISE: Let's add to your journal before we continue!
  • Understanding Earnings
  • EXERCISE: Review your latest earnings statement
  • Focus on Savings
  • EXERCISE: More items for your journal
  • Approaches to Savings
  • EXERCISE: Who are your INFLUENCERS?
  • Focus on Spending
  • Approaches to Spending
  • EXERCISE: Let's evaluate your SPENDING influencers
  • LET'S REVIEW BEFORE WE MOVE ON
  • EXERCISE: Let's review your journal
  • Create your own budget!
  • EXERCISE: Let's see where you stand financially
  • 50/30/20 BUDGET WORKSHEET (Download under "Files" menu on right)
  • How Do I Invest My Money?
  • Taking the Next Step - Investments
  • EXERCISE: Your next steps
  • Investing for beginners
  • How do I manage my debt?
  • Managing Your Debt
  • Understanding GOOD Debt and BAD Debt
  • EXERCISE: Review your spending
  • Giving Back
  • Learning to Give
  • The power of giving
  • How can you give?
  • How Do I Make Sure That My Money is protected?
  • Protect Your Assets
  • EXERCISE: How do you protect yourself?
  • Keep Learning!
  • Learn on Your Own
  • EXERCISE: Find out what works for you
  • Conclusion
  • EXERCISE: Enter journal entries daily and keep learning
  • Advice from the Team at Phase University
  • End of Course Survey
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: 1 year