This course will teach you the fundamentals you need to start saving and become an investor.
Through video modules and worksheets, you'll learn about the accounts and investment options available to you, how each works individually and how they all work together
In this course
You will
Define and develop goals for your future
Optimize your cash flow and budgeting
Develop a time bound plan to meet your savings objectives
Create a plan to become a successful investor
Course curriculum
1
Introduction
2
Goals
3
Cash Flow and Budgeting
4
Important Terms
5
Your Saving and Investing Plan
6
The Diversified Model
7
Increases in Compensation
8
Making it Real
9
Maintenance
10
Closing
Video Introduction to the Course
Video Tutorial
Goals Planning Worksheet
Video Tutorial
Budget Spreadsheet
Video Tutorial
Terms Worksheet
Video Tutorial
Timeline
Saving Calculator
401(k) calculator
