Course Description

The Financial Freedom Journey

Embark on an imaginative journey towards mastering personal finance with our innovative course designed to transform your financial future. Picture this: you’re planning an exhilarating adventure to your dream destination. It starts with a vision—a dream of white sandy beaches and tranquil seas or perhaps the thrill of navigating through bustling city streets in a foreign land. This course uses the metaphor of planning a dream trip to illustrate the pathway to financial independence.

The process begins in your mind's eye, where dreaming and believing shape the contours of your financial landscape. Yet, dreams alone aren’t enough. Like any substantial journey, achieving financial freedom requires concrete steps—planning, execution, and eventually, the joy of experiencing your dreams come to life.

Throughout this course, your financial plan will unfold like a well-crafted travel itinerary. You'll start by plotting the course in the 'Plan' phase, where you’ll learn to manage your accounts, assess your financial health, and lay a strong foundation. This stage is about understanding where you stand today and setting the right course for tomorrow.

Moving into the 'Execute' phase, you'll tackle managing debts, building a robust credit score, and balancing your accounts to secure your financial future. This phase is akin to packing your bags and setting out on your journey, equipped with everything you need for success.

Finally, the 'Travel' phase allows you to reap the rewards of your hard work. Here, you'll learn how to grow your wealth, make smart investments, and possibly even start planning for retirement. It’s about enjoying the fruits of your labor, whether that’s on a beach in Oahu or enjoying the peace of mind that comes with financial security.

Why focus on personal finance? Imagine you're driving cross-country from New York to Los Angeles. Without a map, weather updates, or hotel bookings, your journey could be risky and fraught with uncertainty. Similarly, navigating your financial landscape without a plan can lead to missed opportunities and potential pitfalls. This course serves as your map, meteorologist, and travel agent, guiding you through the complexities of financial management.

As we delve into the nuances of personal finance, you'll discover that managing your money is not just about numbers; it’s about setting a course that aligns with your personal goals and dreams. Whether you’re just starting out or looking to refine your financial strategy, this course offers valuable insights and tools to help you manage, sustain, and grow your wealth effectively.

By the end of this course, you won't just be planning for financial success—you'll be living it.

  • Completely Online
  • Self-Paced
  • Printable Lessons
  • Full HD Video  
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider
 

Learning Outcomes

By successfully completing this course, students will be able to:
  • Define what personal finances are and their importance on your life.
  • Define your assets.
  • Describe and define your liquid and non-liquid assets.
  • Describe checking accounts, saving accounts, mobile banking.
  • Define what your debt is.
  • Summarize what credit cards are and how they can be both helpful and harmful.
  • Identify investments.
  • Summarize loans and what to look for.
  • Demonstrate mastery of lesson content at levels of 70% or higher.
 
 

Assessment Guide

Assessment Points
An Introduction 1 points
Lesson 1: Introduction 9 points
Lesson 2: Assets 10 points
Lesson 3: Liquid and Non-Liquid Assets 10 points
Lesson 4 Assignment 10 points
Lesson 4: Checking 9 points
Lesson 5 Assignment 10 points
Lesson 5: Savings Savvy 10 points
Exam 6 10 points
Lesson 7 Assignment 2 points
Lesson 7: Debt 10 points
Lesson 8: Credit Cards 9 points
Lesson 9: Investments 9 points
Lesson 10: Loans 10 points
Lesson 11: Conclusion 6 points
Final Exam 50 points
Microsoft Excel Courses
Microsoft Excel Courses
QuickBooks Courses
QuickBooks Courses
Dealing with Employee Records in Payroll Management
Dealing with Employee Records in Payroll Management
Secretary Courses
Secretary Courses
How to Handle Debt Management Agencies
How to Handle Debt Management Agencies
Project Management Courses
Project Management Courses
Debt Reduction
Debt Reduction
Investing 201: Intro to Commodity, Options, and Futures Markets
Investing 201: Intro to Commodity, Options, and Futures Markets
Operations Management Courses
Operations Management Courses
What is Appropriate Business Telephone Etiquette?
What is Appropriate Business Telephone Etiquette?
Basic Operational Budgeting Concepts in Financial Analysis
Basic Operational Budgeting Concepts in Financial Analysis
QuickBooks Online
QuickBooks Online
How to Purchase and Enter Inventory in QuickBooks Online
How to Purchase and Enter Inventory in QuickBooks Online
Personal Finance Courses
Personal Finance Courses
Business Analysis: Planning and Management Requirements
Business Analysis: Planning and Management Requirements
Accounts Payable Training
Accounts Payable Training
Business Ethics Courses
Business Ethics Courses
Business Math 101
Business Math 101
Team Management Courses
Team Management Courses
Understanding Financial Statements
Understanding Financial Statements