Budgeting and Saving
This series is designed to teach money management and investing skills to help the average consumer get the greatest return for his or her money. The series is for users who wish to learn how to control debt, choose credit and banking accounts wisely, and create a solid plan for retirement.
This series is for anyone who wants to better manage his or her personal finances. This online course contains 7 lessons and should take approximately 21 hours to complete.
Confronting Debt
This course provides a guide to assessing personal debt, formulating a budget, and maintaining a good credit rating and teaches you how to assess his/her financial situation by listing debts and liabilities, create a budget, explain how credit bureaus establish credit ratings, and maintain a good credit rating.
Eliminating Debt
This course provides a guide to eliminating personal debt and rebuilding damaged credit and teaches you how to choose the best credit card for his/her needs, avoid paying unnecessary fees and service charges, minimize revolving debt, and rebuild damaged credit.
Banking Basics
This course explains basic principles of consumer banking and teaches you how to avoid paying bank transaction fees and service charges, explain how interest rates work, negotiate better rates on accounts and loans, and compare banking options such as credit unions and other banks.
Choosing Bank Accounts
This course explains how to choose checking accounts, savings accounts and certificates of deposit, and provides an introduction to online banking and teaches you how to choose the best checking account, choose the best savings account and/or CD, and explain the advantages of online banking.
Planning Your Retirement
This course provides an introduction to long-term investment strategy and teaches you how to explain investment terminology, plan a personal investment strategy, and compare and choose among investment options such as stocks, bonds, and CDs.
Making 401(k) Plans Work
This course explains how to take advantage of 401(k) saving plans and teaches you how to explain the benefits of investing in a 401(k) plan, compare the 401(k) plan with other employer-provided investment options, enroll in a 401(k) plan, and allocate 401(k) funds to maximize return and minimize risk.
Exploring Investment Options
This course provides a guide to investing in stocks and explains other investment options including bonds, mutual funds, and government investments and teaches you how to describe in basic terms how the stock market works, pick stocks based on personal investment needs, compare the advantages of stocks, bonds and mutual funds, and explain government investment options.