| Personal Financial Management |
The Personal Financial Management course is designed to accomplish three primary objectives:
- To educate the student about the benefits of establishing short term and long term financial goals,
- To guide the student through the process of preparing a financial budget, and
- To provide the student with an online interactive check reconciliation process.
As the student is working through the course material they will be building a personal financial plan. This plan will be summarized on one page and available to the student at the conclusion of the course. Other topics addressed in the course include wise use of credit and consumer information related to credit.
There are no books associated with this course. All material is available online.
Who Should Take This Course?
Anyone who could benefit from establishing financial goals, preparing a budget, and learning how to balance a checkbook should take this course.
There are no prerequisites to take this course.
What Information Do I Need To Take the Course?
The student should have information on their gross income, net income (check amount after taxes), and their monthly expenses. If you have this information available prior to starting the course it will save time in the course.
There is no time limit associated with completing the course. However, once payment is made there is no refund available. If the course is not completed within six months the student will be converted to inactive status. A call to our office will be required to reinstate the account.
Confidentiality
Van Education Center retains all of the information provided by our students in the strictest of confidence. Your information will not be made available to any third parties. Questions associated with confidentiality should be directed to VanEd at (800) 455-8348.
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Course Fee: $29
Includes the preparation of a personal financial plan.
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| Course Outline |
Introduction
Budget Development
-Setting Goals
-Monthly Income
-Monthly Expenses
-Budgeting Exercise
Money Management
-Keeping Records
-Decision Making
-Insurance
-Saving
Wise Use of Credit
-Types of Credit
-Warning Signs
-Appropriate Use
-Credit Rating
Consumer Information
-Resources
-Consumer Protection
Checkbook Reconciliation
-The Register
-Reconciliation Process
-Reconciliation Exercise
Summary
-Glossary
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