• Understand the importance of managing money, saving for the future, managing debt, and estate planning, with different starting points and priorities
• Understand the importance of long-term savings and accumulation for retirement, emphasizing the need to save and accumulate for the long term.
• Understand the significance of controlling the retirement flag and the impact of having money outlive us.
• Learn the objective of climbing mountains, emphasizing that getting to the top is important, but getting to other side is equally important.
• Understand the need for tax-free accounts to protect savings, paychecks, and livelihoods
• Understand the importance of having a passive income to live a satisfying retirement lifestyle without checking email or business updates
• Understand the importance of having an emergency fund and a 6-month timeframe for saving for emergencies
• Understand the process of removing a negative item from a credit report by changing the address of the negative account and freezing the secondary agencies.
• how to determine if a person’s credit profile is ready for funding by checking their credit profile, including open accounts, payment history etc.

The Personal Finance For Beginners | Financial Planning 101 course is designed to empower individuals with the essential knowledge and skills needed to effectively manage their personal finances. In today’s complex financial landscape, it is crucial to have a solid foundation in financial planning to achieve financial stability and reach long-term goals.

This course serves as an introductory guide, providing comprehensive insights into the key concepts and strategies of personal finance. Students will learn wealth building strategies, credit repair tactics, and funding secrets. Additionally, they will explore the importance of saving, investing, and managing money wisely.

Through interactive lessons, real-life examples, and practical exercises, participants will gain a clear understanding of various financial instruments, such as mutual funds, and retirement accounts. They will also delve into the fundamentals of risk management, insurance, and estate planning.

The course emphasizes the development of personalized financial plans tailored to individual goals and circumstances. Students will learn how to set achievable financial objectives, plan for major life events, and build an emergency fund. Moreover, they will discover effective strategies to enhance their credit scores and manage taxes efficiently.

By the end of this course, students will possess the necessary tools to make informed financial decisions, establish a strong financial foundation, and embark on a path towards financial well-being. Whether you are just starting your financial journey or seeking to improve your financial management skills, this course is an invaluable resource to help you take control of your financial future.

Who this course is for:

• This course is for everybody, beginners and ones who are very knowledgeable.