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Day 1 - Introduction
Introduction to the program
How to get the most out of the series
Meet the instructor
Overview of Volume 1
Key Concepts to master and why
First Quiz!
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Day 2 - Where Are You Now?
Getting a handle on where you are now
Useful tools -- the monthly balance and net worth sheets
Monthly Balance Sheets
Why you should create them
What you need to get started
Categorizing your spending
What categories should you follow
How to track your cash
Net Worth Statements
Review of what you've learned
Quiz
Homework Assignment
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Day 3- Goal Setting
Goal Setting-The key to success
Why goal setting is important
How to set goals
Creating categories
Exercise- visualize your dreams
Financing your goals
Financial goal categories
Exercise - financing your dreams
Preparing for emergencies
Review
Quiz
Homework
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Day 4- Budgeting
Why you should budget
Budgeting and monthly balance sheets
Using Goals in Budgeting
Saving
Creating a Budget Step by Step
Making your budget work
Involving your family
Making budget adjustments
Managing debt and credit cards
Review and Quiz
Homework
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Day 5- Making a Risk Self Assessment
Risk Assessment
How Risk Tolerance affects your investments
Exercise -- your risk profile
Interpreting your profile
Quiz and Homework
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Day 6- The Language of Finance
This section presents a glossary of financial terms (with visual imagery) to learn and quizzes you on them.
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