Keys to Successful Money Management

Keys to Successful Money Management

Course Code
Payment Options
Upfront & Payment Plans
Online & Correspondence
24 Hours

Let a certified financial planner show you how most wealthy people build their fortunes. This course will introduce you to a broad array of investment choices, help you discover the best ways to accumulate cash and property, and demonstrate how to best protect your investments.

If you're interested in discovering how most wealthy people amassed their fortunes, this is the course for you. All it takes is organization, discipline, and a firm knowledge of how to proceed. If you're serious about accumulating a sizable nest egg and living the life of your dreams, you will have to acquire the knowledge and skills necessary for success.

In this course, a certified financial planner will walk you through the steps you need to take in order to achieve true financial success. You'll become comfortable with the broad array of investment choices available to you right now, and you'll discover the best ways to acquire and accumulate both cash and real property. You'll also learn about the tax implications of your investment decisions, along with steps you can take to protect any wealth you acquire.

What you will learn

  • Learn how to choose the right stocks, bonds, and other important investments
  • Discover the proven way to gain wealth and learn the secret of financial freedom
  • Learn how to become a more discerning consumer, saver, and investor
  • Learn how to track the flow of your resources and use budgets to take ownership of your financial future

How you will benefit

  • Learn how to gain and maintain wealth and live the life you've always wanted
  • Discover the secrets to achieving financial independence
  • Gain peace of mind about the future by learning what investments you should make now
  • Become confident about selecting the right path for your financial planning and surrounding yourself with the right financial advisors


Introduction to the Financial Planning Process

In this course, you'll discover the keys to achieving financial freedom steadily and successfully. You'll learn how to make financial discipline and wise financial choices a natural part of your life. Your journey begins here with an overview of the five steps of financial planning.

Organize Your Finances

How much money do you actually have and where is it all going? You have to be able to answer these questions before you can create a financial plan. So, in this lesson, you'll work on organizing your financial life. You'll create an organized filing system, get a handle on your spending, and learn how valuable cash flow statements, budgets, and balance sheets are to financial success. Don't worry; it's not as hard as it sounds!

Short-Term Investments: Building Cash Assets

There are three types of investment money: short-term, intermediate, and long-term. You'll start this lesson with a look at short-term money and the purpose it serves. This is money you would set aside for something specific in the near future like buying a car, making a down payment on a house, or paying off interest-free debt. You'll learn the trade-off between investment risk and investment reward and see why it takes more than putting your money in a savings account to get rich.

Bonds, Stocks, and Mutual Funds

In this lesson, you'll learn how a combination of stocks, bonds, and mutual funds will help you build wealth. You'll also see how investment risk correlates with investment return. Then you'll discover how time mitigates higher-risk investments, making them an excellent choice if you've got enough time and want to see double-digit returns.

Education Accounts

Saving money to fund a college education is a common financial goal. This lesson will talk about the pros and cons of the different education savings plans that are out there. By the end of the lesson, you'll be the neighborhood expert on saving for college!

Retirement Savings

Most people's number-one financial goal is saving for retirement. Social Security alone won't cover the bills. Some people have employer pension plans, but many people have to figure out how they'll make up the shortage once they stop working. This lesson is about taking care of yourself in retirement. You'll examine retirement savings plans and discover why they're a great place for your cash investments.

Real Property Assets

Up to now, this course has been about accumulating cash assets. In this lesson, you'll learn how real property assets complement your wealth. Real property assets are things you can feel, see, and touch (such as land or precious metals). When you complete this lesson, you'll know the challenges and benefits of owning real property.

Understanding Mortgages

Since most people don't have enough to buy a house with cash, they need someone to lend them money. Going to the bank for a loan isn't as simple as walking in and filling out an application. Completing an extensive questionnaire about your income, debts, and job history is part of the loan process, but there's more. You need to decide which kind of mortgage to apply for. Just like there are a number of ways to order coffee from your favorite barista, there are a number of ways to finance a house. In this lesson, you'll learn about the different loan types, understand why some cost more (or less) than others, and figure out which loan program is best for you.

Other Financing

Almost everyone has a credit card in their wallet, and many people are plagued by consumer debt. Credit cards, car loans, car leases, and in-store financing are where consumer debt builds up. In this lesson, you'll learn how to use these forms of financing to instead maximize your wealth.

Risk Management

As you accumulate wealth, it's important to protect it against loss. People buy car insurance in case of car crashes, homeowners insurance in case of damage or destruction to their houses, and health insurance to help with the rising cost of medical care. These are obvious assets to protect, but what about their most valuable asset: their ability to earn an income? If you have people depending on your paycheck to put food on the table and a roof over their heads, then you need to protect your income. For those reasons, this lesson will talk about life and disability insurance and when you should get them.

Build Your Team of Professionals

This lesson will talk about the professionals who can help you on your journey toward wealth. You'll learn the areas of expertise for an attorney, CPA, financial advisor, and insurance agent. You'll also get a sense of when is the right time to call on each of these professionals.

Put Your Plan into Action

The final lesson will talk about the most challenging part of the financial planning process: implementation. It will teach you a technique that's very helpful in getting you and keeping you moving on your journey toward wealth. You'll leave this course knowing what you need to do to reach your goals and how to do it. You'll have everything it takes to achieve financial freedom!


There are no prerequisites to take this course.

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