A Half-Day Hands-On TMS Experience
Delivered in Live or Live Virtual Classrooms!
Course Description: A 2020 annual study by the Global Financial Literacy Excellence Center reveals that Americans continue to receive a “failing grade” in financial literacy and planning. The survey underscores the need for greater financial education, awareness, and understanding. As the negative economic effects of the coronavirus pandemic continue to unfold, it’s now become more important than ever that many more Americans, including new government employees, acquire proper financial planning and management skills. This workshop, geared for new employees but open to all, helps participants understand sound financial planning concepts in a safe learning environment through the expertise and wisdom of an engaging and highly experienced certified Financial Planning Master Instructor.
Following the workshop each participant is afforded the opportunity to meet one-on-one with the instructor for a personal coaching Q&A session!
Learning Objectives & Topics Covered in this Workshop:
- Understanding personal finance
- Assess your current financial situation
- Understanding financial statements, tools, and budgets
- Understand effective techniques to managing income taxes
- Develop a plan for building and maintaining good credit
Toolkits: Each Participant will receive a Student Handbook and access to an Online Toolkit, containing tools such as checklists, tips, techniques, and numerous other tools to help you use your new skills immediately.
Additional Information
CPE Credits: 7.0
CEU Credits: 0.6
Suggested Program Prerequisites: None
Advanced Preparation: None
NASBA Program Level: Basic
NASBA Field of Study: Specialized Knowledge
Delivery Method: Group Live – Classroom
