Create a path to financial success
Regardless of your career path, money management is a critical skill that everyone needs to have both personally and professionally. The way you manage your money has a direct relationship with other aspects of your life, so it is important to have the financial literacy to set yourself up for success. This certificate will include courses on financial management, financial decision-making, taxes, and financial planning. This certificate is a part of the Commonwealth Leadership Alliance Core Six™ curriculum, which is designed to educate leaders about the skills generally needed for an individual or organization to complete key processes and operations. In this certificate, you will clarify what financial literacy is by analyzing the role financial management, financial decision-making, personal taxes, and financial planning play in your financial health. Upon completion of the certificate you will be able to act on becoming more financially stable and dependent.
Here's what you'll learn:
Explain the importance of financial literacy
Identify components of financial literacy
Apply financial literacy concepts to personal situations
Reflect on personal areas of growth related to financial literacy
Introduction to Financial Literacy
For many people, finances can be overwhelming. There are a lot of terms to understand and having a strong basis in financial literacy can help you progress into the more complex topics.
Financial Management
Money comes in, and money goes out, but how do you manage it, so you aren’t spending more than you make? Budgets can help you understand your finances and set you up to make the best decisions considering your current situation and future goals.
Financial Decision-Making
Throughout your life, you will need to make some major financial decisions beyond your day-to-day spending. While these decisions can impact your budget, there are a lot more factors that go into planning for them.
Personal Taxes
Once you start making money or owning property, you will also start owing taxes. Whether you file them yourself or hire a professional, there are a lot of nuances to be aware of and taxes can easily get overwhelming.
Financial Planning
Money management not only involves the money you currently have but considering your future needs. While your financial situation will change, planning for the future through savings and investments will help set you up for financial success.
Financial Literacy Certificate Assessment
This course is the final assessment for the Financial Literacy Certificate. All other courses for the certificate's completion must be completed prior to this course.
Earn your Financial Literacy certificate
Complete all of the courses and earn your certificate
About the Certificate
Content Contributor
Senen Garcia
Managing Attorney
Senen is an experienced Business Attorney/Accountant with a demonstrated history of working small and medium sized businesses. He is skilled in various Commercial transactions, Litigation, Income Tax, and Property and Casualty, as well as has strong interpersonal skills coupled with a Juris Doctorate and MBA.
Hernan Mayol
Export Finance Manager, Office of International Trade
Hernan is a global leader with over 25 years experience in Financial Services, Strategy, and Business Development focused on Trade and Working Capital Solutions, Global Payments, Structured Trade Finance, Risk Mitigation, Alternative Investments and Innovation in the Banking industry.