Set your finances up for success

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. This course will cover how to create and stick to a budget based on your own financial needs.

The Financial Management course will help you clarify the need for managing your personal finances, analyze the components of budgets and different types of debt, and then act on creating a budget and debt management plan that works for you!

  • Identify categories to consider when creating a budget
  • Examine different budgeting practices to stay on track
  • Compare and contrast the different types of debt
  • Discuss how to create a debt payoff plan that fits your budget

Course curriculum

    1. What is Financial Management?

    1. Do you Really Need to Budget?

    2. Basics of Budgeting

    3. Create a Budget

    4. Keeping Yourself on Track

    5. Why Debts Aren't in the Budget

    6. Knowledge Check

    1. Student Loans

    2. Credit Cards

    3. Store Credit Cards

    4. Medical

    5. Vehicle

    6. House

    7. Debt Types to Avoid

    1. Understanding Interest Rates

    2. How to Pay Off Debt

    3. Avoiding Future Debt

    4. Knowledge Check

    1. Reflection

    2. Supplemental Resources

    3. Continue the Conversation

About this course

  • 21 lessons

Course Contributors

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.