Plan for your future

Money management not only involves the money you currently have, but considering your future needs. While your financial situation will change throughout your career, planning for the future through savings and investments will help set you up for financial success. This course looks at financial planning to consider your financial goals and how to save for the future.

The Financial Planning course will help you clarify the need to save for retirement and the future, analyze the types of investments, and then act on creating a financial management plan that works for you!

As a part of the Commonwealth Leadership Alliance Core Six™ curriculum, this course will cover the components of Decision-Making and Financial Literacy.

  • Determine how to create financial goals
  • Compare and contrast short and long-term savings options
  • Compare and contrast different types of investment
  • Discuss options for planning for retirement

Course curriculum

    1. Why should you save?

    1. Compounding Interest

    2. Risk Tolerance and Time Horizon

    3. When is the Right time to Invest?

    4. Investment Basics Matching Activity

    5. Knowledge Check

    1. Why should you save for Retirement?

    2. Retirement Investing

    3. Non-retirement investments

    4. Types of Investments Matching

    5. Knowledge Check

    1. Reflection

    2. Supplemental Resources

    3. Continue the Conversation

About this course

  • 14 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.