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Personal Financial Planning

GES 211 -- 40 hours

Course Objectives

Upon successful completion of the Personal Financial Planning program students will be able to:
• Assess how they manage their money on a day-to-day basis with a unique 20 question assessment and personal psychological survey.
• Complete a personal budget and balance sheet, the two most important financial tools that everyone needs, on a regular basis.
• Deal with any crisis situations that might affect ones ability to effectively manage their finances.
• Identify ways to cut expenses and find extra money to save for financial goals.
• Work out a payment plan with creditors and know what to say if they are behind on bills.
• Determine their personal values, goals, and dreams based upon the psychological issues that are important to the student.
• Know how to save the money needed to accomplish short, medium and long term personal financial goals, such as buying a home, saving for college education, paying off credit card bills and whatever else the student may want to accomplish.



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