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Sterling Financial Training

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Budgeting and Saving Series

Duration: Approx. 21 hours

This product is an online product and is a Single user, 1 Year licence.

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Overview:

This series is designed to teach money management and investing skills to help the average consumer get the greatest return for his or her money. The series is for users who wish to learn how to control debt, choose credit and banking accounts wisely, and create a solid plan for retirement.

The Budgeting and Saving Series includes the following courses:

  • Confronting Debt - provides a guide to assessing personal debt, formulating a budget, and maintaining a good credit rating.
  • Eliminating Debt - provides a guide to eliminating personal debt and rebuilding damaged credit.
  • Banking Basics - explains basic principles of consumer banking.
  • Choosing Bank Accounts - explains how to choose checking accounts, savings accounts and certificates of deposit, and provides an introduction to online banking.
  • Planning Your Retirement - provides an introduction to long-term investment strategy.
  • Making 401(k) Plans Work - explains how to take advantage of 401(k) saving plans.
  • Exploring Investment Options - provides a guide to investing in stocks and explains other investment options including bonds, mutual funds, and government investments.

Objectives:

Confronting Debt
  • Assess his/her financial situation by listing debts and liabilities
  • Create a budget
  • Explain how credit bureaus establish credit ratings
  • Maintain a good credit rating


    • Eliminating Debt
  • Choose the best credit card for his/her needs
  • Avoid paying unnecessary fees and service charges
  • Minimize revolving debt
  • Rebuild damaged credit


    • Banking Basics
  • Avoid paying bank transaction fees and service charges
  • Explain how interest rates work
  • Negotiate better rates on accounts and loans
  • Compare banking options such as credit unions and other banks


    • Choosing Bank Accounts
  • Choose the best checking account
  • Choose the best savings account and/or CD
  • Explain the advantages of online banking


    • Planning Your Retirement
  • Explain investment terminology
  • Plan a personal investment strategy
  • Compare and choose among investment options such as stocks, bonds, and CDs


    • Making 401(k) Plans Work
  • Explain the benefits of investing in a 401(k) plan
  • Compare the 401(k) plan with other employer-provided investment options
  • Enroll in a 401(k) plan
  • Allocate 401(k) funds to maximize return and minimize risk


    • Exploring Investment Options
  • Describe in basic terms how the stock market works
  • Pick stocks based on personal investment needs
  • Compare the advantages of stocks, bonds and mutual funds
  • Explain government investment options


    • Price:

    Normal Price: £125.00 (excl. VAT)

    Special Offer Price: £80.00 (excl. VAT)

    YOU SAVE: £45.00 (36%)

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