Course Topics
Six topics that make personal finance easier to understand
Each session covers one area of U.S. personal finance with time for questions. You will leave with a checklist you can use right away.
Session 1
Emergency funds and savings goals
How much to save before investing, where to keep emergency money, and how to set a target that fits your situation.
Session 2
Tracking spending without spreadsheets
Simple methods to see where your money goes each month and adjust habits that do not serve your goals.
Session 3
Retirement accounts: 401(k), IRA and Roth
What each account type does, contribution limits, and which one makes sense for different earnings levels.
Session 4
Opening a brokerage account
Where to open an account, what documents you need, and what happens after you transfer money in.
Session 5
Index funds and how they differ from stocks
What an index fund holds, how it spreads risk, and why it behaves differently from a single company's stock.
Session 6
Building a plan you can follow
How to decide what to do first, what to automate, and when to revisit your approach as life changes.
Who this course is for
- You have steady earnings and want to understand where your money should go beyond monthly bills
- You have heard terms like 401(k) or index fund but do not know what they mean in practice
- You want a clear explanation without sales pitches for specific products or platforms
What you take away
- A checklist for each of the six topics that you can use immediately
- Clarity on which accounts and tools exist and what each one does
- Confidence to make decisions about savings and retirement accounts on your own
Ready to understand your options without the sales pitch?
Write through the contact form to ask about upcoming start dates or to request more details about the course. We reply within two business days.