Planning for Major Life Events
Why It’s Worth It
Gain comprehensive understanding of major life milestones and their financial implications.
Develop actionable budgeting and saving strategies that are tailored to your life goals.
Learn practical investment techniques for building wealth and securing your retirement.
Your Learning Roadmap
Understanding Major Life Events and Financial Planning
In this module, learners will gain a broad understanding of what constitutes a major life event and why strategic financial planning is critical. The course introduces core concepts and personal financial frameworks referenced in popular financial planning literature. Participants will learn to align their personal goals with systematic budgeting and savings tactics. Defining Major Life Events The Importance of Financial Planning Analyzing Personal Goals and Priorities
Budgeting Fundamentals for Life's Milestones
This module focuses on the creation and management of effective budgets. Participants will learn the fundamentals of income and expense tracking and discover practical tools referenced in books like 'The Total Money Makeover'. The lessons are designed to build practical budgeting skills which are the stepping stone for successful financial planning. Foundations of Budget Creation Tracking Income and Expenses Digital Tools for Effective Budgeting
Saving Strategies for Key Life Events
In this module, participants explore saving techniques essential for funding weddings, education, and emergencies. The lessons incorporate saving frameworks found in books like 'Smart Couples Finish Rich' and 'Your Money or Your Life' to inspire disciplined, goal-oriented saving behavior. Practical methods and strategic timing for saving are discussed to empower participants to prepare adequately for future expenses. Saving for Weddings and Celebrations Establishing a College Fund Creating an Emergency Fund
Investing for Long-Term Goals & Retirement Planning
This module dives into the world of investments and retirement savings. Drawing from frameworks in 'The Millionaire Next Door' and others, learners will understand how strategic investments contribute to accumulating wealth over time. The lessons cover portfolio diversification, risk management, and the advantages of specific retirement accounts. Investment Strategies for Future Milestones Understanding Retirement Savings Risk Management and Asset Allocation
Implementing and Adjusting Your Financial Plan
The final module focuses on the practical implementation of financial planning. This includes regular budget reviews, adjusting savings strategies, and seeking professional advice. The lessons emphasize a continuous learning mindset and the necessity of revisiting financial plans to accommodate life changes. Monitoring and Adjusting Your Budget Dealing with Unexpected Life Events Integrating Professional Advice and Ongoing Education
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All You Need to Know
Enroll Now! Plan Your Future
Interactive learning through real-time chat with AI.
Flexible learning pace - study anytime, anywhere.
Instant feedback to help you apply concepts.
Access to practical budgeting and savings tools.
In-depth analysis of personal goals and priorities.
Strategies for dealing with unexpected life events.