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Mastering Personal Finance

Facilitator:                      Dr. Donley Carrington

Guest Presenter:           Professor C. Justin Robinson

Modality:                        Fully online

Duration:                          Registration Closed

TIME:                                Wednesdays at 6:00 p.m. to 8:00 p.m. AST

COST:                                  USD $175.00

Certificate:                       Certificate of Completion

Managing your money is essential for accumulating and maintaining wealth.

Learn how to master the fundamentals of creating a workable budget, managing debt, and accumulating savings and wealth.

OBJECTIVES:

  1. Explore the creation of financial space for wealth creation
  2. Provide participants with principles and practice tools to better manage their personal finances;
  3. Assist participants gain control over personal expenditures;
  4. Help participants gain control over credit card debt

METHODOLOGY:

  • Lectures;
  • Spreadsheet Exercises;
  • Online Investment and Personal Finance Game

TOPICS TO BE COVERED:

1

  • Personal and family budgeting;
  • Budgeting and Spending Strategies
  • Spending and Savings Plans;
  • Preparing for Spending Shocks;
  • Managing Bills;
  • Planning Long Term Purchases;
  • Home Budgeting Calculator;

2

  • Mortgages, Car Loans, Consumer Credit and Credit cards
  • Mortgages
  • Buying A Car
  • Using Credit
  • Good Debt vs. Bad Debt
  • Managing Debt
  • Debt Consolidation
  • Credit Scores and Credit Ratings
  • Credit Cards
  • Compound Interest Calculator
  • Credit Card Calculator
  • Car Loans Calculator
  • Mortgage Calculator
  • Lease vs Buy Calculator

3

  • Insurance
  • Types of Insurance
  • House Insurance
  • Renters Insurance
  • Mortgage Insurance
  • Life Insurance
  • Car Insurance
  • Health Insurance

4

  • Savings and Building Wealth
  • Pay Yourself First
  • What is Wealth
  • Building Wealth
  • Preparing for Retirement
  • Banks, Credit Unions, Building Societies, Meeting Turns and Mutual Funds
  • Investment Return Calculator
  • Saving to Be A Millionaire Calculator
  • Net Worth Calculator

5

  • Taxes and tax Filings

Meet your Facilitators 

Facilitator

Dr. Donley Carrington

Guest Presenter

Prof. Justin Robinson 

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