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:
- Explore the creation of financial space for wealth creation
- Provide participants with principles and practice tools to better manage their personal finances;
- Assist participants gain control over personal expenditures;
- 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