Financial Empowerment Foundations
Whether you want to overcome a debt problem or gain control of a personal fortune, the Financial Empowerment Foundations Course will help you to create a healthy relationship with your money.
Learning Support
Tips for Success
Activity: Journal
Navigating through Lessons
Learning Community
Troubleshooting
Your Learning
FREE PREVIEWActivity: Personal Learning Objectives
Your Starting Point
Overview
Financial Empowerment Foundations
Deep Dive: Money and Power
The Money Relationship
Sidebar: What is Money?
Activity: Values Alignment
Overview
Gender and Money
Overview
What is financial planning?
Solutions Blueprint
How do I start?
Overview
Check In
Intro
Activity: Cash Flow vs. Net Worth
Cash Flow
Sidebar: The "B" Word
Activity: Cash Flow
Deep Dive: Compensatory Spending
Net Worth
Activity: Net Worth
Sidebar: Good Debt?
Tracking Tools
Practice
Tracy's Feedback on the Tough Ones
Wrap Up
Check Out
Overview
Cash Reserve
Capacity
Holding Surplus
Deep Dive: Capacity
Protective Gestures
Reducing Debt vs. Buidling Reserve
Activity: Estimating Cash Reserve
Overview
Where am I headed?
Activity: Goal Setting
Sidebar: Temperature Check
Overview
Check In
How do I get there?
Many Markets
Activity: Market Index
Investing Terminology
Chat Challenge: Asset Allocation
Understanding Risk
Deep Dive: Risk Tolerance
Time Horizon, Diversification
Mutual Funds
Matching Game
Sidebar: Fees
Registered or non-registered?
Sidebar: Feelings!
Activity: Asset Allocation
Check Out
You Did It!
Overview
How Do I Stay On Track?
Activity: Getting There
Overview
Your Money Team
Sidebar: How are advisors paid?
Activity: Money Team
Overview
Life Stages
Overview
Care Package for the Road
Self Assessment
Activity: Action Planning
Additional Resources
Course Completed!