Personal Financial Readiness

Do you understand your overall financial health? Are you ready to handle unexpected financial situations? Your overall financial success depends on your readiness, so be prepared and you will prosper. When it comes to personal finance, many consumers lack sufficient understanding of everything from savings accounts and checking accounts to more complicated topics like mortgages and debt.

Whether it is the need to establish and maintain an effective budget and spending plan to minimize debt or the need to begin building retirement assets for a comfortable retirement, far too many individuals do not receive this type of education until it is too late. The goal of this module is to help learners become aware of their financial situation, and to educate them on the ins and outs of personal finance.

In addition to personal financial readiness, this module also teaches the basics of business finance. To be career ready, one must also have financial readiness.

1. Understand the fundamentals of money and personal finance.
2. Know how to build wealth through financial planning.
3. Understand the financial industry.
4. Manage money through budgeting. 
5. Understand debt management.
6. Understand insurance and how to determine the right insurance for your situation.
7. Manage employment wages and taxes.
8. Understand the basics of business finance including profit/loss statements, balance sheets, business planning, and risk management. 

The Leading Edge Learning® modules are created specifically for today’s learners who demand interaction and engagement with online learning opportunities. Sequential presentation of largely static content in page-after-page delivery is not the best delivery experience for adult learners.

This module can be used for both Higher Education and in the Business Industry. For example:

Higher Education - Include within the institution’s career readiness center. Include in a course on personal finance. 

Business, Industry, Nonprofits, & Agencies - Include the module with the new employee onboarding and orientation program.

Pricing is based on number of learner hours and the annual expected quantities. Modules are sold individually and in course packs. Contact us to develop a customized solution that works for your specific requirements.

The quantity-based pricing of this module is as follows:

1-100 Learners per Year - $150 per Learner

101-500 Learners per Year - $140 per Learner

500+ Learners per Year - $130 per Learner