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Personal Finance and Budgeting

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Personal Finance and Budgeting


INTENSIVE HALF-DAY COURSE: This course is designed to provide participants with practical skills and strategies to manage their finances effectively. Understanding and mastering personal finances is an essential skill for building a secure and prosperous future.


It explains the art of effective budgeting & managing money. We focus on a personalized budget, understanding what are needs and wants, and strategies for saving and managing debt. Participants will learn to take control of their personal finances & make informed financial decisions.


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Course Outline

Module 1: Introduction
• Welcome and course overview.
• The importance of personal finance and budgeting.
• Setting financial goals for the course.

Module 2: Basics of Personal Finance
• Understanding income, expenses, and savings.
• Overview of financial planning and goal-setting.
• Introduction to financial tools and resources.

Module 3: Creating a Budget
• Steps to develop a personalized budget.
• Differentiating between needs and wants.
• Strategies for tracking and managing expenses.

Module 4: Saving and Investing
• Importance of saving for short-term and long-term goals.
• Basics of investing and risk management.
• Introduction to different investment vehicles.

Module 5: Debt Management and Credit
• Understanding different types of debt.
• Strategies for effective debt management.
• Building and maintaining a good credit score.

Module 6: Interactive Activities and Case Studies
• Hands-on budgeting exercises.
• Group discussions on real-life financial scenarios.
• Interactive activities for understanding investment concepts.