Financial Foundations is a 2-3 day hands-on workshop that helps participants make more successful financial decisions in a context that is consistent with their own personal values, vision, and goals.
The curriculum was developed to educate participants to better understand fundamental financial concepts, challenges, and choices. The program is appropriate for participants who already have a team of financial professionals in place as well as those who choose to make financial decisions themselves. Financial Foundations introduces participants to the field of "behavioral finance" and describes in detail how individuals sabotage their own financial success and how to create a plan for making better decisions.
Learning Objectives Define, clarify, and prioritize financial goals Understand personal financial history and money personality Learn behavioral determinants of success and failure Design an appropriate investment portfolio Identify strengths and weaknesses in core financial areas Identify opportunities and threats in core financial areas Build financial resources and a team of professionals Outline the basics of a personal financial plan Develop a strategy for implementation and periodic review Financial Topics Covered • Time Value of Money • Financial Statements • Cash Flow and Debt Management • Risk Management • Insurance • Asset Protection • Tax Planning • Retirement Planning • Investment Management • Charitable Planning • Estate Planning Each participant receives a Financial Foundations workbook and CD which include course pre-readings, session notes and illustrations, in-class exercises, financial statement templates, model investment portfolios, follow up exercises, and a list of financial resources.
Financial Foundations program should be considered a beginner-to-intermediate level personal finance course.