Dollars and Sense: Guidance for Building a Strong Financial Foundation

Dollars and Sense: Guidance for Building a Strong Financial Foundation

Embark on a journey towards financial empowerment in our course on financial literacy. Gain a comprehensive understanding of financial planning as we explore the advantages of setting goals, crafting a personalized budget, and managing debt. Discover the significance of an emergency fund and acquire practical skills to build and sustain it. Finally, uncover the benefits of tax-advantaged retirement accounts to secure a prosperous future. This course will have a significant effect on an individual’s perception of financial stability, their ability to pursue professional development opportunities, and their overall well-being.

Upon successful completion of this course, learners should be able to:
1. Explain the advantages of setting short- and long-term financial goals.
2. Create a personal budget that includes income, expenses, savings, and investments.
3. Describe the consequences of having high levels of debt and strategies for repayment.
4. Discuss the importance of an emergency fund and how to build and maintain it.
5. Describe the benefits associated with tax-advantaged retirement accounts.

Timothy Ulbrich, PharmD
Co-Founder and CEO
Your Financial Pharmacist

Dr. Timothy Ulbrich has no relevant financial relationships with ineligible companies to disclose. 

Course fee includes course and course materials.
Course is non-refundable.
Initial Release Date: November 1, 2023
Planned Expiration Date: November 1, 2026

THIS COURSE IS NOT FOR CE CREDIT.

Copyright 2023, CEimpact. All Rights Reserved. Any reproduction of this course without express permission is strictly forbidden.  

Additional information

Duration

1h 30m

Topic Designator

Financial

ACPE

No

ACPE Topic
Role

Technician

Media-Type

On-Demand

Release Date

11/1/23

CEUs

0

Rating

4

This course is in our subscription.

0