Managing Personal Finances

For many people, finances are an unsolvable Rubik's cube filled with anxiety. We don’t teach children when they are young the value of a good credit score.

For many people, finances are an unsolvable Rubik’s cube filled with anxiety. We don’t teach children when they are young the value of a good credit score. Many people have a hard time formatting and sticking to a budget. You can easily solve the finance puzzle with a little hard work, self-control, and the right tools. Today is a new day; you are taking the first steps to reclaiming your financial freedom.

Most people know that a map can tell them how to get from point A to point B. A well developed budget is just like a map as it helps you reach your financial goals. You start at point A, and the budget helps you go the distance get to point B. And with our Managing Personal Finances workshop your participants will learn how to budget, and create a plan for their future.

EVERYTHING YOU NEED TO TEACH A ONE-DAY WORKSHOP FOR MANAGING PERSONAL FINANCES:

Training Manuals	PowerPoint Slides
Instructor’s Guide	Quick Reference Job Aids
Icebreakers, Activities, & Exercise Files	Pre-Assignments, Pre-/Post-Assessments
Promotional Advertorials	Lesson Plans with Flip Chart Notes

MANAGING PERSONAL FINANCES COURSE OUTLINE:

Module One: Getting Started

Icebreaker
Housekeeping Items
The Parking Lot
Workshop Objectives

Module Two: Module Two: The Benefits of Budgeting

Getting Rid of Debt
Generating Savings
Reducing Stress and Anxiety
Lessening Family Conflicts
Case Study
Module Two: Review Questions

Module Three: What to Consider Before Creating a Budget

Understand Your Income
Determine a Budget Duration
Determine Expenses
Track What’s Being Spent
Case Study
Module Three: Review Questions

Module Four: Types of Fixed Personal Expenses

Utility Bills
Housing Bills
Transportation
Debt Payments
Case Study
Module Four: Review Questions

Module Five: Types of Fluctuating Personal Expenses

Personal Care
Entertainment
Eating Out
Case Study
Module Five: Review Questions

Module Six: Establish Your Goals

Short Term vs Long Term
Be Realistic
Actually Get Rid of Debt
Save for the Future
Case Study
Module Six: Review Questions

Module Seven: Determine Where Cuts Can Be Made

Cut Bad Habits
Decrease Transportation Costs
Reduce Utility Bills
Decrease Entertainment Expenses
Case Study
Module Seven: Review Questions

Module Eight: Tools

Software
Phone Applications
The Envelope System
Expenditure Notebook
Case Study
Module Eight: Review Questions

Module Nine: Stick With Your Budget

Use Cash for Weekly Allowance
Accountability to Family or Friends
Set Up a Different Account for Savings
Remind Self of Benefit to Sticking with Budget
Case Study
Module Nine: Review Questions

Module Ten: Additional Ways to Make Money

Make and Sell Items
Sell Unused Items
Small Part-Time Job
Recycle for Money
Case Study
Module Ten: Review Questions

Module Eleven: Paying Off Debt

Get Three Credit Reports
Start with Small Stuff and Work Your Way Up
Credit Card Hacks
Investigate Student Loan Repayment or Consolidation Options
Case Study
Module Eleven: Review Questions

Module Twelve: Wrapping Up

Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations

Training Topics

Administrative Skills

Accountability in the Workplace

Administrative Office Procedures

Administrative Support

Business Writing

Meeting Management

Organizational Skills

Social Media in the Workplace

Career Development

Assertiveness and Self Confidence

Communication Strategies

Creative Problem Solving

Entrepreneurship

Interpersonal Skills

Negotiation Skills

Personal Branding

Project Management (6th Edition)

Time Management

Women in Leadership

Human Resources

Business Succession Planning

Contract Management

Crisis Management

Developing a Lunch and Learn

Diversity and Inclusion

Employee Onboarding

Employee Recruitment

Employee Termination Processes

Hiring Strategies

Human Resource Management

Managing Workplace Harassment

Measuring Results from Training

Millennial Onboarding

Office Health and Safety

Sensitivity Training

Talent Management

Train the Trainer

Unconscious Bias

Universal Safety Practices

Workplace Bullying

Workplace Diversity

Workplace Harassment

Workplace Violence

Personal Development

Adult Learning – Mental Skills

Adult Learning – Physical Skills

Anger Management

Attention Management

Being a Likeable Boss

Critical Thinking

Emotional Intelligence

Emotional Intelligence at Work

Goal Setting and Getting Things Done

Improving Mindfulness

Improving Self-Awareness

Increasing Your Happiness

Job Search Skills

Life Coaching Essentials

Managing Personal Finances

Managing Workplace Anxiety

Personal Productivity

Public Speaking

Social Intelligence

Social Learning

Stress Management

Taking Initiative

Trust Building and Resilience

Work-Life Balance

Supervisors and Managers

Budgets and Financial Reports

Coaching and Mentoring

Conducting Annual Employee Reviews

Developing New Managers

Employee Motivation

Facilitation Skills

Knowledge Management

Leadership and influence

Lean Process and Six Sigma

Manager Management

Middle Manager

Office Politics for Managers

Performance Management

Self Leadership

Supervising Others

Team Building Through Chemistry

Virtual Team Building & Management

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