Money Smarts
Write an introduction that summarizes the expected outcomes of this course.
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Lesson 1 — The Paycheck Autopsy
Where every dollar of your paycheck actually goes — gross to net, line by line, until nothing on the stub is a mystery.
Where every dollar of your paycheck actually goes — gross to net, line by line, until nothing on the stub is a mystery.
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Lesson 2 — The Family Budget Engine
Build the budget that runs itself — the 30/30/10/30 engine for saving, spending, giving, and goals.
Build the budget that runs itself — the 30/30/10/30 engine for saving, spending, giving, and goals.
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Lesson 3 — The Floor
Your financial floor: the emergency fund and baseline protections that keep one bad month from becoming a bad decade.
Your financial floor: the emergency fund and baseline protections that keep one bad month from becoming a bad decade.
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Lesson 4 — Two Ladders Out of Debt
Snowball or avalanche — two proven ladders out of debt, how each works, and how to pick the one you’ll actually climb.
Snowball or avalanche — two proven ladders out of debt, how each works, and how to pick the one you’ll actually climb.
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About Your Instructor
Your instructor leverages more than a decade of portfolio management and financial coaching experience to facilitate a clear, evidence-based methodology, demonstrating how disciplined planning transforms financial outcomes for professionals and families alike.
Frequently Asked Questions
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Participants typically dedicate three to four hours per week, which allows adequate time to review video lectures, complete practical exercises, and implement the recommended strategies in their personal financial plans.
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The program begins with foundational concepts before progressing to advanced techniques, ensuring that newcomers gain confidence while experienced learners deepen their expertise through comprehensive case studies and application sessions.
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Enrollment grants lifetime access to all video modules, downloadable budgeting templates, asset allocation worksheets, quarterly live Q&A sessions, and updated reference guides that reflect evolving regulatory and market conditions.
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Upon meeting the assessment criteria and submitting a finalized financial action plan, learners receive a digitally verifiable certificate that affirms mastery of the course competencies and can be shared with employers or professional networks.