Gain a sense of control over your money rather than letting money have control over you.
We all understand that money matters. But we may not all know how to achieve financial wellness. The first steps to financial security are planning and following through on a personal spending plan or budget. Budgeting is about choices --choosing how to make money and choosing how to spend it. Professionals attending this program will learn how to get a handle on how they spend their money and how to prepare and follow a personal spending plan or budget. Through exercises, identify and develop a plan to get rid of bad debt and increase your good debt to be prepared for your financial future. Financial boot camp training helps reduce the anxiety of not knowing whether there's enough money to pay expenses when they're due and gives one a sense of control over one's money rather than letting money have control over you. This program also provides suggested methods to help build assets that will improve the quality of life for the individual and their families by learning the basics of estate planning and retirement.
Learning Objectives
- You will be able to recognize how to establish a personal balance sheet.
- You will be able to recognize strategies to manage debt and increase your credit score.
- You will be able to identify tips to spend less and save more.
- You will be able to recognize tax credits that may increase your income.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Examine Financial Goals and Set Them
Learn How to Prepare a Spending Plan and Track Daily Spending
Find Ways to Decrease Spending and Increase Income
What to Do When There Are More Expenses Than Income
Determine Best Savings Options for Savings Goals
Discover Comprehensive Financial Planning
Identify How to Invest Appropriately and Plan for Your Retirement
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 9, 2022.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
CPE/NASBA - QAS Self Study 1.8 including Personal Development 1.8
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Personal Development for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Ria Dark
2Rogues
- National speaker with a background in mental health, substance abuse disorders, and corporate wellness
- Coursework covers leadership, communication, diversity and inclusion, conflict resolution, mental health in the workplace, and work/life balance
- Helps to develop business strategies targeting short-term and long-term objectives, leads and motivates teams to advance engagement, develops high-performing groups, and tends to the well-being of employees
- Training repertoire is highlighted by positive psychology and resilience to create happiness at work
- Coached and consulted at all levels of organizations within a variety of top industries including EAPs, insurance, healthcare, consumer products, as well as government and academia
- Author of How to Overcome Gender Labels, Healthy New Albany
- Registered yoga teacher, Yoga Alliance, RYT 500; International Institute of Risk & Safety Management member; substance abuse professional, Department of Transportation; sub-stance abuse expert, Nuclear Commission; licensed clinical social worker
- Ph.D. ABD degree in human services, Capella University; M.S degree in counseling, University of Dayton; B.S. degree in psychology, The Ohio State University
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
