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Financially Fit Program

A Three-Day Intense Coursework to Improve Financial Literacy

 A Dream Academy Course

About this Course

Objectives:

 

  1. Guide local community with information and strategies to tackle their debt to work toward improving their credit score.

  2. Laying a financial foundation that uniquely fits a student’s financial position. 

  3. Assist students in understanding the employee benefits available on the job.

  4. Address the basic principles of investing. 

 

Methodology:

 

  1. Have students pull their credit reports, write letters of inquiries, and communicate with outstanding debtors.

  2. Complete a budget.  Evaluate present financial positions and answer the question, “If money were not an issue, what would you do with your life?”

  3. Teach students to use company benefits to achieve financial goals.

  4. Introduce the tax benefits associated with a home-based business.

SKILLS DEVELOPED

Financial Planning

Goal Planning

Mindset

About Course

Upcoming Course Dates

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Class #1

Monday, January 9th

6:00pm - 7:30pm

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Class #2

Monday, January 16th

6:00pm - 7:30pm

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Class #3

Monday, January 23rd

6:00pm - 7:30pm

Dates

Instructors

Dr. Nicole B. Simpson, CFP

Dr. Nicole B. Simpson, CFP

Finance & Mindset

Sonji K. Grandy

Sonji K. Grandy

Finance & Mindset

Instructors

Curriculum

1

Ditch the Debt and Collect The Coins

Setting Goals and Outlining the Vision for the financial bootcamp
a. Address the importance of setting goals
b. Evaluate life at present moment-where are you and where are you looking to go?
c. How do I get started cleaning my debt and begin to save?

2

Laying the Financial Foundation Fit For You

a. Discuss financial relationship to goals-will work with students to determine economic objectives relative to time commitment.
b. Establish a budget. What resources do you have available to fund the plan.
c. The benefits of having a house, a baby and/or a business. We will address how the tax code impacts your overall financial picture.
d. Insurance liabilities. What are the basic protection insurance policies that are necessary?

3

Leveraging Your Workplace Benefits with Your Overall Plan

a. Retrieve a copy of the company benefits. What is the company offering?
b. Teach students how to leverage the benefits available on the job, verses what benefits may need to be handled independently
c. Review retirement benefits. Do you have a profit-sharing account? Where is your money from previous employers? How to research if money was left at previous employers and how to consolidate the assets.
d. The basic principles of investing…what is a stock, bond, and mutual fund.
e. Determining one’s individual risk tolerance and overall investment objectives.
f. Taking away the stigma and uncertainty of the stock market.

Curriculum
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