FINANCIAL PLANNING COURSE OUTLINE

CHAPTER 10: SAVING MONEY

Short/Long Term Reasons, 401K, Payroll Deductions

CHAPTER 11: INVESTING MONEY

Inflation’s impact, Mutual Funds, Real Estate

CHAPTER 12: INVESTING IN STOCKS

Dividends, Indexs, The DOW, Dollar-Cost Averaging

CHAPTER 9: CHECKING ACCOUNTS/BANK ACCOUNTS

Endorsements, Reconciling a Bank Statement

CHAPTER 23: BUYING, SELLING & LEASING A VEHICLE

Depreciation, Registration and Title

CHAPTER 25: INTRODUCTION TO INSURANCE

Concepts and Terminology of Insurance

CHAPTER 26: HOME AND AUTO INSURANCE

Attractive Nuisances, Liability Issues, Coverages

CHAPTER 16: CREDIT

Revolving Credit, Service Credit

CHAPTER 17: CREDIT RECORDS/REPORTS

5- C’s of Credit, Applying for Credit

CHAPTER 19: PROBLEMS WITH CREDIT

Bankruptcy and Foreclosure

CHAPTER 21: RENTAL AGREEMENTS

Leases versus Month-to-Month Rentals

CHAPTER 22: BUYING A HOME

Process of Buying and Cost of Owning, Covenants

CHAPTER 7: INCOME TAX

Taxable and Non-Taxable Preparing a 1040 EZ

CHAPTER 3: GETTING A JOB

Cover Letters, Resume’, Interviewing