Financial Planning Fundamentals
College & Adult
Managing money can feel time-consuming and intimidating, but managing it well is essential to your family’s future. In this class, you’ll learn the key components of financial planning, including:
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How to create and manage a budget that factors in all expenses, contingencies, and goals
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How to capitalize on tax-advantaged savings such as HSAs and 401(k)s
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How to consider and diversify investments
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Easy ways to cut expenses and increase savings
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Common mistakes and misconceptions people have about money
Included with Learning Membership
Unlimited access to hundreds of live classes, tutoring, and more.
4 sessions
1x per week
1 hour each
session duration
6-9 students
typical class size
Live Group Classes Include
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Live course instruction where you’ll meet face-to-face with your instructor and fellow students in a virtual classroom
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Interactive and collaborative sessions where students learn course-specific lessons as a group
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An expert instructor and an immersive learning experience in a class with limited seating
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Class content is purpose built for drop-in or ongoing attendance
Financial Planning Fundamentals
Small Group Class
- Typically 6-9 students per class.
- Students get personalized help and attention.
- Opportunities to collaborate and engage in discussion.
- Unlimited access to this class and more free with Learning Membership
About Small Group Classes
Personalized Instruction
Small classes allow the instructor to give individualized attention to each student.
Customized Curriculum and Learning
Class content and pacing is tailored to the interests and needs of the students.
Collaborative Experiences
Student-to-student collaboration fosters deeper learning and engagement.