Practice Management

Financial Planning, Debt Management and Insurance (Mod 3)


Description
In this course, you will understand the essentials of personal financial management and long-term planning. You will also learn to use the "Index Card Rules" as a powerful planning tool as well as learn about financial products to avoid.

Method Of Participation
To complete this program successfully, participants must follow these steps:
Watch all the video lectures for each course. Read any course materials and complete any required activities. Complete the course evaluation and post-test. Successful completion of a given activity’s post-test requires a minimum 80% passing score.

Disclosures
Faculty Disclosure: Dr. Stephen Benold, Dr. Lawrence Gibbs, Dr. Daniel Casey, Dr. Brett Johnson and Dr. Peter Valenzuela have all disclosed that they have no actual or potential conflict of interest in relation to these topics. All staff, planners, and content developers involved in the planning and execution of this enduring internet educational activity have disclosed that they have no actual or potential conflict of interest in relation to this activity..
Content
  • Pre-Assessment
  • Pre-course Self-assessment
  • Lessons
  • Understanding Personal Finance
  • The Time Value of Money
  • Where to Invest
  • The Many Different Types of Investments
  • Using the Index Card Rules
  • Understanding Index Funds
  • Financial Products to Avoid
  • Exam
  • Course Exam
  • Assessment
  • Post-course Self-assessment
  • Post-course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever