Financial Goal-Setting

Learn about the why, the what and the how of effective financial goal-setting. We help you understand how to articulate a realistic and achievable financial plan so you can take steps to live your best life.

Course curriculum

1. Welcome to Financial Goal-Setting
2. What to expect
3. Introduction & Learning Outcomes
1. Financial Goal-Setting Basics
1. Taking Stock: Conducting a Personal Financial Inventory
1. It's Time for SMART Goals
1. Strategies to Achieve Your Financial Goals
1. Overcoming Financial Setbacks
1. Monitoring Your Progress and Adjusting Goals
1. Getting Started on Your Financial Goal-Setting
1. How to Use the Workbook
2. Life Visions Exercise Workbook
1. Using Your Sophia Budgeting Tool
2. BONUS: Sophia Budgeting Tool - Google Sheets version
3. BONUS: Sophia Budgeting Tool- Excel version
1. How to use the Key Financial Ratios Guide
2. Download The Key Financial Ratios Guide
1. Congratulations - Your Completion Certificate

About this course

Free
18 lessons
0 hours of video content

Financial Goal-Setting

Course curriculum

Introduction

Module 1: Financial Goal-Setting Basics

Module 2: Taking Stock

Module 3: It's Time for SMART Goals

Module 4: Strategies to Achieve Your Financial Goals

Module 5: Overcoming Financial Setbacks

Module 6: Monitoring Your Progress and Adjusting Goals

Module 7: Getting Started on Your Financial Goal-Setting

Life Visions Workbook

Sophia Budgeting Tool

Financial Ratios Guide

Congratulations - Your Completion Certificate

About this course