Managing Personal Finances

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Managing Personal Finances

For many people, finances are an unsolvable Rubik's cube filled with anxiety. We don’t teach children when they are young the value of a good credit score. Many people have a hard time formatting and sticking to a budget. You can easily solve the finance puzzle with a little hard work, self-control, and the right tools. Today is a new day; you are taking the first steps to reclaiming your financial freedom.

Most people know that a map can tell them how to get from point A to point B. A well developed budget is just like a map as it helps you reach your financial goals. You start at point A, and the budget helps you go the distance get to point B. And with our Managing Personal Finances workshop your participants will learn how to budget, and create a plan for their future.

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Everything you need to teach a one-day workshop for Managing Personal Finances:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

Free Sample

Managing Personal Finances Outline:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Module Two: The Benefits of Budgeting
  • Getting Rid of Debt
  • Generating Savings
  • Reducing Stress and Anxiety
  • Lessening Family Conflicts
  • Case Study
  • Module Two: Review Questions
Module Three: What to Consider Before Creating a Budget
  • Understand Your Income
  • Determine a Budget Duration
  • Determine Expenses
  • Track What's Being Spent
  • Case Study
  • Module Three: Review Questions
Module Four: Types of Fixed Personal Expenses
  • Utility Bills
  • Housing Bills
  • Transportation
  • Debt Payments
  • Case Study
  • Module Four: Review Questions
Module Five: Types of Fluctuating Personal Expenses
  • Personal Care
  • Entertainment
  • Eating Out
  • Case Study
  • Module Five: Review Questions
Module Six: Establish Your Goals
  • Short Term vs Long Term
  • Be Realistic
  • Actually Get Rid of Debt
  • Save for the Future
  • Case Study
  • Module Six: Review Questions
            Module Seven: Determine Where Cuts Can Be Made
            • Cut Bad Habits
            • Decrease Transportation Costs
            • Reduce Utility Bills
            • Decrease Entertainment Expenses
            • Case Study
            • Module Seven: Review Questions
            Module Eight: Tools
            • Software
            • Phone Applications
            • The Envelope System
            • Expenditure Notebook
            • Case Study
            • Module Eight: Review Questions
            Module Nine: Stick With Your Budget
            • Use Cash for Weekly Allowance
            • Accountability to Family or Friends
            • Set Up a Different Account for Savings
            • Remind Self of Benefit to Sticking with Budget
            • Case Study
            • Module Nine: Review Questions
            Module Ten: Additional Ways to Make Money
            • Make and Sell Items
            • Sell Unused Items
            • Small Part-Time Job
            • Recycle for Money
            • Case Study
            • Module Ten: Review Questions
            Module Eleven: Paying Off Debt
            • Get Three Credit Reports
            • Start with Small Stuff and Work Your Way Up
            • Credit Card Hacks
            • Investigate Student Loan Repayment or Consolidation Options
            • Case Study
            • Module Eleven: Review Questions
            Module Twelve: Wrapping Up
            • Words from the Wise
            • Review of Parking Lot
            • Lessons Learned
            • Completion of Action Plans and Evaluations

                      Administrative Skills

                      1. Accountability in the Workplace
                      2. Administrative Office Procedures
                      3. Administrative Support
                      4. Archiving and Records Management
                      5. Basic Bookkeeping
                      6. Business Writing
                      7. Collaborative Business Writing
                      8. Executive and Personal Assistants
                      9. Meeting Management
                      10. Organizational Skills
                      11. Social Media In The Workplace
                      12. Supply Chain Management

                      Career Development

                      1. Building Confidence and Assertiveness
                      2. Communication Strategies
                      3. Creative Problem Solving
                      4. Creativity: Thinking Outside the Box
                      5. Developing Creativity
                      6. Digital Citizenship
                      7. Entrepreneurship
                      8. Interpersonal Skills
                      9. mLearning Essentials
                      10. Negotiation Skills
                      11. Personal Branding
                      12. Project Management
                      13. Telework And Telecommuting
                      14. Ten Soft Skills You Need
                      15. The Cloud and Business
                      16. Time Management
                      17. Women in Leadership

                      Human Resources

                      1. Business Succession Planning
                      2. Contract Management
                      3. Crisis Management
                      4. Developing a Lunch and Learn
                      5. Diversity, Equity and Inclusion
                      6. Employee Onboarding
                      7. Employee Recruitment
                      8. Employee Termination Processes
                      9. Generation Gaps
                      10. Health and Wellness at Work
                      11. Hiring Strategies
                      12. Human Resource Management
                      13. Managing Workplace Harassment
                      14. Measuring Results From Training
                      15. Millennial Onboarding
                      16. Office Health And Safety
                      17. Sensitivity Training
                      18. Talent Management
                      19. Train-The-Trainer
                      20. Unconscious Bias
                      21. Universal Safety Practices
                      22. Workplace Bullying
                      23. Workplace Harassment
                      24. Workplace Violence

                      Personal Development

                      1. Adult Learning - Mental Skills
                      2. Adult Learning - Physical Skills
                      3. Anger Management
                      4. Attention Management
                      5. Being A Likeable Boss
                      6. Critical Thinking
                      7. Developing Emotional Intelligence
                      8. Goal Setting and Getting Things Done
                      9. Improving Mindfulness
                      10. Improving Self-Awareness
                      11. Increasing Your Happiness
                      12. Job Search Skills
                      13. Life Coaching Essentials
                      14. Managing Personal Finances
                      15. Managing Workplace Anxiety
                      16. Personal Productivity
                      17. Public Speaking
                      18. Social Intelligence
                      19. Social Learning
                      20. Stress Management
                      21. Taking Initiative
                      22. Trust Building and Resilience
                      23. Work-Life Balance

                      Sales And Marketing

                      1. Body Language Basics
                      2. Call Center Training
                      3. Coaching Salespeople
                      4. Contact Center Training
                      5. Creating a Great Webinar
                      6. Employee Recognition
                      7. Event Planning
                      8. High Performance Teams Inside the Company
                      9. High Performance Teams Remote Workforce
                      10. In Person Sales
                      11. Internet Marketing Fundamentals
                      12. Marketing Basics
                      13. Media And Public Relations
                      14. Motivating Your Sales Team
                      15. Multi-Level Marketing
                      16. Overcoming Sales Objections
                      17. Presentation Skills
                      18. Proposal Writing
                      19. Prospecting and Lead Generation
                      20. Sales Fundamentals
                      21. Servant Leadership
                      22. Social Media Marketing
                      23. Telephone Etiquette
                      24. Top 10 Sales Secrets
                      25. Trade Show Staff Training

                      Supervisors And Managers

                      1. Budgets And Financial Reports
                      2. Coaching And Mentoring
                      3. Conducting Annual Employee Reviews
                      4. Developing New Managers
                      5. Employee Motivation
                      6. Facilitation Skills
                      7. Knowledge Management
                      8. Leadership And Influence
                      9. Lean Process And Six Sigma
                      10. Manager Management
                      11. Middle Manager
                      12. Office Politics For Managers
                      13. Performance Management
                      14. Self-Leadership
                      15. Supervising Others
                      16. Team Building Through Chemistry
                      17. Virtual Team Building And Management

                      Workplace Essentials

                      1. Appreciative Inquiry
                      2. Business Acumen
                      3. Business Ethics
                      4. Business Etiquette
                      5. Change Management
                      6. Civility In The Workplace
                      7. Conflict Resolution
                      8. Customer Service
                      9. Customer Support
                      10. Cyber Security
                      11. Delivering Constructive Criticism
                      12. Developing Corporate Behavior
                      13. Handling a Difficult Customer
                      14. Networking Outside the Company
                      15. Networking Within the Company
                      16. Respect in the Workplace
                      17. Responsibility in the Workplace
                      18. Risk Assessment and Management
                      19. Safety In The Workplace
                      20. Team Building For Managers
                      21. Teamwork And Team Building