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,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


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

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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

                      Other Course Kits Available:

                      1. Accountability in the Workplace
                      2. Administrative Office Procedures
                      3. Administrative Support
                      4. Adult Learning - Mental Skills
                      5. Adult Learning - Physical Skills
                      6. Anger Management
                      7. Appreciative Inquiry
                      8. Archiving and Records Management
                      9. Attention Management
                      10. Basic Bookkeeping
                      11. Being a Likeable Boss
                      12. Body Language Basics
                      13. Budgets and Financial Reports
                      14. Building Confidence and Assertiveness
                      15. Business Acumen
                      16. Business Ethics
                      17. Business Etiquette
                      18. Business Succession Planning
                      19. Business Writing
                      20. Call Center Training
                      21. Change Management
                      22. Civility in the Workplace
                      23. Coaching and Mentoring
                      24. Coaching Salespeople
                      25. Collaborative Business Writing
                      26. Communication Strategies
                      27. Conducting Annual Employee Reviews
                      28. Conflict Resolution
                      29. Contact Center Training
                      30. Contract Management
                      31. Creating a Great Webinar
                      32. Creative Problem Solving
                      33. Creativity: Thinking Outside the Box
                      34. Crisis Management
                      35. Critical Thinking
                      36. Customer Service
                      37. Customer Support
                      38. Cyber Security
                      39. Delivering Constructive Criticism
                      40. Developing a Lunch and Learn
                      41. Developing Corporate Behavior
                      42. Developing Creativity
                      43. Developing Emotional Intelligence
                      44. Developing New Managers
                      45. Digital Citizenship
                      46. Diversity, Equity and Inclusion
                      47. Employee Motivation
                      48. Employee Onboarding
                      49. Employee Recruitment
                      50. Employee Termination Processes
                      51. Entrepreneurship
                      52. Event Planning
                      53. Executive and Personal Assistants
                      54. Facilitation Skills
                      55. Generation Gaps
                      56. Goal Setting and Getting Things Done
                      57. Handling a Difficult Customer
                      58. Health and Wellness at Work
                      59. High Performance Teams Inside the Company
                      60. High Performance Teams Remote Workforce
                      61. Hiring Strategies
                      62. Human Resource Management
                      63. Improving Mindfulness
                      64. Improving Self-Awareness
                      65. In Person Sales
                      66. Increasing Your Happiness
                      67. Internet Marketing Fundamentals
                      68. Interpersonal Skills
                      69. Job Search Skills
                      70. Knowledge Management
                      71. Leadership and Influence
                      72. Leadership Development for Women
                      73. Lean Six Sigma
                      74. Life Coaching Essentials
                      75. Manager Management
                      76. Managing Personal Finances
                      77. Managing Workplace Anxiety
                      78. Managing Workplace Harassment
                      79. Marketing Basics
                      80. Measuring Results From Training
                      81. Media and Public Relations
                      82. Meeting Management
                      83. Middle Manager
                      84. Millennial Onboarding
                      85. mLearning Essentials
                      86. Motivating Your Sales Team
                      87. Multi-Level Marketing
                      88. Negotiation Skills
                      89. Networking Outside the Company
                      90. Networking Within the Company
                      91. Office Health and Safety
                      92. Office Politics For Managers
                      93. Organizational Skills
                      94. Overcoming Sales Objections
                      95. Performance Management
                      96. Personal Branding
                      97. Personal Productivity
                      98. Presentation Skills
                      99. Project Management
                      100. Proposal Writing
                      101. Prospecting and Lead Generation
                      102. Public Speaking
                      103. Recognizing Employee Excellence
                      104. Respect in the Workplace
                      105. Responsibility in the Workplace
                      106. Risk Assessment and Management
                      107. Safety in the Workplace
                      108. Sales Fundamentals
                      109. Self-Leadership
                      110. Sensitivity Training
                      111. Servant Leadership
                      112. Social Intelligence
                      113. Social Learning
                      114. Social Media In The Workplace
                      115. Social Media Marketing
                      116. Stress Management
                      117. Supervising Others
                      118. Supply Chain Management
                      119. Taking Initiative
                      120. Talent Management
                      121. Team Building For Managers
                      122. Team Building Through Chemistry
                      123. Teamwork and Team Building
                      124. Telephone Etiquette
                      125. Telework And Telecommuting
                      126. Ten Soft Skills You Need
                      127. The Cloud and Business
                      128. Time Management
                      129. Top 10 Sales Secrets
                      130. Trade Show Staff Training
                      131. Train-The-Trainer
                      132. Trust Building and Resilience Development
                      133. Unconscious Bias
                      134. Universal Safety Practices
                      135. Virtual Team Building and Management
                      136. Work-Life Balance
                      137. Workplace Bullying
                      138. Workplace Harassment
                      139. Workplace Violence