Certificate in Financial Wellness Retreats
-- ViewingNowThe Certificate in Financial Wellness Retreats is a comprehensive course designed to equip learners with essential skills for planning and leading successful financial wellness programs. This course is critical in today's economy, where financial literacy and wellbeing have become increasingly important for individuals and organizations.
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GBP £ 149
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โข Understanding Financial Wellness: Defining the Term and Importance
โข Assessing Financial Health: Budgeting, Debt Management, and Savings
โข Financial Planning: Goal Setting, Risk Management, and Investment Strategies
โข Retirement Planning: Understanding 401(k)s, IRAs, and Other Retirement Vehicles
โข Credit Management: Building and Maintaining Good Credit
โข Banking Essentials: Checking and Savings Accounts, Credit Cards, and Loans
โข Tax Planning: Maximizing Deductions and Minimizing Liabilities
โข Estate Planning: Wills, Trusts, and Powers of Attorney
โข Behavioral Finance: Understanding Emotional Biases in Financial Decision Making
โข Resources for Financial Wellness: Books, Podcasts, and Online Tools
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