This course reviews essential topics and skills for effective personal financial management. Learners review steps to create a budget and practice multiplication to calculate monthly and annual spending. Concepts such as what it means to buy on credit, how interest works, and tips for online banking, are also introduced.

  • The course is available in English and Spanish.

  • Aligns with workforce frameworks, such as Employability Skills Framework

  • Each unit is a collection of short lessons that are 3 minutes or fewer. Units of this course contain 15-20 lessons


Unit 1: Financial Management
Identify short and long term budgeting goals. List detailed steps to follow in order to budget. Define different types of expenses (fixed vs. variable). Define “interest” Calculate basic interest problems.