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Work Skills
WorkReady: Skills for Work

Financial Management

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.