Description
This self-paced course guides users through creating and maintaining an effective savings plan tailored to their income and lifestyle. Participants will learn how to set realistic savings goals, calculate emergency fund requirements, and automate transfers using digital tools. The curriculum includes video lectures demonstrating real-world scenarios like saving for vacations, home purchases, and unexpected expenses. Clients will complete quizzes after each module to reinforce concepts and receive immediate feedback on their understanding. Downloadable worksheets help track monthly income versus expenses and visualize savings progress over time. The course also covers strategies for reducing discretionary spending and negotiating better rates on recurring bills. Interactive budgeting templates are provided to test different savings scenarios and plan for short-term and long-term objectives. Participants will learn to optimize interest rates on savings accounts and identify promotional offers that can accelerate their progress. A final capstone project has users design a personalized two-year savings roadmap. Ideal for individuals looking to build foundational financial habits and achieve peace of mind through systematic saving.
Digital course – video modules, quizzes, and downloadable worksheets
4 hours
Setting savings goals, automating transfers, expense tracking, optimizing interest rates
Young professionals, recent graduates, new savers
