|
Personal Financial
Management
l
Psychology of Money
1. Family, Peers, & Other Models
2. Motivations
3. Habits
4. Needs v. Wants
5. Life Experiences
6. Media & POP Persuasion
7. “I’m Not Good at Math”
8. Gambling
l
Money Skills
1. Budgeting
2. Net Worth
3. Prioritizing & Goals
4. Buying Skills: Planning & Critical Thinking Skills
5. Banking & Financial Institutions
6. Credit & Debt Mgt.
7. Insurance & Risk Mgt.
8. Home Ownership v. Rentals
9. Other Major Purchases
10. Saving & Investing
11. Taxes & Tax Planning
12. Retirement & Estate Planning
13. Kids & Money
14. Elder Care
15. Identity Theft
16. Financial Records
l
Financial Counselors/Advisors
Business Management
1. Corporate Finances
2. Training Systems
3. Corporate Initiatives
|
|
• Colleges &
Universities
• K-12; School Districts
• Military (Air Force, Army, Marine Corp, National Guard, and Navy)
• Chapter 13 Trustees
• Financial Institutions (Banks,
Credit Unions, Mortgage Lenders…)
• Financial Counseling
• Insurance Firms
• Human Resources Executives
• Social Services
• Associations
• Private Sector Firms
• Hospitality Industry
• Retail
• Manufacturing & Construction
• Collection Firms/Dept.’s
• Utilities
• Public Sector Agencies (e.g. Federal, States, Counties, &
Municipalities)
• Individuals
|
|
 |
