Setting Your Financial Goals

Course Details:

When it comes to money, going with the flow is not a plan for success. Knowing where you’re going is the first critical step on the road to financial stability. But how do you decide where you want to go? Who has the roadmap?

As it turns out, you do. During this workshop, you’ll answer three simple questions that will help you to define your own, personal financial vision to guide you in establishing money goals throughout your life. Finally, learn three powerful steps that will increase your likelihood of achieving your goals by 70%!

This course can require anywhere from 30 to 45 minutes to complete. For visitors in need of Continuing Education Units, this course may be worth ½ hour unit. 

Steps to Earning a Certificate of Completion

1. On each screen, you will be asked to watch a brief video or read the transcript

2. After watching the video, click the "Continue" button to be taken to a question or two about the video. After successfully answering the question, you will be taken to the next screen with another video.

3. After viewing each video and successfully completing the accompany questions, you will be asked for your identifying information required to generate your certificate of completion.

4. Upon submission of your identifying information, you will be emailed a PDF copy of your certificate of completion, noting the name of the course and the date of completion. 

Your Name and Email Address are required for certificate of completion and will never be shared without your permission.

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