Skip to main content

Budgeting Assistance

Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

Effective credit management starts with a solid budget. In this course we will assist clients in creating a realistic budget that helps them manage expenses, save for the future, and avoid further debt.

What Will You Learn?

  • You will learn how to create a personal budget and choose appropriate budgeting methods.
  • You will learn how to track expenses, categorize spending, and identify potential savings.
  • You will learn how to prioritize debt repayment and incorporate debt management strategies into their budgets.
  • You will learn how to adapt their budgets to manage unexpected financial events and create an emergency fund.

Course Content

Creating a Personal Budget: Foundations and Tools
In this topic, students will learn the basics of budgeting, including understanding income, expenses, and setting realistic financial goals. They'll explore different budgeting methods (e.g., zero-based, 50/30/20 rule) and digital tools to track spending.

  • Lesson
  • Case Study
  • Self Assessment

Tracking Expenses and Identifying Saving Opportunities
This lesson focuses on how to track daily expenses, categorize spending, and identify areas where savings can be made. Students will also learn how to spot impulse spending and create actionable strategies for reducing unnecessary costs.

Managing Debt within a Budget
Students will explore how to incorporate debt management strategies into their budgets. Topics include prioritizing debt repayment, understanding interest rates, and using the snowball or avalanche methods to pay off debts effectively while balancing day-to-day expenses.

Adjusting Your Budget for Unexpected Changes
This topic teaches students how to adapt their budgets when unexpected events arise, such as job loss, medical emergencies, or major repairs. They’ll learn how to create an emergency fund and adjust spending to stay financially stable in difficult times.

Earn a certificate of completion

selected template

Student Ratings & Reviews

No Review Yet
No Review Yet