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Synopsis
Budgeting and Saving: Planning Your Retirement provides an introduction to long-term investment strategy.

Audience
This course is for anyone who wants to better manage his or her personal finances.

Time
3 hours

Product Code: BUDG05
After completing Budgeting and Saving: Planning Your Retirement, the user should be able to:
Explain investment terminology
Plan a personal investment strategy
Compare and choose among investment options such as stocks, bonds, and CDs

Becoming an Informed Investor
Watching key indicators
Finding good information
Understanding financial terminology

Planning Your Investments
Evaluating risks
Insuring your investments with Uncle Sam
Evaluating liquidity
Evaluating returns

Planning for Retirement
Planning for tomorrow
Formulating a strategy
Understanding IRAs
Understanding annuities

Cashing In at Retirement
Investing during retirement
Maximizing retirement benefits
Evaluating other options

A typical course has the following features:
Exercises that allow users to explore how a course topic applies to budgeting and saving
A file containing the text of the exercises
Activities that allow users to apply concepts in an interactive questioning environment
A glossary
A Skill Assessment

Budgeting and Saving: Confronting Debt (BUDG01)
Budgeting and Saving: Eliminating Debt (BUDG02)
Budgeting and Saving: Banking Basics (BUDG03)
Budgeting and Saving: Choosing Bank Accounts (BUDG04)

Budgeting and Saving: Making 401(k) Plans Work for You (BUDG06)
Budgeting and Saving: Exploring Investment Options (BUDG07)

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