Objectives
The core objectives of the personal financial management training program are to help adult and student participants:
- Comprehend the many aspects of personal finance
- Understand the necessity of developing realistic goals
- Establish strong financial practices
- Understand the proper use and cost of debt
- Focus towards long-term investing
Eric Dickerson Associates custom-tailors each training program based on the organization’s specific needs and feedback from participants on the pre-training survey.
Format
Each training program is conducted in a group setting at the organization’s offices or pre-selected facility. A group training format allows for a high level of interaction between the facilitator and the participants as well as peer learning among participants.
Evaluations
Training programs offer pre- and post-training evaluations to accurately assess the “before and after” impact on the financial habits and knowledge base of participants.
Time
The length of the training session(s) is designed based on the specific needs of the organization and participants. Flexible half-day (morning or afternoon), full-day (morning and afternoon) and two-day (full-day and half-day or two half-day) sessions can be provided.
