Training Overview Corporations Universities & Colleges Governments Organizations & Associations

Training topics for students include the following. Programs for other topics can be developed upon request.

Basic Financial Management Practices

  • Creating and Maintaining an Effective Budget
  • Your Banking Account
  • Fundamentals of Loans & Borrowing
  • Impact of Savings

Debt Management

  • Student Loan Debt
  • Using Credit Cards
  • Debt & Debt Management

Understanding Your Credit Report and Its Impact

  • How to Get a Report
  • Regular Monitoring & Why It’s Important
  • How to Clean Up Errors

Goals Setting & Personal Financial Management Strategies

  • Establishing Goals
  • What Strategy is Best for You
  • Creating and Maintaining Goals

Insurance

  • How it works
  • What Types Do I Need?

The BIG Items

  • How to Afford the Right Automobile
  • Introduction to Homeownership

General Investment Review

  • What are Bonds, Mutual Funds, Stocks, Etc.
  • What is a 401K Plan, Pension
  • How Do They Work?
  • How Do I Get Into the Game?

Preventing Identity Theft and Personal Security Strategies

  • Security Risks
  • Daily Practices
  • Tips and Traps

Home | About Us | Our Purpose | Training Programs | Services | e Money Smarts | Contact Us

© 2006 by Eric Dickerson Associates, LLC