Basic Personal Finance

Overview/Description
Target Audience
Expected Duration
Lesson Objectives
Course Number

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Overview/Description
This course introduces computer-based money management. Money management capabilities including transactions, transferring funds, banking online, and reporting are covered. Finally, the learner is guided through budgets, investments, and tax preparation capabilities.

Target Audience
A computer user with a good understanding of PCs and their uses..

Expected Duration (hours)
3.0

Lesson Objectives

Basic Personal Finance

Match types of money management software with their features.

Match accounts in personal finance software with their functions.

Identify features of categories in personal finance software.

Identify features of account transactions in personal finance software.

Identify features of scheduled transactions in personal finance software.

Sequence the steps to transfer funds between accounts in personal finance software.

Identify features of online banking in personal finance software.

Match personal finance reports with their functions.

Identify tax preparation capabilities in personal finance software.

Identify investment capabilities in personal finance software.

Identify budgeting capabilities in personal finance software.

Identify financial planning capabilities in personal finance software.

Course Number:
en_US_15043_ng