Wallet Wisdom: Making Sense of Cents

BEGINNER INTERMEDIATE
GROUP Maximum 8 participants [preregistration open]
5 days
9:00 a.m. to 3:00 p.m. [Monday to Friday]
What you will learn

This 5-day course covers the following modules:

Unit 1 - The Basics
Unit 2 - Your Finances: Debts, Saving, and Budgets
Unit 3 - Beyond Saving: Investing Basics
Unit 4 - Active Investing
Unit 5 - Life Finances: Insurance, Wills, Charitable Donations
Unit 6 - Meet the Taxman: How to file your own Income Tax Return

Course Description

Yukon Learn is bringing you a series of Intermediate level workshops on various aspects of personal financial management. Each will build on material already covered by the introductory Money Matters program. Participants will gain a better understanding of financial concepts, practices and opportunities; and use them to their benefit.

Welcome to Wallet Wisdom! Each day will build on material covered by the Introductory Money Matters program. Participants will gain a better understanding of financial concepts, practices, and opportunities and use them to their benefit. This 5+ day course covers the following modules: 1) ABC's Money Matters: Books 1-4 2) Yukon Learn's Money Management: Unit 1 - The Basics Unit 2 - Your Finances: Debts, Saving, and Budgets Unit 3 - Beyond Saving: Investing Basics Unit 4 - Active Investing Unit 5 - Life Finances: Insurance, Wills, Charitable Donations Unit 6 - Meet the Taxman: How to file your own Income Tax Return Objective: Participants will gain a better understanding of financial concepts, practices and opportunities; and apply them for their personal benefit. Concept: A series of related workshops on various aspects of personal financial management.  Each will build on material already covered by the Money Matters program offered by TD Bank. The units will be presented as a course to follow on concepts learned in “Money Matters” (TD Bank/ABC Canada). Financial tools: special vocabulary, math, and record-keeping useful for personal money management Fundamentals of personal finance: income, debt, saving, and budgets Beyond saving: types of investments, registered plans (RRSP etc.) Understanding investing: investing strategies, advice and agents, DIY and on-line investing The others in your life:  Insurance, wills, and community activities Taxes: a guided walk through the T-1 General Income Tax form Prerequisites for all units: Successful completion of the “My Money” course and any course unit(s) identified within each unit; OR equivalent experience and knowledge Basic numeracy - add, subtract, multiply, divide; and ability to use calculator or calculator function on a mobile device Basic literacy – Grade 8-10 reading level Individual units identify additional specific requirements