MANG D0033 - Opus Monetae – The Money Management Course

Course Description

Do you want to take control of your financial well-being but feel lost, left behind, or unsure of which resources to rely on? Opus Monetae was designed to respond to a growing crisis facing our country, limited access to a solid financial skills education. This 9-hour program will teach you the skills and knowledge needed to manage your money confidently and build wealth for the future. Learn a wide range of financial tools and concepts to use immediately. Find out how to spot and avoid financial/investing pitfalls, become more confident and disciplined with managing money, and understand the fundamentals of financial management. Designed for those with little to no background in financial concepts. Each student will receive a copy of the entire course manual and an extensive list of resources that will supplement the instruction. Empower yourself today with Opus Monetae.

About the instructor: Robert Falconiero is a Certified Public Accountant (CPA) in Pennsylvania with over a decade of experience advising some of the largest companies on complex financial issues. He combines this expertise with captivating, inspirational instruction that make learning both easy and fun.

Course Outline

• Introduction and Disclaimer
• Part 1: Personal Financial Statements and Ratios
• Part 2: Emergency Funds and Banking Relationships
• Part 3: Debt, Credit Scores, and Credit Reports
• Part 4: The Time Value of Money, Risk, and Inflation
• Part 5: The Legal Forms of Business and Supply & Demand
• Part 6: Investment Securities - Debt vs. Equity
• Part 7: Investment Funds
• Part 8: The Stock Market
• Part 9: Market Indices
• Part 10: Market Economics and Valuation
• Part 11: Asset Bubbles and Market Psychology
• Part 12: Active Investing vs. Passive Investing vs. Speculating
• Part 13: Portfolio Management and Diversification
• Part 14: Retirement Savings
• Part 15: Brokerage Accounts and Financial Professionals
• Part 16: Real Estate Valuation and Mortgages
• Part 17: Finance and The Greater Good
• Part 18: Derivatives and The Financial Crisis
• Part 19: Personal Income Taxes
• Part 20: Defending Against Identity Theft and Fraud
• Part 21: Insurance
• Part 22: Common Sense Tips for Success in Investing, Personal Investing, & Life
• Part 23: Money Management Role Models & Resources
• Part 24: Course Conclusion

Learner Outcomes

Upon completion of this workshop participants will be familiar with:

• Basic accounting
• What an emergency fund is
• Debt and how to prioritize debt payments
• Interest Rates
• Credit Reports
• Basic forms of business structure/ownership
• Introduction to investment funds & stock market
• Benefits of retirement accounts
• How mortgages work
• Social investing
• Income taxes
• Insurance policy

Notes

Materials Required:

Handouts provided by instructor