FINANCIAL LITERACY
Develop your financial independance
Money Matters
A Basic Financial Literacy Training Program
Time: 9:30am-3:30pm
Date: TBA (Fall 2011)
Venue: World Bank H building, Room H1-200
Instructor: Cary Clark, Financial Literacy Trainer
Registration: Required
Course Material Fee: $40 (Spouse); $50 (Staff and non members)
No previous financial knowledge necessary. Tips on "balancing the books" in your household, financial jargon, how the stock market works, your family pension plan, which portfolio is right for you, how to learn more financial information.
Family Budgeting (Online)
Developing your Financial Road Map
Online Class
Dates: TBA (Fall 2011)
Online Orientation
Dates: TBA
Registration: Required
Course Material Fee: $35 (Spouse); $45 (Staff and non members)
This is a hands on introduction to the budgeting material and course software for participants in the Online Budgeting course. Facilitators will help overseas participants with the introduction online.
A facilitator guided, 5-unit online course. Connect to this e-learning course to establish the foundation for your personal financial planning: efficient record keeping, creating a budget, tracking expenses, getting out of debt, setting financial goals, determining net worth. This course helps participants get financially organized and develop a financial road map to manage household expenditures and save for the future.
Savings and Investments (Online)
Farming for the Future
Dates: TBA (Fall 2011)
Prerequisite: WBFN Online Family Budgeting Course
Registration: Required
Course Material Fee: $35 (Spouse); $45 (Staff and non members)
Connect to this e-learning course to identify the amount of savings required to meet future financial needs, especially for retirement; investigate your pension plan; receive an introduction to the different types of investment assets, including stocks and bonds; and learn portfolio management principle useful in a global economy.
Getting on with Money
Developing an Action Plan
Date: TBA (Fall 2011)
Time: 9:30am-3:00pm
Venue:World Bank H Building, Room H3-290
Instructor: Cary Clark, Financial Literacy Trainer
Prerequisite: none
Registration: Required
Course Fee: $30 (Spouse); $40 (Staff and non members) Fees will be donated to a WBFN outreach program
Intended Outcome: Develop a Plan of Action to achieve your financial goals
Class Size: limited to 25 persons. Register early.
Is gaining control of your money and financial life somehow slipping to the bottom of your to-do list?
What keeps you from putting into action the things you know you need to do to reach your
financial goals?
From over ten years of facilitating financial literacy courses, Cary has compiled the 6 most mentioned financial goals as the ability to: 1) reduce debt, 2) be prepared for emergencies, 3) gain financial independence, 4) secure a pension, 5) teach children about living within one's means, 6) educate children and help take care of elderly parents.
In this course you will:
- Explore the blocks that hold you back from the tasks you know you need to do in order to be financially secure
- Explore strategies to put into action what you know to do and what not to do to control your financial life
- Learn how the intelligence and competence you apply in other areas of your life can also be applied to your money
Preparation for the day: includes locating your yearly pension statement or equivalent documents. You will be asked to bring this document with you to the seminar.
Time Management
Date: TBA
Time: 10:00am-3:00pm
Venue: TBA
Instructor: Cary Clark, Financial Literacy Trainer
Registration Deadline:
Course Fee: $30
Outline:
- The importance of effective time management
- The benefits of effective time management
- Identifying what is important
- Identifying goals
- Prioritizing tasks
- Urgent tasks and important tasks
- Dealing with ‘time stealers’ and ‘time wasters’
- Communicating for effective time management
Recommended book to buy: How’s All the Work Going to Get Done? by Don Blohowiak