FOX E-LEARNING COURSE
Money Essentials: The Path to Financial Success
Course Length: 3 Modules | Video: 41 min | Application: 2 hr 55 min
COURSE AT A GLANCE
When it comes to building healthy money habits there are essential topics to help you achieve long-term financial success and optimal wellbeing. The three modules in this course, a collaboration with Money Sanity U®, are designed to help the rising gen build core financial capabilities, as well as provide key insights on how to link your values to your money habits. The knowledge you gain in this course will help you discover the important connection between money habits and wellbeing.
INTENDED AUDIENCE
Family members in their (20s, 30s, 40s) with a desire to build skills essential to long-term financial success. For family leaders, family office executives, and advisors to leverage as part of their rising gen education and engagement programming.
COURSE INCLUDES
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Your Family Money Journey
13 min Video
|
35 min
Reading & Application
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For optimal financial wellbeing it’s important to balance sharing, saving, and spending. Understanding how you are wired towards money and the importance of attending to your money narrative are essential components to helping you maintain healthy money habits. In this module we examine how money habits are shaped and consider how they reflect your values.
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Money 101
10 min Video
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1
hr
30 min
Reading & Application
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Clearly defining needs and wants is a key ingredient to making money choices that align with your values. This module provides tips and ideas to help set savings goals and build an emergency fund—basic building blocks essential for financial wellbeing.
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What You Need to Create a Successful Budget
18 min Video
|
50 min
Reading & Application
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A budget is one of the most effective ways to track money choices. While 54% of Americans have a budget, only 44% are prepared for an emergency expense greater than $1,000. This module provides a variety of tools and ideas to create a budget, monitor progress, and make needed adjustments.
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FULL COURSE:
Money Essentials Full Course
0 hrs
41 min
Video
|
2 hrs
55 min
Application
|
Standard $800.00 | Member $650.00 | Access Course |
The three modules in this course, a collaboration with Money Sanity U®, are designed to help the rising gen build core financial capabilities, as well as provide key insights on how to link your values to your money habits. The knowledge you gain in this course will help you discover the important connection between money habits and wellbeing.
Additional Course Information
Complete the course to earn a certificate of completion validating your understanding of your financial journey, money 101, and successful budgeting. Take the course as a group to develop shared knowledge and translate your learning into application. Contact FOX to inquire about group discounts.
Learning Objectives:
- Examine Money TemperamentTM and define the characteristics that impact your money habits.
- Recognize the impact of intentional money conversations, how that shapes your narrative, and the effect on materialism and self-esteem.
- Identify the steps to creating a savings plan
- Differentiate between short- mid-and long-term savings goals and identify examples.
- Recognize key components to building an emergency fund.
- Examine best practices for creating and implementing a budget.
Nathan Dungan | Founder and President, Share Save Spend® LLC
Nathan Dungan is the founder and president of Share Save Spend® LLC. He consults and collaborates with multi-generational families, family offices and multi-family offices on issues that shape money habits and wellbeing. Nathan leverages his numerous industry experiences to help coach and mentor family members and the organizations who serve them.
Money Sanity U®, Share Save Spend’s research-based learning platform, is designed to improve the wellbeing of families by addressing a variety of money topics in a highly interactive format.
After purchasing the full course or individual modules, you will get an email with a link to the course and a unique access code.
Note: When purchasing multiple modules, you will get a separate email for each module purchased.
You will have a 1-year license from the date of purchase.
In the course, you can access support via self-service, live chat, or email. If you have any difficulty in purchasing the course, please contact us at foxelearning@familyoffice.com.
Please email foxelearning@familyoffice.com and we’ll be delighted to assist you.
FOX offers learning opportunities for rising gen in e-learning, live virtual, and in-person formats. The e-learning course is intended for individuals seeking a self-directed and self-paced opportunity.
Visit our rising gen programs page to find out more about current opportunities to learn in community with your peers.
At this time CPE credit is not available for the e-learning course. By completing the full course, you will earn a digital badge.
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