HOW TO SET FINANCIAL GOALS
Course Objective
The “How to Establish Financial Goals” course aims to enable participants to develop essential skills for personal and professional financial planning. At the end of the course, students will be able to set realistic financial goals, create effective strategies to achieve them and maintain healthy financial management.
Program content
1. Introduction
Home Quiz
Video – Introduction
2. Financial goals, wants and needs
Video – What are financial goals?
Video – Deadlines
Video – Wants and needs
Quick test
Balance
3.Emergency reserve
Video – Emergency Reservation
Three recommendations for establishing a financial reserve
4.Dreams of consumption
Video – Consumer Dreams
Shall we reflect?
5.Retirement
Video – Retirement
Quiz
6. Know what you want
Video – Know what you want
Decisions: consumption, investment and financing
Let's understand the difference between loan and financing?
7. Closing
Video – Closing
Methodology
A practical and interactive approach is used, combining theoretical classes with case studies and practical exercises. Participants will have access to online resources to deepen their knowledge and share experiences.
Instructor
The course is taught by a personal finance specialist, with extensive experience in the financial market and proven teaching skills. Your instructor will provide valuable insights, practical tips, and personalized guidance throughout the program.
Target Audience
It is aimed at anyone interested in improving their financial planning skills, from professionals at the beginning of their careers to entrepreneurs, parents and individuals seeking greater control over their finances.
General Recommendations
- No prior knowledge of finance is required.
- It is recommended to dedicate a few hours a week to studying and practical application of the concepts learned.
About Instructors
English 
Português do Brasil