Life & Money:
Fundamentals of Personal Finance
Life & Money Course
The course, "Life and Money: Fundamentals of Personal Finance" is designed to provide students with the knowledge and tools they need to take control of their finances and achieve their financial goals. The course covers a wide range of topics, from organizing finances and creating a clear financial vision, to setting smart financial goals and tracking expenses.
Participants will learn how to calculate their net worth, allocate discretionary income to achieve their goals, and prepare for unexpected financial events. The course also covers important topics such as debt reduction and estate planning.


In addition to self-study modules, participants will have the opportunity to participate in live Q&A sessions with the instructor, providing an opportunity for personalized guidance and support.
Overall, the "Life and Money" course is an essential resource for anyone looking to improve their financial literacy and gain greater control over their finances. With practical, actionable advice and expert guidance, participants will be well-equipped to navigate the complex world of personal finance and achieve their financial goals.

At A Glance
I was a student who took a job to make ends meet trying to keep up with the Jones'. I really wanted to earn money so I wouldn't be embarrassed to be around other students who always looked stylish and put together.
Not only was I not fitting in. I watched my mom struggle financially and I never wanted my little brother to feel the things I was feeling.
The problem was that I spent all my money trying to be like everyone else. Which meant I spent every penny I earned—except the allowance that I gave my brother.
Then, something happened. My mom said that I had to start paying rent. For the first time in my life, I had the stuff all the other kids had and she was about take it all away. I was devastated but I paid.
A few months later, my mom showed me a bank statement. She’d been depositing the “rent” money that I’d been giving her. She’d been saving it for me and I had my first $1000. That’s when I learned the power of saving! It felt awesome! I had my first thousand dollars and I was hooked. I wanted to continue to save because it
It was now crystal clear to me how to saving is actually fun, and I saw I could build wealth.
I also learned that you can build financial security in small steps, you don’t need to grow up rich, you can't build wealth without huge painful changes.
After that, I started saving and never stopped.
Suddenly, I was confident and although there have been challenges, I’ve continued to save and life's pretty good.
My mom helped me realize that the secret to building wealth is spending less than you earn and mastering the fundamentals.


From the very first meeting with her advisor Sheila knew that she wanted to be a financial advisor. She was impressed by her advisor's knowledge, thoughtfulness, and patience. But what really stood out to her was her ability to educate and empower her clients. Sheila knew that she wanted to help people achieve financial stability and security and to educate them the same way her advisor had helped her.
Sheila’s advisor helped her set financial goals, develop a savings plan, and invest wisely. And through it all, she took the time to explain every step of the process.
Sheila started researching what it would take to become a financial advisor and was soon offered her first role. It was a challenging journey, but her passion for the field kept her motivated.