Course curriculum

  • 1

    Agenda

    • Agenda
  • 2

    Why Budget?

    • Why Budget?
  • 3

    Trivia Questions

    • Trivia Question 1

    • Trivia 1 Answer

    • Trivia Question 2

    • Trivia 2 Answer

    • Trivia Question 3

    • Trivia 3 Answer
  • 4

    Budgeting Video

    • Financial Budgeting Video

    • Budgeting - Interactive Video
  • 5

    Budget Spending Reference Tools

    • Bank of America Spending Analysis Tool

    • EPI Family Budget Calculator
  • 6

    How to Budget

    • How to Budget Video

    • How to Budget Summary
  • 7

    Needs versus Wants Quiz

    • Needs versus Wants Quiz

    • Needs versus Wants Answers
  • 8

    Example: How to Budget for Expenses - Retirees

    • How to Budget for Expenses - Retirees
  • 9

    Summary: Budgeting Tips

    • Budgeting Tips

    • More Budgeting Tips

    • Ways to Save or Raise Income
  • 10

    Resources

    • Personal Monthly Budget - Excel Template

    • Resources - Workbook Exercises

    • Financial Budgeting Softwares

    • Financial Wellness Books

    • Challenge Yourself - Budget Quizzes

Instructor(s)

Senior Instructor

Bonnie Yam

Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago. She is the Principal of Pension Maxima, a pension consulting company. Ms. Yam is highly involved with educating the community. She is an on demand Personal Financial Consultant of military through Federal Magellan, a CPA CPE sponsor in NY, NJ & CT. She is also an adjunct professor at SUNY WCC on Business and Individual Financial Wellness Classes for the last 5 years.

Testimonials

Manage your finance. Control your future.

Fantastic Class!

John Recchia

This class is so relevant and so important to the younger generation. Start off the right foot, and you are on the path of success!

Good information and Really fun!

Kai Cheung

Everyone should try these classes. Guarantee to learn a lot. All these are important topics that they should be teaching at school, but never too late. Start learning here.