Financial Education Classes (College Accredited)
Financial
Management Course
Offered
by
Arizona
Initiative
Personal
Financial Success:
Fundamentals
of
Financial
Planning
Continuing
Education
Non-
Credit Professional Development Course Offered At Your Work
Site*
Please
read on for course details.
CONTACT INFORMATION
Michael
Sherwood -CFE,
Investment Advisor Rep.
(928)
774-0695 °
(800)
264-0670
Why
Offer Our Courses to
Your Employees?
We
offer courses that serve the needs of employers in Northern
Arizona.
These financial courses have been conducted at work sites for over
5 years at over 50 companies and organizations across the country.
Financial
planning is a consistently popular course for individuals
who want to take control of their financial lives.
Both employees and their organizations benefit from
work-site education that is convenient, low-cost, and results
in learning that is useful in all aspects of their lives.
Key
Features of our Financial
Planning Courses
- College level
courses are offered
on site by instructors who are accredited in financial planning.
- Organizations
sponsor the course; students register through the college or through HIFE.
- Courses
are taught on days and at times convenient to employees and
the organization.
- Curricula
are always current with the latest and most useful financial
information.
- Courses
can be customized to explain your organization’s benefits,
especially the retirement plans (e.g., 401(k).
- Course
may be offered to all, or just selected employee groups.
Benefits
to Employees
Convenience: College
courses instructed on site by, Certified Financial Educators
(CFE) during a time convenient for employees and employer.
Low
Cost: Employees can take this 8-hour college course
at a low cost that may be less than attending on campus.
Family-planning
Oriented: Employee’s spouse or partner may attend
for no additional cost (one workbook per family unit).
Valuable
Resource: Each employee receives a 100+-page financial
planning workbook.
Personalized
Classwork: Employees receive personal finance worksheets
with practical exercises and examples that will be used to
create their own financial plan document
Life-long
Learning: Employees gain knowledge to make informed
decisions for the rest of their lives.
Benefits
to Your Organization
Ø
You
can provide on-site education as a “soft
benefit” for employees at little or no cost; some companies
offer full or partial tuition reimbursement.
Ø
Our
courses help relieve
your organization of educational liability for new, pending
legislation, such as:
-
HR3762
– “The Pension Security
Act”
-
HR2269
– “The Retirement Security
Advice Act”
-
HR4747
– “The ERISA Modernization
Act”.
Ø
If
you wish, customized
course work will explain your organization’s benefits
such as 401(k) retirement funding.
Ø
Our
courses can be offered
(and customized) for
specific classes of employees, such as for all employees,
for executives, or for certain departments.
Ø
Classes
are conveniently scheduled
after work or when you choose; employees do
not need to take time off to attend.
Ø
Financial
knowledge can enhance
employees’ work performance and business acumen; more
informed employees are more productive.
Course
Overview: Fundamentals of Financial Planning
§
How
to overcome fears that get in the way of financial planning.
§
How
to change and be in the 3% that reach their financial objectives.
Includes "The 6 Keys to Financial Success"
§
Goal
planning: Blend your present day needs with your future vision.
What you really need to do for retirement.
§
Determine
your traps and blind spots.
§
Asset
Protection:
For
your property
For
your family
For
long term care
For
your mortgage
For
other hidden liabilities.
§
What
is your real risk tolerance?
§
How
to balance and merge your goals and risk tolerance with those
of your spouse.
§
Investments:
The basics, cash reserves, bonds, stocks, mutual funds, annuities;
the pitfalls of investing, investment strategies.
§
Retirement
Planning Choices: Will you have enough?
§
Tax
Planning: Current challenges and opportunities.
§
Estate
Planning: wills, trusts, limited family partnerships and other
options for your peace of mind.
Partial
List of Organizations that have Sponsored our
Courses
Flagstaff
Medical Center
Boise
Cascade
UAW
– Chrysler Corporation
United
Airlines
Pacificare
Ralston
Purina Company
Re/Max
Hunter-Douglas
Lockheed
Martin
McCleod
USA
Merrill
Corporation
* "Fundamentals of Financial Planning" is offered by The Heartland Institute of Financial Education (HIFE), AZ initiative. Courses are taught by Certified Financial Educators (CFE) and can qualify participant for continuing ed. & non-credit professional development requirements. Courses are strictly educational and permit no sales or company specific information to be presented. Participants are under no obligation and will not be encouraged to do business with BFS or any of it's affiliates. Please contact us for more information.
CONTACT
INFORMATION
Michael
Sherwood -CFE,
Investment Advisor Rep.
(928)
774-0695 °
(800)
264-0670
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