Learn Personal Financial Management this Summer!

Do you know a young adult who needs to learn personal financial management? Do YOU need to sharpen your financial literacy? Are you or someone you know interested in a career in financial services? If any of these apply to you, follow this link to register for Money Smart -- Learning Financial Skills, a four-day course to be held at Central Piedmont Community College this summer.

Taught by a 25-year veteran of financial advisory in the New York City metro market, the course is perfect not only for anyone seeking to improve their own knowledge of personal finance but also for anyone interested in pursing careers in financial planning, investment management and estate planning. The curriculum will cover:

Earning, Spending & Borrowing - Learn how to manage your income, expenses, and debt effectively to achieve financial stability.

Saving and Investing - Discover strategies for building wealth through smart saving habits and investment principles.

Investment Management & Portfolio Construction - Learn the foundations of investment management and learn how to construct an objective-based investment portfolio.

Financial Planning, Retirement Planning, and Planning for Risks, Death and Taxes - Learn the essentials of financial planning, retirement planning, and risk management, including strategies for tax optimization and wealth preservation.

Students will get hands-on experience applying their new knowledge to real-world scenarios through planning activities and interactive case studies.

The course runs from 9:00 AM - 5:00 PM, June 24th - 27th and will be held at Central Piedmont's Central Campus adjacent to Uptown Charlotte. For more information, click the link above for course registration or call 704.330.4223.