Foundations: Mastering Financial Goals

Wishlist Share

About Course

For Grades 3–5 · 100% online — learn at your own pace

Course Overview:

By the end of this module, students will understand the importance of setting financial goals and how financial planning can lead to long-term financial success. They will also be introduced to the concept of SMART goals and their role in achieving financial success.

What Will You Learn?

  • Explain what a financial goal is.
  • Set a clear money goal with an amount and a date.
  • Break a big goal into small weekly steps.
  • Track progress and celebrate reaching a goal.

Course Content

Module 1: Introduction to Financial Goals
Objective: You will learn what financial goals are, why they are important, and how they can help guide your financial decisions.

  • Lesson 1.1 : What Are Financial Goals?
  • Lesson 1.2 : Types of Financial Goals
  • Goals That Grow With You
  • Wants, Needs and Goals – How They Fit Together
  • Picking a Goal That Is Really Yours

Module 2: How to Set and Achieve Short-Term Goals
Objective: By the end of this module, students will be equipped with the tools to set realistic and achievable short-term financial goals, and understand the importance of breaking them into smaller, actionable steps.

Module 3: Overcoming Obstacles and Staying on Track
Objective: By the end of this module, students will learn how to deal with setbacks, stay focused on their financial goals, and maintain the motivation needed to achieve them.

Student Ratings & Reviews

No Review Yet
No Review Yet