Course Description

This 3-hour workshop will introduce participants to the basic concepts of financial planning.     Participants will have the opportunity to create a budget and a cash flow statement as well as create a tangible plan to work towards their financial goals.  Finally, participants will have the opportunity to work with financial planning tools that will assist in creating a comprehensive financial plan.

Topics covered include:

  • What is a Financial plan?
  • Setting financial goals
  • Creating a budget, cash flow and net worth statements
  • Managing credit
  • Saving and investing basics
  • Retirement planning
  • Choosing a financial advisor

For more information:

819-778-2270 ext. 2803

sricci@cegep-heritage.qc.ca