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Provided by: Serebra Learning Corporation Basic Personal FinancePersonal Finance |
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Training
Provided by Serebra Learning Corporation
This course introduces computer-based money management. Money management capabilities including transactions, transferring funds, banking online, and reporting are covered. Finally, the learner is guided through budgets, investments, and tax preparation capabilities.
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Basic Personal Finance
Audience
Topics
Unit 1: Personal Finance Software
- Match types of money management software with their features.
- Match accounts in personal finance software with their functions.
- Identify features of categories in personal finance software.
- Identify features of account transactions in personal finance software.
- Identify features of scheduled transactions in personal finance software.
- Sequence the steps to transfer funds between accounts in personal finance software.
- Identify features of online banking in personal finance software.
- Match personal finance reports with their functions.
- Identify tax preparation capabilities in personal finance software.
- Identify investment capabilities in personal finance software.
- Identify budgeting capabilities in personal finance software.
- Identify financial planning capabilities in personal finance software.
Objectives
Upon completion of this course, the student will be able to:
- match types of money management software with their features.
- match accounts in personal finance software with their functions.
- identify features of categories in personal finance software.
About The Training Provider: Serebra Learning Corporation
Serebra Learning Corporation - Serebra Learning Corporation provides technology-based training solutions through a combination of Cortex, its proprietary learning management system (LMS), and a curriculum catalog with over 1,825 current courseware titles. Founded in 1987 (as FirstClass Systems, with a name change to Serebra in 2001), Serebra has over sixteen years" experience delivering e-learning solutions to both...
