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Financial Literacy

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29 courses for 'Financial Literacy'
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Strategic Financial Communication 16m • 5 Lessons • Intermediate In this Strategic Financial Communication course, you’ll learn how to present financial information clearly and effectively to support better decision-making. We’ll also explore how to tailor your message to different audiences and structure complex data into concise, actionable insights. By the end of this course, you’ll be able to translate financial data into messages that inspire understanding and timely action across your organization.
Turning Financial Data into Insight 25m • 5 Lessons • Intermediate In this Turning Financial Data into Insight course, you’ll learn how to transform raw numbers into clear, meaningful messages that help others make informed decisions. We’ll also explore how to choose the right metrics and structure your message for maximum clarity and impact. By the end of this course, you’ll be able to connect data to business goals and communicate insights that improve internal and external benchmarks.
Financial Visuals and Storytelling 23m • 8 Lessons • Intermediate In this Financial Visuals and Storytelling course, you’ll learn how to design and present clear, trustworthy financial visuals. We’ll also explore how to choose the right charts and apply storytelling techniques to guide decisions. These tools help you turn complex data into insights that are easy to understand and act on. By the end of this course, you’ll be able to communicate financial information with clarity, context, and purpose.
ACH System and Its Business Value 18m • 7 Lessons • Beginner In this ACH System and Its Business Value course, you’ll explore how ACH works and how it compares to other payment methods. You’ll also learn who manages ACH transactions and how ACH can improve business operations by saving money and streamlining payments.
ACH Processing and Compliance Essentials 18m • 5 Lessons • Beginner In this ACH Processing and Compliance Essentials course, you’ll learn how the ACH system works and how compliance rules protect participants. You’ll also explore how to handle errors and risks to keep transactions secure.
Implementing and Managing ACH Operations 22m • 6 Lessons • Beginner In this Implementing and Managing ACH Operations course, you’ll learn how to set up ACH operations, manage provider relationships, and monitor payments to catch and fix issues early. You’ll also see how you can manage customer authorization records and use monitoring practices to catch and fix ACH processing errors.
Measuring Investment Risk 27m • 9 Lessons • Essential In this course on Measuring Investment Risk, we’ll learn how to use analytical tools like alpha and beta to understand the performance and risk associated with your investments. We’ll explore how to evaluate your investment strategies and make informed decisions using tools like standard deviation, the Sharpe Ratio, Value-at-Risk, and R-squared. And we’ll explore systematic and unsystematic risks to learn how they can affect your investments.
Understanding Mortgages 17m • 6 Lessons • Beginner In this course on Understanding Mortgages, you’ll learn what mortgages are and how they function. We’ll discuss the different types of mortgages, how you can apply for a mortgage, and which factors determine whether your mortgage application is approved. You’ll also learn how interest rates impact what you will pay over the lifetime of your loan.
Debt Management 13m • 6 Lessons • Essential In this Debt Management course, you’ll learn how to assess your debt by considering both the technical and personal factors. You’ll also learn about debt reduction and management options and the different aspects of a credit report. By the end of this course, you’ll be able to analyze and strategize for a secure financial future.
Paying for College 19m • 7 Lessons • Essential In this course, Paying for College, we will explore the different ways you can fund your college career. You’ll discover the different loan, grant, and scholarship options available to you. You’ll also learn how you can offset your college expenses with part-time jobs and smart spending.
Using Credit Responsibly 15m • 6 Lessons • Essential In this KnowledgeCity course about Using Credit Responsibly, you’ll learn how credit scores are calculated, what factors impact them, and why they are an important indicator of financial health. We’ll discuss how credit scores affect borrowing capabilities, the negative impacts of having a low credit score, and strategies for improving credit scores. You’ll learn the common terms and fees associated with credit cards, loans, and other forms of credit.
Building Your Investment Portfolio 21m • 6 Lessons • Essential In Building Your Investment Portfolio, you’ll learn about establishing clear goals for an investment portfolio and how to make investment decisions that align with these goals. You’ll explore how to determine your risk tolerance, and you’ll learn about common assets used to build portfolios, including stocks, bonds, funds, alternative investments, and cash or cash alternatives. By the end of this course, you’ll be able to rebalance and monitor your portfolio to stay aligned with your goals.
Learning To Diversify Your Portfolio 20m • 6 Lessons • Essential In this Learning to Diversify Your Portfolio course, we’ll discuss the components of a diversified portfolio, including domestic stocks, bonds, short-term investments, and international stocks. We’ll cover strategies for portfolio diversification, and we’ll explore the potential benefits and drawbacks of alternative investments. We’ll also learn about research topics and other factors to consider when diversifying your portfolio.
Financial Markets for Beginners 34m • 9 Lessons • Essential In Financial Markets for Beginners, you will learn how financial markets work and how they are regulated. We’ll discuss how stock markets work, how to buy and sell stocks, and factors to consider when selecting stocks. You’ll also find essential information about bonds, commodities, and cryptocurrency.
Basic Rules of Investing 24m • 7 Lessons • Essential In Basic Rules of Investing, you will learn the importance of developing an investment plan, setting clear investment goals, and paying attention to investment fees. You will learn the terminology of investing and the common types of investments that you can make. You will learn the importance of having a diversified portfolio and rebalancing your portfolio when the risk level has increased beyond what you originally planned.
Identifying Types of Investments 14m • 6 Lessons • Essential In this course on Identifying Types of Investments, you’ll learn about common investment terminology to help you understand the market. You’ll explore the key characteristics of stocks, bonds, mutual funds, exchange-traded funds. And you’ll review some investment strategies tailored for new investors, like growth investing, value investing, and income investing.
Investing by Age 19m • 6 Lessons • Essential In this course on Investing by Age, we’ll discuss best practices for investing as you grow older and face new life circumstances. You’ll learn about carefully balancing risk management with higher returns in your 20s and changing your strategies in your 30s by considering your long-term goals and resources. We’ll explore strategies to prepare for retirement and embrace moderate risk in your 40s, as well as into your 50s and beyond.
Investment Strategies for Beginners 14m • 6 Lessons • Essential In this course, Investment Strategies for Beginners, you will learn more about the different types of financial markets and how they work. We will discuss some different types of financial risks and how these can relate to returns on your investments. We will also cover multiple different investment strategies that you can use to help mitigate risk and maximize your returns.
How to Place Investment Orders 11m • 5 Lessons • Essential In this course on How to Place Orders, you will learn the different order types that are available in financial markets. You will discover how to execute orders in the market, considering factors such as slippage and liquidity in order to maximize your returns. We will also consider that different order types come with different levels of risk, so we’ll explore steps you can take to minimize these risks.
Understanding How Brokerage Firms Work 15m • 5 Lessons • Essential In Understanding How Brokerage Firms Work, you will learn what brokerage firms are, the types of brokerage firms, and what to consider when choosing a brokerage account. You will also learn about fees associated with brokerage accounts and the types of investments that can be made with a brokerage account.
Living Within Your Means 16m • 6 Lessons • Essential In this course, you will gain an understanding of what it means to live within your means. You will learn budgeting strategies to control your expenditures and appropriately balance your income. We will also consider strategies for setting financial goals that reflect your needs, as well as how to utilize professional financial services to improve your financial well-being.
Understanding Paycheck Withholdings & Deductions 12m • 5 Lessons • Essential In this Understanding Paycheck Withholdings and Deductions course, you will learn how to identify different types of income. You will learn about state, federal, and local taxes and how these might be related to your paycheck. You will also learn about the different types of deductions that can come out of your paycheck: this may include retirement plans, such as a 401(k) or a 457. We’ll also discuss how taxes apply to these different plans.
Budgeting Basics: How to Keep Track of Your Money 18m • 7 Lessons • Essential In the Budgeting Basics course, you will learn about systems that can help you create a budget to balance your income and expenses. We’ll go over how to read your paycheck and discuss what deductions and taxes come out of your earnings. We’ll also consider expenditures and how to control them by setting financial goals.
Understanding Banking Services 21m • 8 Lessons • Essential In this Understanding Banking Services course, you will learn about the types of banks, the products they offer, and the various services they provide. You will understand the differences between checking and savings accounts and money market and certificate of deposit accounts. You will also learn about debit and credit cards and when to use them, along with what kinds of loan services banks offer.
Understanding Compound Interest 15m • 5 Lessons • Essential In this Understanding Compound Interest course, you will learn what compound interest is and the formula for calculating it. You will be able to identify the components of the formula for compound interest and understand how it is different from simple interest. The course will cover examples of compound interest to help you gain knowledge of how this is used in real-life scenarios. By the end of the course, you will be able to see how compound interest can work to your advantage.
The Importance of Savings 20m • 6 Lessons • Essential In these lessons on the Importance of Savings, you will learn critical savings strategies. You will identify when to save, why to save, and how to save. We will focus on saving for emergencies, larger purchases, and retirement. By the end of the course, you will have a variety of methods to save for your future.
Microeconomics in Humanity 16m • 5 Lessons • Beginner Everything we obtain through material exchange comes at a cost. Sometimes costs are obvious and paid in money. Other times, we face costs we pay in other senses. We make our best decisions in work and life when we understand the relationships between ourselves and our resources. In this course on Microeconomics in Humanity, you’ll expand your own perspective on costs and benefits.
Microeconomics in Action 13m • 5 Lessons • Beginner How do we make the microeconomic leap from consumer to producer? One major difference is that producers have to worry about competition. In this course on Microeconomics in Action, you’ll learn how different kinds of businesses establish their prices and decide to enter or exit specific markets. You’ll also learn about price elasticity of supply.
Microeconomics in Policy 11m • 5 Lessons • Beginner The economy has a lot of moving parts, and the deeper we look, the less economic results are what they seem. In this course on Microeconomics in Policy, you’ll learn about microeconomic relationships between businesses and governing bodies and how the government balances obvious public benefits with conceptual economic losses.
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