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Course Description

Understanding the Power of Five:

Int his first series of hands-on personal money management sessions, you will begin to learn financial fundamentals while being introduced to MS Excel. Learn the power of beginning to save just five dollars a day which can provide positive direction in changing your life. Learn how to calculate future value formulas in Excel based on various interest rates, daily savings amounts, and differing time horizons for both short and long-term savings goals. The Joy of Saving Daily Excel spreadsheet will be provided and The Joy of Saving thirty day challenge will commence.

Changing Your Spending Mindset:

In this second series of hands-on personal money management sessions, you will create your own personal spending plan in Excel with helpful techniques for acknowledging your daily successes as you adhere to your plan. Wants versus needs and immediate gratification versus saving for your long-term financial freedom will be discussed and evaluated. You will learn the most important bill/payment to be paid first without exception. Progress of The Joy of Saving thirty-day challenge will be discussed.

Implementing Your Spending Strategy:

In this third series of the hands-on personal money management sessions, you will edit your own personal spending/savings spreadsheet in Excel as you further your financial knowledge journey. While using The Joy of Saving Daily Excel spreadsheet determine how many more saving days are needed to reach your initial financial short-term goal. Progress of the Joy of Saving thirty-day challenge will continue to be discussed.

Start Living Like a Millionaire:

In this fourth series of the hands-on personal money management sessions, you will continue your financial journey as we delve into choices for creating passive income and investing your long-term monies while balancing your everyday lifestyle choices. These include discussions on real estate, stocks/bonds/mutal funds, 401k's, and how you might utilize your IRA for purchasing an investment property. Estimations for Social Security benefits will be included. A final look into the progress of The Joy of Saving thirty-day challenge will be discussed.

Learner Outcomes

Upon successful completion of this course participants will be able to:

Understanding the Power of Five:

  1. Achieve and demonstrate basic practical knowledge for creating future value formulas in excel for saving just five dollars a day.
  2. Achieve and demonstrate basic practical knowledge for editing future value formulas in Excel with various interest rates, daily saving rates, and differing long-term frames.

Changing Your Mindset:

  1. Achieve and demonstrate basic practical knowledge for creating a personal spending plan in Excel.
  2. Achieve and demonstrate basic practical knowledge for understanding and balancing your required needs versus wants while always paying the most important bill first.

Your Spending Strategies:

  1. Achieve and demonstrate basic practical knowledge for editing in Excel and adhering to your spending plan.
  2. Achieve and demonstrate basic practical knowledge for automating your personal spending and savings plan.

Start Living Like a Millionaire:

  1. Achieve and demonstrate basic practical knowledge for setting financial goals in Excel.
  2. Achieve and demonstrate basic practical knowledge for investing in real estate, 401K's/IRA's and what you can expect from Social Security Benefits.

Notes

If you are a student with a documented disability and have not voluntarily disclosed the nature of your disability so that we may coordinate the accommodations you need, you are invited to contact the Disability Support Services Office (DSSO) in ‘Ilima 107, ph.734-9552, or email kapdss@hawaii.edu for assistance. For students whose primary disability is Deaf or hard of hearing, contact the KCC Deaf Center at ph. 734-9210 (V), 447-1379 (videophone), or email kapdeaf1@hawaii.edu.

Please note: you will need to contact Kapi’olani CC’s DSSO or Deaf Center to request accommodations in a Kapi’olani CC course even if you’ve already registered or are receiving services at another UH campus’s disability support program.

 

Kapi‘olani Community College Refund/Drop Policy:

100% refund: Notification to Non-Credit Registration made 10 business days or more prior to start date of course.

50% refund: Notification to Non-Credit Registration made 5-9 business days prior to start date of course.

0% refund: Notification to Non-Credit Registration made less than 5 business days prior to start date of course.

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Enroll Now - Select a section to enroll in

Type
Lecture
Days
Sa
Time
9:00AM to 12:00PM
Dates
Jun 13, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
Online  
Course Fee(s)
General non-credit $85.00
Instructors
  • Michael Allen
Type
Online, fixed date
Days
Sa
Time
9:00AM to 12:00PM
Dates
Jun 20, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
Online  
Course Fee(s)
General non-credit $85.00
Instructors
  • Michael Allen
Type
Lecture
Days
Sa
Time
9:00AM to 12:00PM
Dates
Jun 27, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
In Class  
Course Fee(s)
General non-credit $95.00
Instructors
  • Michael Allen
Type
Lecture
Days
Sa
Time
12:00PM to 3:00PM
Dates
Jul 25, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
Online  
Course Fee(s)
General non-credit $45.00
Instructors
  • Michael Allen
Section Notes
Bring your laptop...!
Type
Lecture
Days
Sa
Time
12:00PM to 3:00PM
Dates
Aug 01, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
Online  
Course Fee(s)
General non-credit $85.00
Instructors
  • Michael Allen
Type
Lecture
Days
Sa
Time
12:00PM to 3:00PM
Dates
Aug 08, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
Online  
Course Fee(s)
General non-credit $85.00
Instructors
  • Michael Allen
Type
Lecture
Days
Sa
Time
12:00PM to 3:00PM
Dates
Aug 15, 2020
Schedule and Location
Contact Hours
3.0
Delivery Options
In Class  
Course Fee(s)
General non-credit $95.00
Instructors
  • Michael Allen
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