Loading...

Course Description

In this three-part 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 saving amounts, and differing time horizons for both short and long-term savings goals. 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 as Pivot Tables are introduced. You will learn the most important bill/payment to be paid first without exception. The Joy of Saving thirty-day challenge will be introduced. We will delve into choices for creating passive income and investigating your long-term monies while balancing your everyday lifestyle choices. These include discussions on real estate, stocks/bonds/mutual funds, 401K's, and how you might utilize your IRA for purchasing an investment property. Estimations for Social Security benefits will be included.

Learner Outcomes

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

  1. Achieve and demonstrate basic practical knowledge for creating future value formulas in Excel for saving five dollars a day with various interest rates, daily saving rates, and differing long-term time frames.
  2. Achieve and demonstrate basic practical knowledge for creating a personal spending plan in Excel.
  3. Achieve and demonstrate basic practical knowledge for understanding and balancing your required needs versus wants and always paying the most important bill first.
  4. Achieve and demonstrate basic practical knowledge for automating your personal spending and savings plan and monitoring your spending with utilizing a Pivot Table.
  5. 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.

Prerequisites

Basic computer literacy
Loading...

Enroll Now - Select a section to enroll in

Type
Online, fixed date
Days
Sa
Time
1:00PM to 3:30PM
Dates
Nov 14, 2020
Schedule and Location
Contact Hours
2.5
Delivery Options
Online  
Course Fee(s)
General non-credit $45.00
Instructors
  • Michael Allen
Section Notes
Bring your laptop...!
Type
Online, fixed date
Days
Sa
Time
1:00PM to 3:30PM
Dates
Nov 14, 2020 to Nov 21, 2020
Type
Online, fixed date
Days
Sa
Time
1:00PM to 3:30PM
Dates
Dec 05, 2020
Schedule and Location
Contact Hours
7.5
Delivery Options
Online  
Course Fee(s)
General non-credit $145.00
Instructors
  • Michael Allen
Required fields are indicated by .