Course Overview

Dive into the importance of establishing goals based on your current financial situation and your long-term financial plans. 

By utilizing skills developed in Budgeting Basics, you can better understand your financial goal-setting roadmap and apply realistic, actionable steps that make a winning recipe for financial wealth for years to come.


In this course, you will learn how to:

  • Define why setting financial goals is important
  • Create personalized SMART goals
  • Effectively apply steps to successful financial goal setting
  • Recognize roadblocks and maintain motivation for financial freedom


This course also includes the following helpful materials:

  • What’s Smart, What’s Not? - handout
  • Recommended Budget Percentages- handout

Please Note: You’ll have one quiz to assess your understanding of the material. Upon completion of this course, you will receive a certificate of completion showing that you have increased your proficiency in setting financial goals.

Choose a Pricing Option


Financial Goal Setting