This course can be taken from either a PC or a Mac and is compatible with current operating systems. Students will need to have the latest version of Internet Explorer, Adobe Flash Player, and Adobe Acrobat Reader (all available in free downloads). Some forms, such as a balance sheet and budget, can be adapted to an Excel format if the student is familiar with that program. However, this is not a requirement. This course includes audio, so students will need speakers or headphones to listen to the course material.

Adobe Flash Player and Adobe Acrobat Reader are required for this course.
Click here to download the Acrobat Reader.
Click here to download the Flash Player.

Each student will receive a copy of the required workbook, Making Ends Meet and Dreams Come True, upon registration.



    • Course Overview/Description Course Objectives Course Outline Prerequisites/Audience PC Requirements/Materials Included Instructor Bio FAQs See a Demo
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  • Administrative Professional with Microsoft Office Specialist
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  • Certified Bookkeeper
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  • Certified Wedding Planner
  • Chartered Tax Professional
  • Chartered Tax Professional for California Residents
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  • eBusiness Certificate
  • Emergency Management Training for First Responders
  • Entrepreneurship: Start-Up and Business Owner Management
  • Event Management and Design
  • Fitness Business Management
  • Freight Broker/Agent Training
  • Grant Writing
  • Help Desk Analyst: Tier 1 Support Specialist
  • Leadership and Legacy: Seven Steps to Leading High Achieving Teams
  • Lean Mastery
  • Management for IT Professionals
  • Management Training
  • Microsoft Access 2007
  • Microsoft Certified Application Specialist Training (MCAS)
  • Microsoft Excel 2007
  • Microsoft Office Specialist 2003 (MOS)
  • Microsoft Outlook 2007
  • Microsoft PowerPoint 2007
  • Microsoft Vista Business
  • Microsoft Word 2007
  • Non-Profit Management
  • Nutrition for Optimal Health, Wellness, and Sports
  • Paralegal
  • Pay Per Click Marketing
  • Payroll Practice and Management
  • Personal Training and Group Exercise Training for Older Adults
  • Project Management
  • Purchasing & Supply Chain Management
  • Records Management Certificate
  • Search Engine Marketing
  • Search Engine Optimization
  • Six Sigma Black Belt
  • Six Sigma Green Belt
  • Technical Writing
  • Travel Agent Training
  • Understanding Earned Value Management
  • Women's Exercise Training and Wellness

Personal Financial Planning

GES 211 -- 40 hours

PC Requirements/Materials Included


    This course can be taken from either a PC or a Mac and is compatible with current operating systems. Students will need to have the latest version of Internet Explorer, Adobe Flash Player, and Adobe Acrobat Reader (all available in free downloads). Some forms, such as a balance sheet and budget, can be adapted to an Excel format if the student is familiar with that program. However, this is not a requirement. This course includes audio, so students will need speakers or headphones to listen to the course material.

    Adobe Flash Player and Adobe Acrobat Reader are required for this course.
    Click here to download the Acrobat Reader.
    Click here to download the Flash Player.

    Each student will receive a copy of the required workbook, Making Ends Meet and Dreams Come True, upon registration.



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