Everything You Never
Learned In School

Everything You Never
Learned In School

Everything You Never
Learned In School

Basics Of Personal Finance Course

Our Basics Of Personal Finance Course is designed to teach young professionals everything they need to know to manage their financial lives responsibly.

The course is conducted in two 2-hour sessions and can be given on a one-on-one basis or in small groups. In-person and remote sessions are available.

What's Included

Two 2-hour sessions

Copy Of All Course Materials

Budgeting Template

Online Resources To Learn More

Follow-up Phone Call To Answer Additional Questions Post-Completion

Topics Covered

budgeting & saving

  • How To Put A Budget Into Practice
  • Creating An Emergency Fund
  • Milestones In Wealth Accumulation
  • The Power Of Compound Interest
  • Tracking Your Net Worth Over Time

principles of investing

  • Principles Of Sound Investing
  • Implementing Your Investment Strategy
  • Should You Use Robo-Advisors?
  • Target Date Funds

Managing Credit And Loans

  • What’s A Credit Score And Why It’s Important
  • How Credit Scores Works
  • Freezing Your Credit
  • Paying Off Student Loans
  • Paying Off Other Debts

Taxes and Employer Benefits

  • How Taxes Work
  • How To File & Pay Your Taxes
  • Signing Up For Benefits Through Your Employer
  • How To Minimize The Tax Bite
  • Tax-Efficient Retirement Savings Vehicles

Insurance and Estate Planning

  • Life Insurance
  • Disability Insurance
  • Home, Auto, & Liability insurance
  • Health Insurance
  • What Is Estate Planning?
  • The Basic Documents Of Estate Planning

Price for an individual: $800.

Small group pricing available on request.

If It Sounds Like Artemis May Be The Right Fit For You,

We encourage you to connect with one of our advisors today.