ABOUT MANAGING PERSONAL FINANCE COURSE

Financial stability is one of the most important aspects of leading a balanced and stress-free life. Yet, many people struggle with managing income, expenses, savings and debt.

You’ll learn to recognize your strengths, reframe challenges and build strategies for sustainable financial health.

WHAT YOU’LL LEARN

By completing this course, you will:

1. Understand the fundamentals of personal finance and debt management.
2. Shift your mindset from “what’s wrong” to “what’s possible.”
3. Learn and apply the Four-D and Four-I models to financial planning.
4. Reframe financial challenges into opportunities for growth.
5. Develop strategies for budgeting, saving and handling debt responsibly.
6. Apply appreciative inquiry to set realistic, positive financial goals.
7. Strengthen decision-making with data-driven, positive practices.
8. Build confidence in managing finances through proven case studies.

MANAGING PERSONAL FINANCES – COURSE OUTLINE

MODULE 1: GETTING STARTED

1. Workshop Objectives

MODULE 2: INTRODUCING APPRECIATIVE INQUIRY

1. Generating a Better Future
2. Engaging People in Positive Thought
3. Change the Person
4. Case Study

MODULE 3: CHANGING THE WAY YOU THINK

1. Shifting from “What’s Wrong?” to “What’s Right?
2. It’s Not Eliminating Mistakes-It’s Holding
3. Positive Language Will Affect People
4. Limit or Remove Negative Phrasing
5. What does the term Debt mean?
6. Case Study

MODULE 4: FOUR D MODEL

1. Discovery
2. Dream
3. Design
4. Delivery
5. Case Study

MODULE 5: FOUR I MODEL

1. Initiate
2. Inquire
3. Imagine
4. Innovate
5. Case Study

MODULE 6: APPRECIATIVE INQUIRY INTERVIEW

1. Framing Positive Questions
2. Solicit Positive Stories
3. Finding What Works
4. Recognize the Reoccurring Themes
5. Case Study

MODULE 7: ANTICIPATORY REALITY

1. Imagining a Successful Future
2. Controlling Negative Anticipation
3. Current Decisions Will Be Influenced
4. Base It on Data and Real Examples
5. Case Study

MODULE 8: THE POWER OF POSITIVE IMAGERY

1. Shaping Performance with Positive
2. Being Better Prepared for Adversity
3. People are More Flexible and Creative
4. Think of the Perfect Situation
5. Case Study

MODULE 9: INFLUENCING CHANGE

1. Using Strengths to Solve Challenges
2. Confidence Will Promote Positive Change
3. Inquiry is a Seed of Change
4. People Will Gravitate Towards
5. Case Study

MODULE 10: COACHING AND MANAGING

1. Build Around What Works
2. Focus on Increases
3. Recognize the Best in People
4. Limit or Remove Negative Comments
5. Case Study

MODULE 11: CREATING A POSITIVE CORE

1. Strengths
2. Best Practices
3. Peak Experiences
4. Successes
5. Case Study

MODULE 12: WRAPPING UP

WHO SHOULD TAKE THIS COURSE?

This course is designed for:

1. Individuals who want to take control of their personal finances.
2. Young professionals learning how to budget, save and manage debt.
3. Families aiming to create financial stability and long-term wealth.
4. Students who want to build strong financial habits early.
5. Anyone struggling with financial decision-making or seeking a more positive mindset toward money management.

FREQUENTLY ASKED QUESTIONS (FAQS)

Q1. What is personal finance management?
A: Personal finance management is the process of planning and controlling your income, expenses, savings and investments to achieve financial stability and long-term goals.

Q2. What are the key components of managing personal finances?
A: The main components include budgeting, saving, investing, managing debt and planning for future expenses such as retirement, education, or emergencies.

Q3. What will I learn in a personal finance course?
A: You’ll learn how to create budgets, manage debt, save effectively, shift financial mindsets and apply practical strategies for achieving financial security.

Q4. Why is it important to manage your personal finances?
A: Managing finances is essential for reducing stress, avoiding unnecessary debt, achieving goals and securing your financial future.

Q5. When should you start managing your personal finances?
A: The best time to start is now, building financial discipline early helps you avoid debt and create long-term financial security.

We specialize in delivering tailored course solutions to match your unique needs. Feel free to reach out to us at [email protected].