This course will provide tools and resources to allow participants to map out their current personal financial landscape. To begin, participants will be led to better understand how much money they bring in and how much their household spends monthly. They will evaluate what they own and what they owe. From there, the course will introduce a number of key topics in personal financial management including debt management, budgeting, home buying, retirement savings, and planning for college costs.
The course uses research on habit formation, incentives, and the psychology of money to help participants set short, medium, and long-term financial goals that they can achieve. Better understanding that knowledge and the practice of good personal habits create positive lasting effects, individuals will leave the course empowered and encouraged to take meaningful and measurable actions toward building a more sustainable and satisfying financial life.
All courses include:
Johns Hopkins Carey Business School Office of Executive Education is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 21 credits toward your CAE application or renewal professional development requirements.
Johns Hopkins University is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits. This program is valid for 18 PDCs.
For more information about certification or recertification, please visit shrmcertification.org.
Who should attend
- Anyone interested in learning how to build a budget, set spending and saving goals, and investing to get more from your money.
What you will learn
- Understand how to define net financial worth
- Set and prioritize attainable financial goals
- Realize the use of market indexes, expense ratios, and investment strategies
- Navigate the use of professional financial planning
Assistant Professor of Practice, Carey Business School
Dr. Jordan Rippy, Ph.D., CPA joined Carey Business School in 2018 as an Assistant Professor of Accounting in the Practice Track. After practicing as a CPA at Ernst & Young in New York and Dallas, she earned a Ph.D. in accounting at the University of Alabama. Her teaching interests are in financial, managerial, and forensic accounting. Learn more about Jordan Rippy