Finance school training courses in Charlotte, NC (public, in-house or online)

New and more experienced investors alike will benefit from discussions on planning and setting investment goals. Survey stocks, mutual funds, IRAs, government bonds, and tax saving investments. Start here and get a handle on your financial future

It’s that time of year again! Are you curious which credits or deductions you may be entitled to receive? This tax workshop is especially designed for individuals who wish to prepare their own Income tax returns. Participants will gain a better understanding of tax rules and become more organized with their personal income tax preparation. Taught by a CPA, this course covers the latest information and changes related to preparing your federal and state tax returns. Planning and time-saving ...

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Do you need help getting out of debt? Many of us are living paycheck to paycheck without knowing where each dollar is spent. As a result, our consumer debt increases, along with our financial stress. It’s never too late to gain control of your finances, so don’t wait any longer. This course will help you understand debt and provide you the knowledge to develop and maintain a workable financial budget that will put you back into control of your finances

Many people live paycheck to paycheck without realizing where each dollar is spent. As a result, consumer debt has increased and financial goals are never met. The purpose of this class is to provide the participants with the knowledge to develop and maintain a workable financial budget. The class also discusses ways to reduce expenses and add income in order to meet budgetary needs.

If it sounds too good to be true, it usually is. This course is a must for savvy consumers. Learn how to protect yourself and your family from rip-offs, scams, bogus deals, and other consumer headaches. This course will give you, the buyer, the tools needed to make wise decisions in today’s marketplace. Topics cover most major purchases, from buying a new car to buying a new home, paying for college, or booking a cruise. Participants will receive a copy of the GSA Consumer Action Handbook