PERSONAL FINANCES

Care your incomes and manage your outflows

Training: Financial Accounting  Program Length: 08 hours

THIS COURSE IS MEANT FOR

Operators, supervisors, middle managers, and people with the interests to improve their personal finances.

OBJECTIVE

The participant will identify the basic concepts about personal finances, savings and investments tools, and types of credit, as well as strategies to care incomes and manage outflows.

 

SKILLS TO DEVELOP: Initiative, Planning and Organization, Numerical Analysis.

 

 

SUBJECT

AGENDA – OPERATORS LEVEL (08HRS.)

 Basic financial concepts

  • Inflation
  • Interest rate

Financial mathematics

  • Interest calculation through simple interest

 Finance

  • Characteristics
  • Types of credit
  • Infonavit credit
  • Personal credit

 

Credit cards

  • Characteristics

 

Credit bureau

  • Concept and its daily life application.

 

ATM – how to use

  • Tips and recommendations about how to use ATM

 

Personal finances

  • Income: Planning / Savings / Afore
  • Outflow: Family budget / Expenses control / Tips and recommendations

 

AGENDA – SUPERVISORS AND MIDDLE MANAGERS LEVEL (08HRS.)

 

Basic financial concepts

  • Inflation
  • Interest rate

Financial mathematics

  • Interest calculation through simple interest, compound interest, and annuities.

 Financing

  • Characteristics
  • Types of credit
  • Car credit
  • Mortgage credit
  • Personal credit

Credit card

  • Characteristics
  • Pros and cons
  • Correct use of this instrument

Credit bureau

  • Concept and its daily life application.

 

Personal finances

  • Income: Planning / Savings / Afore

Outflow: Family budget / Expenses control / Tips and recommendations

BENEFITS

To the Company

  • Employee turnover reduction due to awareness about the importance of the correct use of personal credits by payroll.
  • Ownership

 

To the participant

  • Improve on his personal finances management
  • Strategic vision on his decision-making
  • Reduction on indexes of the past-due portfolio
  • Knowledge about the best savings and credit tools

 

 

Temarios Cursos- Inglés

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