Setting Financial Goals


No. of mini-lessons4


Duration 10'

No. of mini-lessons 4

Resources Workbook

Course overview

Whether you realize it or not, you’ve been setting financial goals all your life. Remember delivering newspapers in order to give your allowance a boost? It doesn’t matter whether you’re a kid saving up for a computer game, or an adult putting money aside for a new car, you’re always aiming for something.

Even if the object of your desire currently seems out of reach, there’s no need to despair.

By setting financial goals and taking steps to achieve them, such as by budgeting, saving, and monitoring your progress, whatever you’re hoping to buy can be within your reach. This course will help guide you on your way.

What's covered

The importance of setting financial goals

How to set SMART objectives to achieve your goals

How to design and implement a plan to set financial goals of your own

setting financial goals online training course

Why your teams need this course

Being able to set financial goals is a crucial skill. Everyone can benefit from carefully budgeting and setting achievable financial goals. No matter how small or large the income, there are always ways to set financial goals, and this course is designed to help everyone do so.

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Accredited by CPD

TalentLibrary is recognized as reaching the standards and benchmarks required by the Continuing Professional Development (CPD) Certification Service.

The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.