Toggle Side Panel

Shopping Cart

No products in the cart.

Close search

Long-Term Financial Planning

Wishlist Share

About Course

Prepare your finances for a future full of promise. Long-Term Financial Planning is a comprehensive course designed to help women craft a sustainable financial roadmap grounded in stewardship and purpose. Whether you’re building family wealth, preparing for retirement, or planning legacy-giving, this course offers faith-infused strategies—from budgeting and saving to investing and long-term goal setting. Gain confidence as you align your financial decisions with God’s vision for your life.

“For which of you, by worrying, can add a single hour to his life?” – Matthew 6:27

What Will You Learn?

  • Setting clear, achievable long-term financial goals.
  • Creating effective retirement savings plans.
  • Understanding investment strategies for long-term growth.
  • Managing taxes to maximize savings and minimize liabilities.
  • Planning for estate management and wealth transfer.
  • Evaluating financial health and assessing risks.
  • Developing a comprehensive, personalized financial plan.
  • Rebuilding and improving credit for long-term financial success.
  • Making informed decisions on asset allocation and diversification.
  • Understanding the importance of financial discipline for future stability.

Course Content

Topic 1: Setting Long-Term Financial Goals and Objectives
In this topic you will learn how to set clear, measurable, and achievable financial goals for your future. You’ll explore methods to evaluate your personal financial needs, assess risks, and create long-term plans that align with your aspirations, such as purchasing a home, funding your children’s education, or saving for retirement.

  • Lesson: Setting Long-Term Financial Goals and Objectives
    00:49
  • Lesson Reflection Questions
  • Case Study: Setting Long-Term Financial Goals and Objectives
  • Case Study Reflection Questions
  • Self Assessment

Topic 2: Creating and Managing Retirement Savings Plans
This topic will teach you about various retirement saving options, such as 401(k)s, IRAs, and pension plans. You’ll learn how to select the best retirement savings vehicles based on your current career stage, risk tolerance, and retirement timeline to ensure you are financially prepared for the future.

Topic 3: Tax Planning and Estate Planning for the Future
In this topic you will gain an understanding of tax strategies designed to maximize your savings and minimize tax liabilities. You will also be introduced to the basics of estate planning, including how to manage your assets, create wills, and set up trusts to ensure a smooth transfer of wealth to your beneficiaries.

Topic 4: Investment Strategies for Long-Term Growth
In this topic you’ll discover key long-term investment strategies like investing in stocks, bonds, mutual funds, and real estate. This lesson will guide you through the importance of asset allocation, diversification, and how to make smart investment decisions that will help you achieve long-term wealth accumulation.

Resource Library

Earn a certificate

Add this certificate to your resume to demonstrate your skills & increase your chances of getting noticed.

selected template

Student Ratings & Reviews

No Review Yet
No Review Yet

Want to receive push notifications for all major on-site activities?

✕

Report

Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .