Setting Long-Term Financial Goals and Objectives

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About Course

Take control of your financial narrative with Setting Long-Term Financial Goals & Objectives. This practical, faith-rooted course helps women define, crystallize, and confidently pursue meaningful financial targets—whether it’s retirement planning, homeownership, debt freedom, or legacy giving. Through step-by-step guidance, biblical wisdom, and intentional visioning exercises, you’ll leave with a clear roadmap for aligning your financial steps with God’s plans for your future.

“Write the vision; make it plain on tablets, so he may run who reads it.” — Habakkuk 2:2

What Will You Learn?

  • Understanding different types of investments.
  • Ability to make informed investment decisions.
  • Learning to assess risk versus return in investment options.
  • Gaining knowledge on how to diversify an investment portfolio.
  • Improving financial literacy and overall money management.
  • Understanding the role of the stock market in investment strategies.
  • Ability to create long-term financial goals using investment tools.
  • Learning strategies to grow wealth over time.
  • Gaining insights into various investment vehicles like stocks, bonds, and real estate.
  • Building confidence in managing personal investments.
  • Gaining the ability to track and assess investment performance.
  • Developing skills to adapt investment strategies based on market conditions.

Course Content

Topic 1: Introduction to Investment Fundamentals
Explore the purpose of investing, the concept of risk versus return, and the importance of setting investment goals.

  • Lesson: Introduction to Investment Fundamentals
    01:15
  • Lesson Reflection Questions
  • Case Study: Understanding Investment Fundamentals
  • Case Study Reflection Questions
  • Self Assessment

Topic 2: Types of Investments
Learn about different investment options such as stocks, bonds, mutual funds, ETFs, and real estate, including their benefits and risks.

Topic 3: Understanding the Stock Market
Gain insight into how the stock market operates, including stock exchanges, market indices, and factors that influence stock prices.

Topic 4: Building and Managing an Investment Portfolio
Discover the principles of diversification, asset allocation, and strategies for managing a portfolio to align with your financial goals and risk tolerance.

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