After completing Investing Fundamentals: Organizing, the user should be able to:
| Examine net worth |
| Select records for storage |
| Maintain and use cash reserves |
| Set financial goals |
| Get more information about investments |
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Looking at Net Worth
| Getting organized financially |
| Judging assets and debts |
| Examining Social Security |
| Examining your retirement plan |
Learning from Net Worth
| Analyzing worksheet results |
| Setting a budget |
| Reducing expenses |
| Saving documents |
Keeping Cash
| Creating emergency cash reserves |
| Investing for an emergency |
| Finding other emergency funds |
Making Cash Reserves Work
| Examining money market funds |
| Examining certificates of deposit |
| Examining U.S. Treasury bills |
Setting Financial Goals
| Identifying your goals |
| Getting started |
Learning More
| Continuing your investing education |
| Finding financial information |
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This course has the following features:
| Exercises that allow users to explore how a course topic applies to their own real-world situations |
| A file containing the text of the worksheets |
| A course index |
| A glossary |
| A Skill Assessment |
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