Made with FlowPaper - Flipbook Maker
< Previous03 GoalUp: Year 3 Course Description 1. Investing Investing 101 Recap This module will be a review of best practices, fears, and great strategy for beginner investors. Asset Allocation This is an overview of the asset allocation process and the different asset classes to consider when building your investment portfolio. Investment Philosophies This module prepares beginner investors to create an investment philosophy to plan for short- and long-term investment strategies. 2. Budgeting Creating a Weekly Budget This course will provide practical tips to use and apply to your day-to-day budget. Budgeting for Groceries The budgeting for groceries module is an overview of different budgeting strategies to use when purchasing groceries for you and your family. Budgeting with a Fixed Income This module is designed to help assist older Dashers who are retired and on a fixed income with managing their expenses with a practical budget. 3. Mortgages & Rent Fixed and Adjustable Mortgages This course provides more insight into fixed and adjustable mortgage rates. Preparing to Move This course provides information about how to prepare for a move to an apartment or a new home for mortgage holders. Let’s Talk Escrow This course discusses information about escrow accounts to help homeowners manage their tax insurance accounts. Course Descriptions 803 GoalUp Year 3: Course Description Course Descriptions 4. Financial Therapy Trauma Associated with Debt Financial Trauma with Debt course will tackle a scarcity mindset by providing tips to transform it into an abundant mindset. Debt Repayment Strategy This course is an overview of practical strategies to apply when managing personal debt. Overcoming Poor Money Habits This course discusses causes of money habits that create financial challenges and provides solutions to resolve them. 5. Retirement F.I.R.E. Movement F.I.R.E. stands for Financial Independence, Retire Early. This course reviews this retirement strategy and provides insight on the pros and cons of retiring early. Concerns of Retirees This module discusses frequent concerns retirees have before retiring with topics such as working towards personal projects and traveling. Identify Your Retirement Needs and Goals This course creates a blueprint that provides an overview of needs and goals of retirees to navigate income post-retirement. 6. Auto-Financing Navigating the Process of Auto-Financing This module provides steps to consider before purchasing a new vehicle. Tips for Negotiating the Price of a Car There are several factors that go into the final price of a new vehicle. This course provides Dashers with tips on how to negotiate the price of their car before purchasing it. How do Car Loans Work? This course provides information about the process of a auto-loan. 910 04 National Urban League’s 2023 Whitney M. Young, Jr. Urban Leadership Development ConferenceThe National Urban League (NUL) hosted the Whitney M. Young, Jr. Urban Leadership Development Conference in October 2023 in New York City, with attendees from the entire NUL Affiliate network nationwide. During the conference, the Virtual Financial Empowerment Center (VFEC) was launched and introduced to all affiliates. As we move into Year 4, all affiliates will have access to the platform and can share it with their clients. 11 04 National Urban League’s 2023 Whitney M. Young, Jr. Urban Leadership Development Conference 1112 05 VFEC Launch + Urban League Affiliates13 VFEC Launch + UL Affiliate Cohort Year 2 During Year 2 (2022/2023), the GoalUp platform was extended to National Urban League’s affiliates and clients based in Atlanta, Chicago, Houston, Philadelphia, and San Diego to offer similar resources on the Virtual Financial Empowerment Center (VFEC) platform. Courses are geared toward the needs of Urban League clients as a supplement to the financial coaching provided by our Urban League affiliates. Year 3 During Year 3 (2023/2024), VFEC expanded its affiliate sites by including the following cities: Pittsburgh, Sacramento, Seattle, St. Louis and Washington, D.C. 05 VFEC Launch + Urban League Affiliates14 06 VFEC: Year 1 Course Description Sign-ups, Course Enrollments, Course Completions, Study Hours.06 VFEC: Year 1 Course Description Course Programming By the Numbers 393 Total Users 579 Total Course Completion 743 Total Course Enrollment 132,451 Total Study Time Hours 151506 VFEC Year 1 Course Description VFEC: YEAR 1 Courses 16 1. Developing a Savings Goal 2. Auto-Financing for Beginners 3. Budgeting 4. Mortgage 5. Credit 6. Financing Your Education 7. Investing for Beginners 8. Preparing for Your Retirement 9. The Importance of Banking for the Customer 10. The Value of Life Insurance 11. The Values of Financial Therapy 12. The Cost of Childcare 13. Managing Debt Collections 1.0 14. Managing Debt Collections 1.2 15. Talking to Your Kids About Entrepreneurship Mindset 16. Entrepreneurship 2.1 17. Investing: Defensive Stocks 18. Business Canvas Model 19. Career Paths without a Degree 20. Career Planning for Young People 21. Competitive Analysis for Your Business06 VFEC Year 1 Course Description 17 Year 1 Popular Courses Based on study hours and 579 course completions, the below courses are the most popular courses on VFEC: Budgeting Savings Credit Mortgage Auto-Financing Next >