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TakingControl

PlanFirst believes that financial education can be your best protection in life for you and your family. That is why the TakingControl education program and access to a PlanFirst counselor are included with PlanFirst Financial Wellness Program. PlanFirst believes the TakingControl education program will empower you with the proper financial educational tools to succeed in regaining control of you financial future.

The TakingControl education program is a comprehensive online financial education system with three educational courses: Adult, College Student and High School Student. TakingControl incorporates the concepts and ideas of sound financial knowledge to develop skills needed to learn about aspects of money while becoming knowledgeable in the area of savings, investing, budgeting use of credit and overall money management. In addition to the three courses, there is an Interactive Learning Center that provides helpful exercises and other forms of interactive learning like Crossword Puzzles and Flashcards.


Adult Course Outline
College Student Course Outline
High School Student Course Outline

 

Adult Course Outline

• Chapter 1: Setting Financial Goals
• Chapter 2: Managing Your Money
• Chapter 3: Saving and Investing Money
• Chapter 4: Basics of Credit Cards
• Chapter 5: Focus on Debt
• Chapter 6: Focus on Unpaid Debts
• Chapter 7: The Wise Use of Credit
• Chapter 8: Credit Reports and Their Effects
• Chapter 9: Improving Your Credit
• Chapter 10: Consumer Financial Awareness
• Chapter 11: The Keys to Buying and Leasing
• Chapter 12: Guide to Insurance Basics

 

College Student Course Outline

• Chapter 1: Choosing Wisely
• Chapter 2: Setting Financial Goals
• Chapter 3: Managing Your Money
• Chapter 4: Saving and Investing Money
• Chapter 5: About Checking Accounts
• Chapter 6: Basics of Credit Cards
• Chapter 7: Focus on Debt
• Chapter 8: Wise Use of Credit
• Chapter 9: Consumer Financial Awareness
• Chapter 10: The Keys to Buying and Leasing
• Chapter 11: Guide to Insurance Basics
• Chapter 12: Being a Responsible Adult

 

High School Student Course Outline

• Chapter 1: Setting Financial Goals
• Chapter 2: Managing Your Money
• Chapter 3: Saving and Investing Money
• Chapter 4: About Checking Accounts
• Chapter 5: Basics of Credit Cards
• Chapter 6: Focus on Debt
• Chapter 7: Wise Use of Credit
• Chapter 8: Consumer Financial Awareness
• Chapter 9: The Keys to Buying and Leasing
• Chapter 10: Getting a Part-Time or Summer Job
• Chapter 11: Guide to Insurance Basics
• Chapter 12: Being a Responsible Adult

Contact PlanFirst today to find out all about our Financial Wellness Program (FWP) and TakingControl.