Financial Budgeting

Financial budgeting is more than just allocating funds each month. Managing personal finances can be stressful.  Being able to predict how much you will earn in a particular period and how much you will spend, save and borrow in the same timeframe is essential to achieve financial success. Join this interactive workshop and review factors that impact personal spending, explore tips for increasing financial IQ and learn the concept of paying yourself first.

Who should attend?
  • All are welcome!
  • Entrepreneurs
  • People looking to improve financial budgeting skills

Learning Objectives

  • Develop a personal budget
  • Analyze spending habits
  • Identify ways to control spending

Course Outline

  • Introduction
  • What is financial budgeting?
  • Develop a personal budget
  • Analyzing spending
  • Ways to control spending
  • Summary

Delivery Options

This workshop can be delivered virtually or in-person. It makes a great learning workshop for an organization’s professional development day, conference, or team-building event. It can be customized to meet your needs.


Duration: 3 hours

What are your spending habits?

Consider the past two weeks and think of how you spent money. How would you answer these questions?

  1. What did I spend money on…?
  2. When did I spend…?
  3. Where did I spend…?
  4. With whom…?
  5. How did I spend…?

Join this workshop and review your personal spending habits and develop a financial plan.