top of page

Financial Literacy Training

Financial literacy is one of the most valuable skills one can acquire to gain long term benefits from building healthy financial habits. This training is led by Aloyo Yen, AMM's skilled Daily Money Manager and Certified Financial Education Instructorâ„ . We tailor our training to suit the needs of the participants. Contact us for more information.

Certified-Financial-Education-Instructor-Seal-Full-R.png

Training Sessions

Savings, Expenses,
and Budgeting

  • Budgeting Fundamentals & Overview

  • Setting Savings Goals & Creating a Savings Plan

  • Prioritizing Expenses & Opportunity Cost

  • Identifying & Reducing Your Expenses

  • Create Your Budget & Automate

  • Analyze Your Budget & Address Gaps

  • Major Expenses

Credit Profile

  • Credit Profile Basics

  • Benefits & Consequences of Credit

  • Understanding Your Credit Profile

  • Access Your Credit Report

  • Addressing Problems with Your Credit

  • Identity Theft Protection

Account Management

  • Choosing Where to Bank

  • Banking Essentials and Management

  • Debit Cards vs Credit Cards

  • Building a Trusted Team

Loans & Debt

  • Types of Debt

  • Loan Fundamentals

  • Risk of Debt

  • Loan Qualification

  • How to Pay Off Debt

  • Credit Cards 101

  • Automobile Financing

  • Qualifying for a Home Loan

603-262-3871

learnmore@aloyomoneymanagement.com

​

PO Box 1372

concord, NH 03301

  • TikTok
  • Facebook
  • LinkedIn
  • Instagram
Certified-Financial-Education-Instructor-Seal-Full-R.png
Member of the American Association of Daily Money Managers Badge Member Badge
QB-Online.png
Aloyo Money Management.png

©2022 - 2024 All Rights Reserved | Aloyo Money Management, LLC

bottom of page