How to Successfully Budget
Learning Objectives
Upon completion of this comprehensive and engaging course, you will be able to:
- Define “financial wellness” and “budget”
- List the 4 key foundations of personal finance
- Identify your short-term, medium-term, and long-term financial goals
- Describe the evidence-based benefits of budgeting
- Create an effective budget that includes the most common fixed and variable expense categories
- Use PDF worksheets, digital spreadsheets, and mobile/desktop apps to optimize and track your budget
- Develop a conscious spending plan that incorporates investments, saving goals, and guilt-free spending
Instructor
Danial Khan, MBA serves as Financial Wellness Program Manager at Stanford University. He completed two Master’s degrees in Business Administration and Social Work (MBA/MSW) at the SUNY University at Buffalo. He is a Certified Financial Social Worker (CFSW), with expertise and experience helping people understand their relationship with money, promote positive behavior change, and improve outcomes for financial well-being. He previously served as an AmeriCorps service member at the University at Buffalo to build and manage their first Financial Wellness Program. Danial provided one-on-one financial coaching, interactive and educational workshops, and partnered with schools, departments, and student groups on-campus to market and expand the program’s impact, in service to the institution’s 30,000+ students. With regards to accolades, he served as a Social Impact Fellow with Habitat for Humanity Buffalo and was appointed as Buffalo’s City Leader by Skate for Change, a not-for-profit organization empowering people experiencing homelessness.
9888 Windy Hollow Rd
