If you’ve ever felt confused by financial decisions you needed to make, or financial documents that you needed to read, this course is for you. Finances are important, but the jargon can be overwhelming. In this course, finance expert Cassandra Reed walks you through dozens of common financial terms. Cassandra shows you how to use these terms comfortably, recognize them in documents, and use them to make smarter financial decisions. She covers calculating your net worth, navigating your personal bank accounts, and making informed choices about investing. Cassandra explains how to identify the differences between common retirement accounts, such as IRA’s and 401(k)’s. Finally, if you’re a small business owner, this course offers you a solid foundation in the documents and terms you need to know to ensure you’re staying profitable. No matter how early you are in your financial journey, this course can help.
This course was created by Madecraft. We are pleased to host this training in our library.
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Certificate of Completion
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- Cassandra Reed Wealth Management Advisor | LinkedIn Learning Instructor
Cassandra Reed, M.P.S. has worked in the financial services industry for over a decade.
Cassandra combines her experiences both inside and outside the financial sector with data to provide individuals with personal, helpful advice and tips tailored to their needs, so that they can live the best life possible with the resources that they have. She loves to see people empowered with the financial security to fulfill their personal and professional goals. In addition to earning a Master of Professional Studies from Georgetown University, Cassandra is certified as a Financial Education Program Provider and a General Securities Representative. In addition to her many volunteer experiences, she is a recipient of the United States Presidential Volunteer Service Award.
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