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Catalog Area: Financial Accounting
Duration: 08 Hrs.
Modality: online and Face-to-face modality

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OBJECTIVE:

The participant will identify the basic concepts about personal finances, savings and investments tools, and types of credit, as well as strategies to care incomes and manage outflows.

BASIC COURSE INFORMATION:

ADDRESSED TO:

Operators, supervisors, middle managers, and people with the interests to improve their personal finances.

SYLLABUS

AGENDA – OPERATORS LEVEL (08HRS.)

Basic financial concepts

  • Inflation
  • Interest rate

Financial mathematics

  • Interest calculation through simple interest

Finance

  • Characteristics
  • Types of credit
  • Infonavit credit
  • Personal credit

Credit cards

  • Characteristics

Credit bureau

  • Concept and its daily life application.

ATM – how to use

  • Tips and recommendations about how to use ATM

Personal finances

  • Income: Planning / Savings / Afore
  • Outflow: Family budget / Expenses control / Tips and recommendations

AGENDA – SUPERVISORS AND MIDDLE MANAGERS LEVEL (08HRS.)

Basic financial concepts

  • Inflation
  • Interest rate

Financial mathematics

  • Interest calculation through simple interest, compound interest, and annuities.

Financing

  • Characteristics
  • Types of credit
  • Car credit
  • Mortgage credit
  • Personal credit

Credit card

  • Characteristics
  • Pros and cons
  • Correct use of this instrument

Credit bureau

  • Concept and its daily life application.

Personal finances

  • Income: Planning / Savings / Afore

Outflow: Family budget / Expenses control / Tips and recommendations

BENEFITS

To the Company

  • Employee turnover reduction due to awareness about the importance of the correct use of personal credits by payroll.
  • Ownership

To the participant

  • Improve on his personal finances management
  • Strategic vision on his decision-making
  • Reduction on indexes of the past-due portfolio
  • Knowledge about the best savings and credit tools

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