Financial Basics Workshop

A couple sitting at a table looking over their personal finances

Goodwill and Common Wealth Charlotte have partnered together to offer a free Financial Basics class to the community. If you have questions about budgeting, credit and investing, this may be the class for you! Financial Basics is offered over the course of three days, and class meets one hour per day.

    2024 Workshop Dates

    Enrollment Period Class Dates Class Time Delivery
    February 14 – March 15 March 19 – 21 10 – 11 a.m. In-person
    March 13 – April 16 April 23 – 25 10 – 11 a.m. Virtual
    April 17 – May 7 May 14 – 16 10 – 11 a.m. In-person

    Course Format

    Day 1: Financial Empowerment

    Start with the basics! In this personal finance “101” workshop, you will learn the foundations of money management such as how to spend and save money, how to give the monetary value of your time, how to avoid bad credit products, how to become a credible borrower and tips for setting financial goals. It’s the best one-hour investment you’ll ever make in financial education!

    Day 2: Financial Goal Setting

    Does setting financial goals intimidate you? It doesn’t have to! This one-hour workshop on how to set short, medium and long-term SMART (specific, measurable, achievable, relevant and time-bound) goals will leave you feeling more confident about setting and meeting goals to achieve financial success – because a goal without a plan is just a wish!

    Day 3: Credit – Beyond the Basics

    Want to understand credit and the credit system? It’s something everyone should know. In just one hour you will learn how the credit system began and who manages it; how to access and understand your credit report; how credit can work for you or against you; and how to raise your credit score without resorting to predatory financial products.

    Prerequisite

    There are no prerequisites for this workshop.

    How to Apply

      • If you’re interested in this program and you live within our service area, fill out our application form then follow the prompts to schedule a virtual appointment.
      • If you’re unable to reserve a virtual appointment or would rather meet with one of our team members in person to begin your application process, we also accept walk-ins at all of our career centers.

      Still Have Questions?

      If you still have questions about this workshop, complete our training inquiry form, and someone on our team will be in touch with you soon!