Financial Literacy

Personal Goal Planning


Achieve Your Personal Goals with this Comprehensive Course

This course is for any individual looking to achieve personal milestones this year. The focus of this course is to learn how to set and achieve goals by using the weekly, monthly and annual goal keeping sheets provided in the work book and individually available for download.

In this course:

•You will learn how to set meaningful and realistic goals.
•You will be find out the two main reasons that goals are not achieved and will understand the solutions to finally achieving these once unattainable goals.
•Using the work book, you will complete forms that will allow you to prepare your personal plan.

Forms included along with the personal plan are:
.Weekly Goal Keeping Sheet
•Monthly Goal Keeping Sheet
•Annual Goal Keeping Sheet

•You will establish the vision for your personal goal and determine how close to that vision you plan to be by the end of the year.

•You will learn how to organize your time so that the tasks which need to be performed each day/week/month are documented on the forms that are provided as a part of the course.

Course Structure

•The course is comprised of 8 lectures.
•Each lecture contains a video of facilitator Debi Peverill talking with notes on screen accompanying her.
•Learning resources for the course are PowerPoint slides and a work book (PDF) that includes:
•Printable goal keeping worksheets
  • Welcome to Personal Goal Planning
  • Introduction
  • Resources
  • Work Book
  • PowerPoint Slides
  • Lectures
  • Setting Meaningful Goals
  • Exercise
  • Improving Focus On Your Goals
  • Exercise
  • Personal Plan Design
  • Exercise
  • Successful Goal Keeping System
  • Exercise
  • What to do at the End of Each Week
  • What to do at the End of Each Month
  • What to do at the End of the Year
  • Conclusion
  • Course Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever