Fall 2017 Getting Started Holistic Financial Planning Course Results

HMI’s Online Learning Series Getting Started Holistic Financial Planning course ran from October to November 2017 with 31 participants from The United States, Iceland, Canada, Mexico, and Portugal. This course focused on key financial principles that helped participants learn how to work on their business, not just in their business. This simple approach to financial planning assisted participants to understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. Participants were able to develop a financial plan and identify ways to implement and monitor that plan. The participants were very excited to learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment. Getting Started Holistic Financial Planning Course Survey ResultsKnowledge/Behavior and Confidence Increase            % Increase

Here’s what the participants had to say:

Most Useful things I learned: