top of page

Winter 2018 Getting Started Holistic Financial Planning Course Results

  • Mar 29, 2018
  • 1 min read

HMI’s Online Learning Series Getting Started Holistic Financial Planning course had 10 participants from The United States, Canada, Germany, and Denmark. 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. Featured Participant:

Dr. Tobias Hoffmann “The most valuable skill I learned in this course: I know what to do when things don't go as planned to keep my enterprise on track. (I took this course to improve financial management of an ambulatory equine practive).”

Getting Started Holistic Financial Planning Course Survey Results
Knowledge/Behavior and Confidence Increase            % Increase

Join Our Journey!

 Get the Latest News & Updates

Scholarship funding support comes from the

L&L Nippert Charitable Foundation

Contact Us

EMAIL

ADDRESS

2425 San Pedro NE, Ste. A

Albuquerque, NM 87110

PHONE

505-842-5252

Holistic Management® is a registered trademark of Holistic Management International. Copyright © 2025 - Holistic Management International. All content is subject to copyright.

bottom of page