Creating your PFP and Setting Personal Goals

Learning Outcomes

At the completion of this chapter, you will:
A. Understand the role of personal financial planning in achieving your goals
B. Understand the requirements for your "Personal Financial Plan (PFP)"
C. Identify what you want to accomplish in life
D. Understand the three distinct types of goals
D. Understand and apply the principles of effective goal-setting.

Chapter Reading

Please read the chapter on "Creating your Personal Financial Plan and Setting Personal Goals" (PDF)


Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter or here for the slides as a PDF.





Here are the assignments for "Creating Your Personal Financial Plan and Setting Goals"



The following learning tools may be helpful with this chapter:

Completed Personal Financial Plans (PDF):

Personal Financial Plan Example A

Personal Financial Plan Example B

Personal Financial Plan Example C

Personal Financial Plan Example D

Personal Financial Plan Example E

PFP Goals Section Template

Additional Materials

Vision, Mission and Values Statement Assignment - This will help you as you think through your goals

Vision, Mission and Values Statement Assignment Example