GC

Free

Career & Financial Planning

This course walks through setting goals, crafting career plans, and building financial plans for a specific career path. In this course, students learn about each section before creating each. Goals and plans are saved to the students’ Guided Compass profile for future use or collaborations. If enabled, students may use Generative A.I. to help them craft their career and financial plans. If students are unsure of their career path, they are encouraged to take the career exploration course. 

This course is free until January 1, 2025

Learning Objectives

1. Learn about what SMART goals and career plans are

2. Reflect on interests, personality, skills, and values to think about future plans

3. Create SMART goals that may make sense

4. Identify strategies and tactics to achieve SMART goals

5. Identify trade-offs, pitfalls, and sacrifices to achieve SMART goals

6. Identify median and distribution of income amongst different careers

7. Identify a range of incomes you may have based on career choices

8. Project income, expenses, assets, liabilities, and net worth over 3, 5, and 10 years based on a selected career path and lifestyle

Learning Modules

1. Introduction

1.1. Introductory Page

[ Text ]

2. Create a SMART Goal

2.1. Fundamentals of Goal Setting & Planning

[ A.I. Script ]

2.2. Exploring Potential Goals

[ A.I. Script ]

2.3. Prepare to Set Your SMART Goal

[ Survey ]

2.4. Create Your Official SMART Goal

[ Assignment ]

3. Create a Draft of a Career Plan

3.1. How to Build Your Career Plan

[ A.I. Script ]

3.2. Building Social Capital

[ Survey ]

3.3. Targeting Employers Strategically

[ Survey ]

3.4. Picking Projects that Impress

[ Survey ]

3.5. Finalize Your Career Plan Draft

[ Assignment ]

4. Create a Draft of a Financial Plan

4.1. Fundamentals of Managing Money

[ A.I. Script ]

4.2. Building Your Budget / Financials

[ A.I. Script ]

4.3. Preparing Your Financial Plan

[ Survey ]

4.4. Create Your Financial Plan Draft

[ Assignment ]

5. Finalize Your Plans

5.1. Finalize Your Career Plan and Financial Plan

[ Assignment ]

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