Easy Steps to Budgeting

COURSE SYLLABUS

Instructor: Coach Greb
Delivery Format: Online (Zoom) or Onsite (ISBF / Financial Power Institute Center)
Languages Offered: English, French, Spanish, and others upon request
Sessions: Two Days – 3 hours per session
Course Fee: $59 per participant
Affiliated Institutions: ISBF Institute & Financial Power Institute

COURSE OVERVIEW

Easy Steps to Budgeting is a practical and engaging two-day course that equips participants with the skills and mindset to take full control of their money. Rooted in real-life application and taught in everyday language, this course breaks down the budgeting process into simple, clear, and achievable steps.

Designed for individuals, couples, and families, this course provides a foundation for lasting financial confidence and stewardship. Whether you are just beginning your financial journey or trying to regain control, this class meets you where you are.

This course is part of the Teach Me Money™ Easy Steps Series and may be taken as a standalone class or as a module within the full 12 Easy Steps to Financial Empowerment Bundle.

COURSE BENEFITS

Participants will learn how to set up and follow a monthly budget that reflects their goals, needs, and priorities. They will be introduced to user-friendly tools, budgeting frameworks, and digital resources that simplify money management.

The course also offers opportunities to practice creating a live budget using real numbers, and receive guidance and feedback in a supportive setting. It is ideal for people seeking clarity, organization, and practical tools to eliminate financial stress and take action.

TARGET AUDIENCE

This course is designed for:

Individuals who want to take control of their money
Couples planning to build shared financial goals
Young professionals and college students
Entrepreneurs and gig workers managing variable income
Parents and guardians building family budgets
Participants of the full 12 Easy Steps series

No financial background is required, making this course accessible to anyone ready to take charge of their finances.

COURSE OUTCOME

Upon successful completion of this course, each participant will:

Create a complete and functional monthly budget
Accurately categorize income, fixed and variable expenses
Choose and apply a budgeting method (e.g., 50-30-20, zero-based)
Use budgeting tools or software to track and manage their finances
Begin applying their budget plan immediately with measurable goals
Gain confidence in managing income, bills, savings, and debt

COURSE PREREQUISITES

There are no formal prerequisites to take this course. However, participants should come prepared with:

A basic understanding of their monthly income and expenses
Willingness to gather and apply real financial numbers during the course
Access to a smartphone, tablet, or laptop (recommended)
A notebook or printed version of the participant guide (provided)

PARTICIPANT GUIDE

Every registered participant will receive:

Easy Steps to Budgeting™ Workbook (PDF or Print Copy)
Monthly Budget Templates (Excel and Printable)
Sample Budgets Based on Real-Life Scenarios
List of Recommended Budgeting Apps and Software
Excerpt from the Teach Me Money™ book series
30-Day Replay Access to Session Recordings
Certificate of Completion

These resources are designed to continue supporting you well after the course ends.

COURSE COST

The full course fee is $59 per participant. This includes:

Two 3-hour live sessions
Digital participant guide and workbook
Access to budgeting templates and tools
Replay access
Personalized support
Completion certificate

Payment Methods:

Register online at www.FinanPower.com
Payments can also be made via Zelle, Cash App, or Credit/Debit

FOLLOW-UP SOLUTION

After the course, each participant will be guided to complete and implement their Monthly Functional Family Budget using one of the industry-recommended tools or apps. Participants will also be invited to join a follow-up support group for ongoing accountability, encouragement, and progress tracking.

This is where learning becomes transformation—participants are not only educated but equipped to take action.

COURSE SCHEDULE

DAY 1 – FOUNDATIONS OF FUNCTIONAL BUDGETING

Theme: “Money Mapping – Know Where It Goes”
Total Time: 3 Hours

Schedule:

0:00 – 0:15: Orientation and Course Objectives
0:15 – 0:45: Module 1 – Why Budgets Fail
Understand the emotional, behavioral, and practical reasons most people struggle with budgeting—and how to overcome them.
0:45 – 1:30: Module 2 – Finding the Numbers
Learn how to gather accurate income and expense data, and differentiate between fixed, variable, and irregular expenses.
1:30 – 2:00: Module 3 – Budgeting Frameworks
Explore the 50-30-20 Rule, Zero-Based Budgeting, and other frameworks to structure your plan.
2:00 – 2:30: Module 4 – Expense Tracking Tools
Introduction to digital apps, manual trackers, and Excel-based methods to monitor spending.
2:30 – 3:00: Module 5 – Budget Setup Lab
Begin building your personal or family budget using templates provided.

Homework Assignment:
Complete your budget worksheet with actual income and expenses. Choose and install one budgeting app or software before Day 2.

DAY 2 – BUILDING AND LIVING YOUR BUDGET

Theme: “Control the Flow – Every Dollar Has a Job”
Total Time: 3 Hours

Schedule:

0:00 – 0:15: Check-In and Budget Review
0:15 – 1:00: Module 6 – Monthly Budget Lab
Finalize and adjust your budget, including irregular income and seasonal expenses.
1:00 – 1:30: Module 7 – Budgeting Tools and Hybrid Methods
Learn about digital budgeting tools (EveryDollar, Mint, GoodBudget) and hybrid methods (cash envelope + digital).
1:30 – 2:00: Module 8 – Emergency & Sinking Funds
Understand the importance of preparing for emergencies and planning for known future expenses.
2:00 – 2:30: Module 9 – Budgeting as a Team
Strategies for budgeting as a couple or family: roles, communication, and shared goals.
2:30 – 3:00: Module 10 – Commitment & Continuity
How to maintain your budget long-term, with built-in review points and rewards.

Final Activity:
Share your budget commitment plan. Receive your Certificate of Completion. Join the 30-Day Accountability Challenge (optional).

CERTIFICATE OF COMPLETION

A personalized Certificate of Completion will be issued to all participants who complete both sessions and submit a final budget. Certificates will be sent via email (PDF) or provided in print for in-person attendees.

This certificate is endorsed by the ISBF Institute and the Financial Power Institute and may be used toward full credit in the 12 Easy Steps to Financial Empowerment Series.

VENUE AND DELIVERY OPTIONS

In-Person Location:
Financial Power Institute
2070 Sugarloaf Parkway, Suite 600
Lawrenceville, GA 30045, USA
Online Option: Zoom link will be provided after registration
Partner Locations: Available upon request with church and community partnerships

COURSE REGISTRATION

To register, visit: www.FinanPower.com
Or email: info@finanpower.com
Phone: +1 (678) 921-2121

Would you like me to now:

Create a PDF version of this syllabus?
Design a branded PowerPoint slide deck?
Provide a flyer for marketing this course?

News and Blog

Easy Steps to Budgeting

Easy Steps to Budgeting

COURSE SYLLABUS