Course workbook

Make the concepts concrete.

A printable workbook with ten exercises, blank planning tables, calculation steps, and an answer key.

What is inside

  • A cash-flow table and emergency-reserve scenario.
  • A goal worksheet and simple/compound-interest calculations.
  • Purchasing power, concentration, and fee comparisons.
  • Account-security and phishing response exercises.
  • Worked answers and links to the course’s official sources.

Use fictional values or keep your completed copy private. Nothing in the workbook needs to be submitted to this site.