About TU


OFFICE OF HUMAN RESOURCES

Training and Development Unit

Financial Knowledge Certificate

In partnership with PNC Bank, the Office of Human Resources (OHR) is providing faculty and staff with the opportunity to gain knowledge on a variety of financial topics for a third year!

Locations: In an attempt to reach as many faculty and staff on campus as possible, workshops will take place at multiple locations throughout campus.

Time: Workshops range from thirty minutes to one hour depending on the topic. 

Certificate: To qualify for a certificate of completion, participants must complete the five required workshops and attend two elective workshops.

Note: Due to feedback from attendees during 2013, there are updates to the offerings *

 

2014 Workshop List

Session

Month

Dates/ Times

Location

Length

# per month

Budgeting

(Required)

 

February

2/14/14

10:00 – 10:30 AM

AD 120

30 minutes

 

3

2/20/14

3:00 – 3:30 PM

CK 507

2/27/14

10:00 – 10:30 AM

ES 306

Retirement Planning

(Required)

March

3/17/14

3:00 – 4:00 PM 

ES 306

 

60 minutes

2

3/21/14

10:00 – 11:00 AM 

AD 120

Maximizing Home Ownership

(Elective)

April

4/14/14

10:00 – 10:30 AM 

CK 507

30 minutes

1

Financial Planning Overview

(Elective)

May

5/22/14

3:00 – 4:00 PM 

AD 120

60 minutes

1

Credit 101

(Required)

June

6/10/14

3:00 3:30 PM

AD 120

 

30 minutes

 

3

6/16/14

10:00 10:30 AM

ES 306

6/19/14

3:00 3:30 PM

CK 507

Investment Basics

(Elective)

September

   

30 minutes

1

How Much House Can You Afford

(Elective)

October

   

30 minutes

1

Identity Theft

(Required)

November

   

30 minutes

3

 

AD 120

   

Keep It Safe*

(Required)

December

   

30 minutes

3

 

AD 120

   

 

2014 Workshop List

February 2014 - Budgeting [Required]

Living within a budget is an important skill to master. Learn how easy it can be to create a personal budget.        

March 2014 - Retirement Planning [Required]

Are you on track for your retirement? Let us help you either get on track or stay on track.

April 2014 - Maximizing Home Ownership [Elective]

Learn how to maximize the benefits of the home that you own.  

May 2014 - Financial Planning Overview [Elective]

Identify smart investing suggestions to maximize your current portfolio.  

June 2014 - Credit 101 [Required]

Learn the basics of credit and keeping your credit record in good shape.      

                                                No workshops for July and August

September 2014 - Investment Basics [Elective]

Do investments confuse you? This seminar will show you the basics and provide you with what you need to get started.        

October 2014 - How Much House Can You Afford [Elective]

This financial education seminar teaches you how to borrow smartly.      

November 2014 - Identity Theft [Required]

Find out if your taking unnecessary risks with your identity in this eye opening informative seminar.        


December 2014 -Keep It Safe [Required] *

This new for 2014 seminar will help you to understand how to protect your right as a consumer and how to be financially prepared for the unexpected.


 Want to register for upcoming workshops? Please click on the Course Registration link.

_______________________________________________________________________________



2013 Workshop List

Required Workshops

                    Instructor-led Workshops                                         

IL

Budgeting        

IL

Credit 101 *

[New for 2013 - takes the place of Tax Advantage Investing]

IL Identity Theft
IL

Retirement Planning *

[previously an Elective workshop]

Elective Workshops (choose 2 of the following)

                    Instructor-led Workshops                                         

IL

Financial Planning Overview

IL How Much House Can You Afford
IL

Investment Basics *

[New for 2013]

IL

Maximizing Home Ownership (Mortgage) *

[previously a Required workshop]

IL

Raising Smart Money Kids

               IL= Instructor Led Training (Traditional Classroom Training)

Note: Due to feedback from attendees during 2012, there are updates to the offerings *

2013 Workshop List

February 11, 2013 - Credit 101 [Required]

Learn the basics of credit and keeping your credit record in good shape.      

March 11, 2013 - Retirement Planning [Required]

Are you on track for your retirement? Let us help you either get on track or stay on track.

April 8, 2013 - Maximizing Home Ownership [Elective]

Learn how to maximize the benefits of the home that you own.      

May 13, 2013 - Financial Planning Overview [Elective]

Identify smart investing suggestions to maximize your current portfolio.    

June 10, 2013 - Raising Money Smart Kids [Elective]

Learn which money skills a child should master before leaving home and how to teach young children to save.    

                                                No workshops for July and August

September 16, 2013 - Investment Basics [Elective]

Do investments confuse you? This seminar will show you the basics and provide you with what you need to get started.        

October 21, 2013 - How Much House Can You Afford [Elective]

This financial education seminar teaches you how to borrow smartly.      

November 18, 2013 - Identity Theft [Required]

Find out if your taking unnecessary risks with your identity in this eye opening informative seminar.          


December 9, 2013 - Budgeting [Required]

Living within a budget is an important skill to master. Learn how easy it can be to create a personal budget.        
_______________________________________________________________________________

2012 Workshop List

Required Workshops

                    Instructor-led Workshops                                         

IL

Budgeting        

IL Identity Theft
IL Maximizing Home Ownership (Mortgage)
IL Tax Advantage Investing

Elective Workshops (choose 2 of the following)

                    Instructor-led Workshops                                         

IL

Financial Planning Overview (PNCI)

IL How much House Can You Afford
IL How to Buy a Home: The Loan
IL Raising Smart Money Kids
IL Retirement Planning

               IL= Instructor Led Training (Traditional Classroom Training)

 

2012 Workshop List

March 12, 2012 - Tax Advantage Investing [Required]     

To build a nest egg for the future, it is important to understand how to use the various saving and investing products available.  


April 9, 2012 - Raising Smart Money Kids [Elective]
Provides parents with savings solutions and ideas for kids of all ages.


May 14, 2012 - Maximizing Home Ownership (Mortgage) [Required] 
Learn the nuts and bolts of homeownership from apartment renters to multi-homeowners.


June 11, 2012 - Financial Planning Overview (PNCI) [Elective] 
Identify smart investing suggestions to maximize your current portfolio and estate planning.


No workshops planned forJuly and August

September 10 , 2012 - Retirement Planning [Elective] 
Got questions? We've got answers!!  Consult a professional.


October 15, 2012 - How much House Can You Afford [Elective] 

This financial education seminar teaches how to borrow smart, to compare loan offers, to repair poor credit history, and to increase the chances of qualifying for the best possible loan.  

November 19, 2012 - Identity Theft [Required] 
Learn how you can protect yourself from identity theft by safeguarding your information online, at home, and while shopping.


December 10, 2012 - Budgeting [Required]
Living within a budget is an important skill to master.  Learn how easy it can be to create a personal budget.  

 

     
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