Personal Finance Essentials: From Basics to Wealth Building
Personal Finance Essentials: From Basics to Wealth Building, available at $44.99, has an average rating of 4, with 34 lectures, 7 quizzes, based on 1 reviews, and has 187 subscribers.
You will learn about Grasp essential concepts of personal finance, including disposable income, the time value of money, and more! Learn about the different types of financial securities like stocks, bonds, futures and options. Develop insights into household financial behaviour in the US, UK and globally. Understand the pros and cons of buying vs renting when it comes to housing. Comprehend the effects of societal and policy changes on an individual's financial wellbeing. Learn about the magic of compounding and interest when it comes to building wealth. Develop quick and efficient methods to pay down debt. Build a 4-step framework to budget your income effectively. This course is ideal for individuals who are This course is ideal for anyone looking to build a strong foundation in personal finance and make informed financial decisions. It covers essential topics like budgeting, saving, investing, and managing debt, applicable to both UK and international learners. or While we will mostly take the perspective of the US and UK, the topics discussed are relevant to many other developed countries. It is particularly useful for This course is ideal for anyone looking to build a strong foundation in personal finance and make informed financial decisions. It covers essential topics like budgeting, saving, investing, and managing debt, applicable to both UK and international learners. or While we will mostly take the perspective of the US and UK, the topics discussed are relevant to many other developed countries.
Enroll now: Personal Finance Essentials: From Basics to Wealth Building
Summary
Title: Personal Finance Essentials: From Basics to Wealth Building
Price: $44.99
Average Rating: 4
Number of Lectures: 34
Number of Quizzes: 7
Number of Published Lectures: 34
Number of Published Quizzes: 7
Number of Curriculum Items: 41
Number of Published Curriculum Objects: 41
Original Price: $19.99
Quality Status: approved
Status: Live
What You Will Learn
- Grasp essential concepts of personal finance, including disposable income, the time value of money, and more!
- Learn about the different types of financial securities like stocks, bonds, futures and options.
- Develop insights into household financial behaviour in the US, UK and globally.
- Understand the pros and cons of buying vs renting when it comes to housing.
- Comprehend the effects of societal and policy changes on an individual's financial wellbeing.
- Learn about the magic of compounding and interest when it comes to building wealth.
- Develop quick and efficient methods to pay down debt.
- Build a 4-step framework to budget your income effectively.
Who Should Attend
- This course is ideal for anyone looking to build a strong foundation in personal finance and make informed financial decisions. It covers essential topics like budgeting, saving, investing, and managing debt, applicable to both UK and international learners.
- While we will mostly take the perspective of the US and UK, the topics discussed are relevant to many other developed countries.
Target Audiences
- This course is ideal for anyone looking to build a strong foundation in personal finance and make informed financial decisions. It covers essential topics like budgeting, saving, investing, and managing debt, applicable to both UK and international learners.
- While we will mostly take the perspective of the US and UK, the topics discussed are relevant to many other developed countries.
This course provides an introduction to essential topics necessary for making informed personal financial decisions. You’ll gain insights into budgeting, saving and managing debt, understanding financial markets, navigating housing and mortgages, and taxes. I will introduce specific financial products, including credit cards, mortgages, bonds, and stocks and shares. We’ll also explore the impact of taxation on financial decisions and the importance of safeguarding against life’s uncertainties. More details are available in the syllabus below.
Please note that this course does not offer financial advice (I am not a financial advisor). Instead, it aims to enhance your knowledge and understanding of personal finance, enabling you to make informed financial decisions independently. Although the course focuses on personal finance in the US and UK, the principles discussed are applicable worldwide, making it beneficial for international students as well.
Course Structure:
This course is divided into 7 sections with a quiz at the end of each section to test your knowledge. Quizzes will be multiple choice and trickier questions may involve calculations.
Syllabus:
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Section 1: Introduction: Why Personal Finance?
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Section 2: Income & Expenditure
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Section 3: Savings & Debt
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Section 4: Investments I: Rates, Bonds & Markets
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Section 5: Investments II: Equity
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Section 6: Housing & Mortgages
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Section 7: Taxation: Purpose & Key Elements
Course Curriculum
Chapter 1: Introduction & Why Personal Finance?
Lecture 1: Course Overview
Lecture 2: The Case of Student Loans
Lecture 3: "One Life-Changing Class You Never Took"
Lecture 4: High Level Perspectives of Personal Finance
Chapter 2: Income & Expenditure
Lecture 1: Reviewing Key Facts & Definitions
Lecture 2: Equivalised Disposable Income
Lecture 3: What is an Asset?
Lecture 4: Spending & Happiness
Lecture 5: Budgeting
Chapter 3: Savings & Debt
Lecture 1: Reviewing Key Facts & Definitions
Lecture 2: The Time Value of Money
Lecture 3: Wealth Building
Lecture 4: Main Types of Savings
Lecture 5: What is Debt?
Lecture 6: How to Pay Down Debt?
Chapter 4: Investments I: Rates, Bonds & Markets
Lecture 1: Reviewing Key Facts & Definitions
Lecture 2: The Importance of Interest Rates
Lecture 3: Present & Future Value
Lecture 4: What is a Bond?
Lecture 5: What Bonds Should I Buy?
Chapter 5: Investments II: Equity
Lecture 1: Stocks & Shares
Lecture 2: Long & Short Positions
Lecture 3: Options
Lecture 4: Futures
Lecture 5: Stock Exchanges
Chapter 6: Housing & Mortgages
Lecture 1: What is a Mortgage?
Lecture 2: Types of Mortgages
Lecture 3: The Importance of Mortgages
Lecture 4: Buying vs Renting
Chapter 7: Taxation: Purpose & Key Elements
Lecture 1: Purpose of Tax
Lecture 2: Key Elements of Tax
Lecture 3: Capital Gains Tax (CGT)
Lecture 4: Dividend Tax
Lecture 5: Wrap Up & Thank You!
Instructors
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Ewan Gambino
Finance Expert and Educator
Rating Distribution
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- 3 stars: 0 votes
- 4 stars: 1 votes
- 5 stars: 0 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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