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Personal Finance Essentials: From Basics to Wealth Building

Finance & Accounting

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.

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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:

  • Section 1: Introduction: Why Personal Finance?

  • Section 2: Income & Expenditure

  • Section 3: Savings & Debt

  • Section 4: Investments I: Rates, Bonds & Markets

  • Section 5: Investments II: Equity

  • Section 6: Housing & Mortgages

  • 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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  • 4 stars: 1 votes
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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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