Personal Finance

Learn how to plan your personal finances from a certified public accountant (CPA)

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Course curriculum

1. 1010 Personal Financial Planning Overview
2. 1015 Financial Goals & Activities for Various Life Situations
3. 1020 Finance, Economics, & Accounting
4. 1025 Financial Goals
5. 1030 Personal Finance Planning Procedure
6. 1040 Time Value of Money Overview
7. 1045 Present Value
8. 1050 Present Value Months as Period
9. 1055 Future Value
10. 1060 Future Value Months As Period
11. 1065 Future Value vs Present Value
12. 1067 Present Value Annuity
13. 1069 Present Value Annuity Months as Period
14. 1071 Future Value Annuity
15. 1073 Future Value Annuity Months
16. 1075 Present Value Cash Flow Examples
17. 1077 Future Value Cash Flow Examples
18. 1079 Present Value Terms Used In Capital Budgeting
19. 1081 Net Present Value Assumptions
1. 1111 Rule of 72 & Running Balance Calculation
2. 1112 Excel Present Value, Future Value, & Number of Period
3. 1113 Present Value & Future Value Mathematical Formulas
4. 1114 Present Value & Future Value Tables
5. 1115 Rule of 72 & Running Balance Calculation Prob. 2
6. 1116 Excel Functions Present Value, Future Value, & Number of Period
7. 1117 Present Value & Future Value Mathematical Formulas Prob. 2
8. 1118 Present Value & Future Value Tables Prob. 2
9. 1119 Rule of 72 & Running Balance Calculation Prob. 3
10. 1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 3
11. 1121 Present Value & Future Value Mathematical Formulas Prob. 3
12. 1122 Present Value & Future Value Tables Prob. 3
13. 1123 Rate of Increase
14. 1131 Inflation & Estimated Increase in Personal Expenses
15. 1140 Home Cost Estimated Increase
16. 1150 Savings Account Compounding Future Value
17. 1160 Future Value Annuity Investment vs Non-Annuity
18. 1162 Annuity Initial Investment Present Value of Annuity
19. 1180 College Savings Calculation
20. 1191 Retirement Savings FV of Annuity
21. 1200 What if We Saved Our $5 a Day Coffee Habit
22. 1210 Option to Receive Money Today vs a Series of Payments
23. 1213 Loan Payment Calculation & Amortization Table
24. 1215 Monthly Loan Payment Calculation & Amortization Table
25. 1217 Annuity Due or Annuity Beginning Period
26. 1218 Present Value Monthly Periods
27. 1222 Present Value Annuity Monthly Periods
28. 1225 Future Value Monthly Periods
29. 1230 Future Value Annuity Monthly Periods
30. 1235 Annuity Due Present Value
31. 1240 Present Value of Annuity using Non Annuity Excel Functions
32. 1245 Future Value of Annuity using Non-Annuity Excel Functions
33. 1255 Retirement Plan Worksheet
1. 1111 Rule of 72 & Running Balance Calculation
2. 1112 Excel Functions Present Value, Future Value, & Number of Periods
3. 1113 Present Value & Future Value Mathematical Formulas
4. 1114 Present Value & Future Value Tables
5. 1115 Rule of 72 & Running Balance Calculation Prob. 2
6. 1116 Excel Functions Present Value, Future Value, & Number of Period
7. 1117 Present Value & Future Value Mathematical Formulas Prob. 2
8. 1118 Present Value & Future Value Tables
9. 1119 Rule of 72 & Running Balance Calculation Prob. 3
10. 1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 3
11. 1121 Present Value & Future Value Mathematical Formulas Prob. 3
12. 1122 Present Value & Future Value Tables
13. 1123 Rate of Increase
14. 1131 Inflation & Estimated Increase in Personal Expenses
15. 1140 Home Cost Estimated Increase
16. 1150 Savings Account Compounding Interest Future Value
17. 1160 Future Value Annuity Investment vs Non-Annuity
18. 1161 Investment to Meat Goal Present Value
19. 1162 Annuity Initial Investment Present Value of Annuity
20. 1180 College Savings Calculation
21. 1191 Retirement Savings FV of Annuity
22. 1200 What if We Saved Our $5 a Day Coffee Habit
23. 1210 Option to Receive Money Today vs a Series of Payments
24. 1213 Loan Payment Calculation & Amortization Table
25. 1215 Monthly Loan Payment Calculation & Amortization Table
26. 1217 Annuity Due or Annuity Beginning Period
27. 1218 Present Value Monthly Periods
28. 1222 Present Value Annuity Monthly Periods
29. 1225 Future Value Monthly Periods
30. 1230 Future Value Annuity Monthly Periods
31. 1235 Annuity Due Present Value
32. 1240 Present Value of Annuity using Non-Annuity Excel Functions
33. 1245 Future Value of Annuity using Non-Annuity Excel Functions
34. 1250 Home Loan Payment Calculation & Amortization Table
35. 1255 Retirement Plan Worksheet
1. 2010 Personal Money Management Overview
2. 2020 Personal Financial Statements Overview
3. 2030 Personal Financial Statements & Bookkeeping Tools
4. 2040 Personal Balance Sheet Creation
5. 2045 Create Personal Income Statement
6. 2050 Create a Personal Budget Overview
7. 2055 Common Personal Finance Ratios
8. 2060 Budget Example & Recommended Category Percentages
1. 2110 Balance Sheet Accounts & Accounting Equation
2. 2120 Balance Sheet Accounts & Accounting Equation Prob. 2
3. 2130 Personal Financial Statements part 1
4. 2131 Personal Financial Statements Part 2 Income Statement
5. 2140 Accounting Equation
6. 2150 Debt Ratio, Current Ratio, & Other Common Ratios
7. 2190 Flexible Personal Budget
8. 2200 Budget vs Actual Performance
9. 2300 Financial Statement & Budget Part 1 Balance Sheet
10. 2301 Financial Statement & Budget Part 2 Income Statement
11. 2302 Financial Statement & Budget Part 3 Budget vs Actual
12. 2400 Budget for 12 Months
1. 2110 Balance Sheet Accounts & Accounting Equation
2. 2120 Balance Sheet Accounts & Accounting Equation Prob. 2
3. 2130 Personal Financial Statements Part 1
4. 2131 Personal Financial Statements Part 2 Income Statement
5. 2140 Accounting Equation
6. 2150 Debt Ratio, Current Ratio, & Other Common Ratios
7. 2190 Flexible Personal Budget
8. 2200 Budget vs Actual Analysis
9. 2300 Financial Statement & Budget Part 1 Balance Sheet
10. 2301 Financial Statement & Budget Part 2 Income Statement
11. 2302 Financial Statement & Budget Part 3 Budget vs Actual
12. 2400 Budget for 12 Months
13. 2500 Excel Budget Templates
1. 3010 Tax Planning in Money Management Overview
2. 3015 Tax Record Keeping System
3. 3020 Marginal Tax, Average Tax, Deductions, & Credits
4. 3030 Tax Payments, Deadlines, & Penalties
5. 3035 Filing Status
6. 3040 Tax Preparation Options
7. 3045 Tax Exempt & Tax Deferred Investments
1. 4010 Financial Institutions Deposit Institutions
2. 4020 Financial Institutions Non-Deposit Institutions
3. 4022 Non-Bank Financial Service Providers
4. 4025 Other Financial Service Providers
5. 4030 Types of Financial Services
6. 4035 Savings Services
7. 4040 Credit Services
8. 4045 Investment Services
9. 4050 Other Financial Services
10. 4055 Common Money Managing Mistakes
11. 4060 Financing Personal Expenses
12. 4065 Consumer Interest Rates & Prices
13. 4070 How to Select a Financial Institution
14. 4075 Selecting a Savings Plan
15. 4085 Digital Payments
16. 4090 Should I Use Debit Card or Credit Card For Daily Purchases
17. 4095 Checking Account Selection Factors
18. 4097 Individual Checking Account vs Joint Checking Account
19. 4100 Reconciling Checking Account Methods
1. 4110 Fees Long Term Costs
2. 4120 High Short Term Loan Rates Annualized
3. 4130 Savings Scenarios
4. 4150 Investment Earnings & After-Tax Yield
5. 4180 CD Penalty Calculation
6. 4200 Overdraft Protection Costs Calculation
7. 4420 Bank Reconciliation
1. 4110 Fees Long Term Costs
2. 4120 High Short Term Loan Rates Annualized
3. 4130 Savings Scenarios
4. 4150 Investment Earnings & After-Tax Yield
5. 4180 CD Penalty Calculation
6. 4200 Overdraft Protection Costs Calculation
7. 4420 Bank Reconciliation
1. 4110 Fees Long Term Costs
2. 4120 High Short Term Loan Rates Annualized
3. 4130 Savings Scenarios
4. 4150 Investment Earnings & After-Tax Yield
5. 4180 CD Penalty Calculation
6. 4200 Overdraft Protection Costs Calculation
7. 4420 Bank Reconciliation
8. 9.10 Bank Reconciliation January
9. 9.12 Bank Reconciliation Adjusting Entries January
10. 9.15 Bank Reconciliation February
11. 9.20 Bank Reconciliation Feb. Adjusting Entries
1. 5100 Consumer Credit Overview
2. 5110 Credit Advantages & Disadvantages
3. 5115 Closed-End Credit vs Open-End Credit
4. 5120 Loan Types & Institutions Commercial Banks
5. 5125 Loan Types & Institutions Consumer Finance Companies
6. 5130 Loan Types & Institutions Credit Unions
7. 5135 Loan Types & Institutions Life Insurance Companies
8. 5140 Loan Types & Institutions Federal Savings Bank
9. 5145 Loan Options by Expense Level
10. 5150 5 C's of Credit Credit History
11. 5155 Credit Scores & How They're Calculated
12. 5160 5 C's of Credit Capacity
13. 5165 5 C's of Credit - Collateral
14. 5170 5 C's of Credit Capital
15. 5175 5 C's of Credit Conditions
16. 5180 Equal Credit Opportunity Act (ECOA)
17. 5190 Options if Denied Credit
18. 5195 Cost of Credit
19. 5200 Loan Components and Trade Offs
20. 5210 Interest Calculation Methods
21. 5215 Credit Billing Error & Disputes
22. 5220 Credit & What to do if Identity is Stolen
23. 5225 Protecting Your Credit From Theft or Loss
24. 5230 Cosigning a Loan
25. 5235 Debt Problem Warning Signs
26. 5240 Financial Counseling Services
27. 5250 Declaring Personal Bankruptcy
1. 5110 Home Loan Borrowing Limit
2. 5122 Debt Payments to Income Ratio
3. 5162 Calculate APR and Payment Home Loan
4. 5171 Pay Period Comparisons
5. 5175 APR Simple Interest Examples
6. 5177 APR Two Installment Loans Comparison
7. 5163 Mortgage Rate (APR) Break Even Point
8. 5179 Add on Interest Rate Loan
1. 5110 Home Loan Borrowing Limit
2. 5122 Debt Payments to Income Ratio
3. 5162 Calculate ARP and Payment Home Loan
4. 5163 Mortgage Rate (APR) Break Even Point
5. 5171 Pay Period Comparisons
6. 5175 APR Simple Interest Example
7. 5177 APR Two Installment Loans Comparison
8. 5179 Add on Interest Rate Loan
1. 6010 Buying Strategies For Large Items Including a Car Overview
2. 6020 Warranties
3. 6025 Large Purchase Process Like Car Overview
4. 6030 Large Purchase Process Car – Lease or Buy
5. 6040 Large Purchase Process Car - Determining the Price
6. 6050 Large Purchase Process Car – Post-purchase Steps
7. 6060 Large Purchase Process Car – Resolving Consumer Complaints
1. 6110 Membership Purchase Decision
2. 6120 Purchase on Credit vs Cash Decision
3. 6130 Unit Price Calculation
4. 6140 Cost of Service Contract vs Investment
5. 6150 Business with Franchise Fees Break Even Point
6. 6160 Decision to Buy Appliance Net Present Value
7. 6170 Coupon Savings Calculation
8. 6180 Car Lease vs Purchase Decisions
9. 6190 Auto Operation Cost Calculation and Projection
10. 6210 Loan Periods Impact on Payment (1)
1. 6110 Membership Purchase Decision
2. 6120 Purchase on Credit vs Cash Decision
3. 6130 Unit Price Calculation
4. 6140 Cost of Service Contract vs Investment
5. 6150 Business with Franchise Fees Break Even Point
6. 6160 Decision to Buy Appliance Net Present Value
7. 6170 Coupon Savings Calculation
8. 6180 Car Lease vs Purchase Decisions
9. 6190 Auto Operation Cost Calculation & Projection
10. 6210 Lone Periods Impact on Payment
1. 7010 Rent vs Buy Home Decision Overview
2. 7020 Housing Rental Process Overview
3. 7030 Selecting an Apartment Overview
4. 7040 Lease Part 1
5. 7045 Lease Part 2
6. 8010 Home Buying Activities Overview
7. 8030 Buying a Home Remotely
8. 8050 Importance of Home Inspection Contingency
9. 8070 How Long Does Buying a Home Take
10. 8090 Best Home Buying Apps
11. 8110 Financing Basics for First Time Homebuyers
12. 8130 How to Apply for a Mortgage Loan
13. 8150 What Is a Mortgagee Clause
14. 8170 What to Know About Your Escrow Balance 2
15. 8170 What to Know About Your Escrow Balance 1
16. 8190 Loan Officer vs. Mortgage Broker
17. 8200 Listing Broker
18. 8220 What’s in Your Escrow Balance and How You Can Track It
19. 8240 Should I Lock My Mortgage Rate Today
20. 8260 How to Buy a House With Bad Credit
21. 8280 What is a No-Closing-Cost Mortgage
22. 8300 Home Warranties
23. 8320 Loan Estimate
24. 8340 Home Inspection Companies
25. 8360 Buying a Foreclosed House Top 5 Pitfalls
26. 8380 Home Appraisals
27. 8420 Starter Home
28. 8440 Common Mistakes of First Time Home Buyers
29. 8480 FHA Single Family Title II
30. 8500 Mortgage Points
31. 8520 Adjustable-Rate Mortgage (ARM)
32. 8540 Second Mortgage
33. 8560 Reverse Mortgage
34. 8580 Refinancing
35. 8600 Paying Off Your Mortgage Early
36. 8620 Principal Residence Exclusion.
37. 8660 To Do Before Calling a Real Estate Agent
38. 8640 What Not to Fix When Selling a House
39. 8680 List Price
40. 8700 Seller-Paid Points
41. 8710 Exclusive Listing
42. 8720 Home Sale Negotiating Strategies
43. 8740 Short Sale
1. 7040 Estimated Monthly Cost Purchase Condominium
2. 7050 Estimate Affordable Home Purchase Price
3. 7060 Home Loan Comparison
4. 7100 Saving for Down Payment on Home
5. 7140 Buy or Rent Decision Problem 1
6. 7222 Buy or Rent Home Decision Problem 2 Part 111a81b37.autosave
7. 7233 Estimated Home Price from Monthly Income
1. 7040 Estimated Monthly Cost Purchase Condominium
2. 7050 Estimate Affordable Home Purchase Price Part 1
3. 7052 Estimate Affordable Home Purchase Price Part 2
4. 7060 Home Loan Comparison
5. 7080 Adjustable-Rate Mortgage (ARM) Rate Increase .
6. 7100 Saving for Down Payment on Home
7. 7140 Buy or Rent Home Decision Problem 1 Part 1
8. 7142 Buy or Rent Home Decision Problem 1 Part 2
9. 7222 Buy or Rent Home Decision Problem 2 Part 1
10. 7224 Buy or Rent Home Decision Problem 2 Part 2
11. 7233 Estimated Home Price from Monthly Income Part 1
12. 7235 Estimated Home Price from Monthly Income Part 2
13. 7237 Estimated Home Price from Monthly Income Part 3
1. 8760 What is Insurance
2. 8770 Risk Terminology
3. 8780 Risk Management Strategies Overview
4. 8790 Personal Insurance Plan Overview
5. 8800 Property Insurance
6. 8820 Property Insurance Planning
7. 8840 Liability Insurance
8. 8845 Liability Insurance Companies16c8c3.autosave
9. 8850 Homeowners Insurance
10. 8855 Renter's Insurance
11. 8857 Car Insurance
12. 8860 Automobile Insurance
13. 8861 Automobile Insurance Part 2
14. 8875 Actual Cash Value
1. 8020 Cash Value Insurance Payment Calculation
2. 8040 Coinsurance Provision Payment Calculation
3. 8060 Car Insurance Payment Calculation
4. 8070 Insurance Payment Calculation Property Damage
5. 8080 Savings from Insurance Discount Calculation
6. 8090 Homeowner’s Insurance Coverage for Personal Belongings Payout Calculation
7. 8110 Recovery Period for Maintenance to Reduce Insurance Premium
1. 8020 Cash Value Insurance Payment Calculation
2. 8040 Coinsurance Provision Payment Calculation
3. 8060 Car Insurance Payment Calculation
4. 8070 Insurance Payment Calculation Property Damage
5. 8080 Savings from Insurance Discount Calculation
6. 8110 Recovery Period for Maintenance to Reduce Insurance Premium
7. 8215 Comp. Prob. Part 2 – Balance Sheet
8. 8217 Comp. Prob. Part 3 – Income Statement Accrual vs Cash Basis
9. 8220 Comp. Prob. Part 4 – Estimated Property Insurance Needed
1. 9020 Health Insurance Overview
2. 9040 Group Health Insurance
3. 9060 Health Insurance Requirements
4. 9080 Affordable Care Act (ACA)
5. 9090 Private Health Insurance
6. 9092 Private Health Insurance Part 2
7. 9100 Health Maintenance Organization
8. 9110 Preferred Provider Organization (PPO)
9. 9120 Point-of-Service (POS) Plan
10. 9130 How High-Deductible Health Plans Work
11. 9140 Coinsurance and Copays
12. 9150 Co-pay and Deductible
13. 9160 Preexisting Condition
14. 9170 Health Insurance Cost
15. 9180 What is Not Covered by Health Insurance
16. 9200 Insurance Companies
17. 9210 Consolidated Omnibus Budget Reconciliation Act (COBRA)
18. 9220 Dental Insurance Overview
19. 9230 Decision to Buy Dental Insurance
20. 9240 Dental Insurance Shopping
21. 9260 Dental Insurance and Obamacare
22. 9265 Dental Insurance and Crowns
23. 9270 Dental Insurance and Dentures
24. 9280 Dental Insurance and Teeth Whitening
25. 9290 Dental Insurance and Taxes
26. 9300 Dental Insurance AND Flexible Spending Account (FSA)
27. 9320 Vision Care Insurance
28. 9330 Decision to Purchase Vision Insurance
29. 9340 Vision Insurance Companies
30. 9350 Eldercare Strategies
31. 9360 Long-Term Care (LTC) Insurance Overview
32. 9370 Alternatives to Long-Term Care (LTC) Insurance
33. 9380 Medicaid vs. Long-Term Care Insurance
34. 9390 Medicaid and Nursing Homes
35. 9400 Asset Protection Trust for Seniors
36. 9410 Retirement Communities Overview
37. 9420 Retirement Community Costs
38. 9440 Skilled Nursing Facility
39. 9450 Flexible Spending Account (FSA)
40. 9460 Health Savings Account (HSA)
41. 9470 Health Reimbursement Arrangement (HRA)
42. 9480 Voluntary Employees’ Beneficiary Association Plan (VEBA)
43. 9490 Archer MSA
44. 9500 Medicare Overview
45. 9510 Medicare Eligibility Age
46. 9520 Medicare Part A
47. 9530 Medicare Part B Premium
48. 9540 Medicare Star-Rating System
49. 9550 Medicare Part D Providers
50. 9560 Medigap Overview
51. 9570 Medigap – Who is if For
52. 9580 Medicare Supplement Insurance Companies
53. 9590 Medicare Advantage
54. 9600 Medicare Advantage vs. Medigap
55. 9610 Medicare Advantage Plans
56. 9620 Disability Income (DI) Insurance
57. 9630 Disability Insurance Companies
58. 9640 Workers' Compensation Overview (1)
59. 9650 Workers’ Compensation Insurance Companies
60. 9660 Social Security Disability Insurance (SSDI)
1. 9010 Insurance Payments for Medical Claims Calculation
2. 9020 Health Insurance Payment Comparison
3. 9030 Health Insurance Out of Pocket Max or Stop Loss Cap
4. 9040 9040 Disability Insurance Payment Calculation
5. 9050 PPO Payout Calculation
6. 9090 Projected Hearth Care Costs
1. 9010 Insurance Payments for Medical Claims Calculation
2. 9020 Health Insurance Payment Comparison
3. 9030 Health Insurance Out of Pocket Max or Stop Loss Cap
4. 9040 Disability Insurance Payment Calculation
5. 9090 Projected Health Care Costs
1. 10100 Life Insurance Overview Part 1
2. 10105 Life Insurance Overview Part 2
3. 10110 What Age to Get Life Insurance
4. 10120 Decision to Purchase Life Insurance
5. 10130 Life Insurance Application Process
6. 10140 Whole Life vs. Universal Life Insurance
7. 10150 Life Insurance Companies
8. 10160 Term Life Insurance
9. 10170 Group Term Life Insurance
10. 10180 Permanent Life Insurance
11. 10190 Cash Value Life Insurance
12. 10200 Whole Life Insurance
13. 10210 Universal Life (UL) Insurance
14. 10220 Variable Universal Life (VUL) Insurance
15. 10230 Indexed Universal Life Insurance (IUL)
16. 10240 Paid-Up Additional Insurance
17. 10260 Adjustable Life Insurance
18. 10270 Guaranteed Issue Life Insurance
19. 10280 Final Expense Insurance
20. 10290 Burial Insurance (1)
21. 10300 Life Insurance Riders (1)
22. 10310 IRA vs. Life Insurance for Retirement Saving
23. 10320 Life Insurance Payouts
24. 10330 Taxes on Life Insurance Premiums
25. 10340 Life Insurance Policy Loan and Taxes
26. 10360 Deferred Annuity
27. 10370 Indexed Annuity
28. 10380 Fixed Annuity
29. 10390 Variable Annuity
30. 10400 Immediate Variable Annuity
1. 10005 Online Life Insurance Calculators
2. 10010 Simple Life Insurance Calculation
3. 10020 Simple Life Insurance Calculation for Couple with No Kids
4. 10030 Life Insurance Calculation Based on Child Age.
1. 10010 Simple Life Insurance Calculation
2. 10020 Simple Life Insurance Calculation for Couple with No Kids
3. 10030 Life Insurance Calculation Based on Child Age
4. 10131 Life Insurance Calculation Tools Part 1
5. 10132 Life Insurance Calculation Tools Part 2
6. 10133 Life Insurance Calculation Tools Part 3 – College
7. 10134 Life Insurance Calculation Tools Part 4 – Mortgage
8. 10140 Life Insurance Using Personal Financial Statements Part 1
9. 10141 Life Insurance Using Personal Financial Statements Part 2 Income Statement
10. 10142 Life Insurance Using Personal Financial Statements Part 3 Income Statement
11. 10143 Life Insurance Using Personal Financial Statements Part 4 Gross Income
12. 10145 Life Insurance Using Personal Financial Statements Part 6 Mortgage
13. 10144 Life Insurance Using Personal Financial Statements Part 5 Expenses
14. 10146 Life Insurance Using Personal Financial Statements Part 7 Decreasing Balan
15. 10147 Life Insurance Using Personal Financial Statements Part 8 Decreasing Balance 2
1. 11010 Investing Overview Part 1
2. 11015 Investing Overview Part 2
3. 11020 Time Horizons and Investing Goals
4. 11030 Investment Strategy
5. 11040 Personal Finance Checkup
6. 11050 Interest Rate Risk
7. 11060 Market Risk
8. 11070 Common Stock
9. 11080 Mutual Fund Part 1
10. 11081 Mutual Fund Part 2
11. 11082 Mutual Fund Part 3
12. 11090 Liquidity Risk
13. 11100 Asset Allocation
14. 11110 Asset Allocation Strategies
15. 11120 Asset Allocation Fund
16. 11130 Diversification
17. 11140 Government Bond
18. 11150 Municipal Bonds
19. 11160 General Obligation (GO) Bond
20. 11170 Treasury Bills (T-Bills)
21. 11180 Treasury Note
22. 11190 Treasury Inflation-Protected Securities (TIPS)
23. 11200 Treasury Bond (T-Bond)
24. 11210 Revenue Bond
25. 11220 Tax-Equivalent Yield
26. 11230 Fixed-Income Security
27. 11240 Understanding Interest Rates, Inflation, and Bonds
28. 11250 Corporate Bond
29. 11260 Convertible Bond
30. 11270 High-Yield Bond
31. 11290 Callable Bond
32. 11300 Bond Market vs. Stock Market
33. 11310 Cash vs. Bonds
34. 11320 Money Market vs. Short-Term Bonds
35. 11330 Bonds and Secondary Market
36. 11340 Zero-Coupon Bond vs Regular Bond
37. 11350 How Bond Market Pricing Works
38. 11360 Treasury Bonds and Retirements
39. 11370 Mortgage-Backed Security (MBS)
40. 11380 Asset-Backed Security (ABS)
41. 11390 Agency Bond
42. 11400 Collateralized Debt Obligation (CDO)
43. 11410 Sinking Fund
44. 11420 Serial Bond
45. 11430 Bond Rating
46. 11440 Bond Yield
1. 11020 Investment Estimated Gains Time Value of Money
2. 11030 Tax Equivalent Yield
3. 11035 Tax Equivalent Yield Tax Rate Comparison
4. 11110 Bond Price Using Excel
5. 11120 Coupon Rate and Current Yield
6. 11130 Yield to Maturity and Effective Annual Yield
7. 11140 Yield Curve
8. 11200 Coupon Rate, Current Yield, YTM, and Market Price for Discount Bond
9. 11210 Coupon Rate, Current Yield, YTM, and Market Price for Premium Bond
10. 11220 Graphing Bond Price
11. 11250 Bond Price for Multiple Bonds
12. 11260 Debentures that are Callable Price
13. 11270 Change in Bond Rating Impact on Price
14. 11280 Zero Coupons Bond Price Calculation
15. 11295 Bond Purchased on Margin – Leverage Investment
1. 11020 Investment Estimated Gains - Time Value of Money
2. 11030 Tax Equivalent Yield
3. 11035 Tax Equivalent Yield Tax Rate Comparison
4. 11110 Bond Price Using Excel
5. 11120 Coupon Rate and Current Yield (1)
6. 11130 Yield to Maturity and Effective Annual Yield
7. 11140 Yield Curve
8. 11200 Coupon Rate, Current Yield, YTM, and Market Price for Discount Bond
9. 11210 Coupon Rate, Current Yield, YTM, and Market Price for Discount Premium
10. 11220 Graphing Bond Price Part 1
11. 11250 Bond Price for Multiple Bonds
12. 11260 Debentures that are Callable Price
13. 11270 Change in Bond Rating Impact on Price
14. 11222 Graphing Bond Price Part 2
15. 11280 Zero Coupons Bond Price Calculation
16. 11224 Graphing Bond Price Part 3
1. 12010 Stock Market
2. 12020 Primary and Secondary Markets
3. 12030 How to Buy and Sell Stocks
4. 12040 Trading Hours
5. 12050 Stock Exchanges
6. 12060 Stock Investing Introduction
7. 12070 What Owning Stock Means
8. 12080 Trading a Stock
9. 12090 Selling Stock
10. 12100 Income, Value, and Growth Stocks
11. 12110 Stock Commissions and Fees
12. 12120 Brokerage Account
13. 12130 Investing vs. Trading
14. 12140 Stock vs. ETF
15. 12150 Mutual Fund vs Stock
16. 12160 ETF vs. Mutual Fund
17. 12170 Options and Futures
18. 12190 Investment Returns Calculation
19. 12200 Corporate Actions
20. 12240 Stock Sectors
21. 12250 Analyze a Company's Financial Position
22. 12260 Technical Analysis
23. 12270 Stock Split
24. 12280 Reverse Stock Split
25. 12290 Preferred Stock
26. 12300 Convertible Preferred Stock
27. 12310 Cumulative Preferred Stock
28. 12320 Perpetual Preferred Stock
29. 12330 Callable Preferred Stock
30. 12340 Adjustable-Rate Preferred Stock (ARPS)
31. 12360 Participating Preferred Stock
32. 12370 Earnings Season
33. 12380 Earnings Per Share (EPS)
34. 12400 Diluted Earnings Per Share (Diluted EPS)
35. 12410 Cash Earnings Per Share (Cash EPS)
36. 12430 Forward Dividend Yield
37. 12440 Price-to-Earnings (P E) Ratio
38. 12490 Dollar-Cost Averaging
39. 12500 Value Averaging
40. 12450 Forward Price-to-Earnings (Forward P E)
41. 12460 Beta Calculation
42. 12470 Book Value Per Share (BVPS)
43. 12480 Dividend Discount Model – DDM
44. 12520 Dividend Reinvestment Plan (DRIP)
45. 12530 Buying on Margin
46. 12540 Short Selling
47. 12550 Capital Asset Pricing Model (CAPM)
1. 12010 Dividend Income Estimation
2. 12011 Book Value Per Share(ONENOTE)
3. 12020 Calculating Dividend Payments
4. 12040 Dividends & Gains on Investment Calculation
5. 12070 Earnings Per Share & Price Earnings Ratio
6. 12112 Even Investment Stock Portfolio Calculation
7. 12230 Estimated Future Dividends & EPS
8. 12210 Stock Price Calculation Assuming Constant Dividends & No Growth
9. 12220 Stock Price Calculation Assuming Constant Growth & Dividends
10. 12240 Estimated Stock ROI Assuming Constant Dividends & Growth
11. 12260 Preferred Stock Current Yield & Price Calculation
12. 12270 Stock Split vs Stock Dividends
13. 12280 Dividend Yield, EPS, PE, & Payout Ratio
1. 12010 Dividend Income Estimation
2. 12011 Book Value Per Share
3. 12020 Calculating Dividend Payments
4. 12040 Dividends and Gains on Investment Calculation
5. 12070 Earnings Per Share and Price Earnings Ratio
6. 12230 Estimated Future Dividends & EPS
7. 12260 Preferred Stock Current Yield & Price Calculation
8. 12210 Stock Price Calculation Assuming Constant Dividends & No Growth
9. 12112 Even Investment Stock Portfolio Calculation
10. 12220 Stock Price Calculation Assuming Constant Growth & Dividends
11. 12240 Estimated Stock ROI Assuming Constant Dividends & Growth
12. 12270 Stock Split vs Stock Dividends
13. 12280 Dividend Yield, EPS, PE, & Payout Ratio
1. 13030 Open-End Fund
2. 13040 Net Asset Value (NAV)
3. 13050 Load Fund
4. 13060 No-Load Fund
5. 13070 Management fee
6. 13080 12b-1 Fund
7. 13090 Expense Ratio
8. 13100 Types of Mutual Funds Overview
9. 13110 Money Market Funds
10. 13120 Bond funds
11. 13130 Balanced Funds
12. 13140 Stock Funds
13. 13150 International Funds
14. 13160 Sector & Specialty Funds
15. 13170 Aggressive Growth Fund
16. 13180 Growth Fund
17. 13190 Income Fund
18. 13200 Small-Cap
19. 13210 Midcap Fund
20. 13220 Large Cap (Big Cap)
21. 13230 Global Fund
22. 13240 Regional Fund
23. 13260 Index Funds
24. 13250 International Fund
25. 13280 Socially Responsible Mutual Funds
26. 13290 Asset Allocation Fund
27. 13310 Fund of Funds (FOF)
28. 13300 Balanced Fund
29. 13340 Family of Funds3e90f7.autosave
1. 13010 Mutual Fund Net Asset Value Per Share
2. 13020 Mutual Fund Commission Load Front End Load
3. 13030 Mutual Fund Contingent Deferred Sales Load
4. 13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution
5. 13110 Mutual Fund Gain Loss Calculation
6. 13111 Mutual Fund Periodic Investment Average Cost Calculation
1. 13010 Mutual Fund Net Asset Value Per Share
2. 13020 Mutual Fund Commission Load Front End Load
3. 13030 Mutual Fund Contingent Deferred Sales Load
4. 13110 Mutual Fund Gain Loss Calculation
5. 13111 Mutual Fund Periodic Investment Average Cost Calculation
6. 13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution
1. 14050 Saving for Retirement Overview13f5dd.autosave7e5167.autosave
2. 14060 Employer Pension Plans
3. 14070 Social Security Insurance116ab6a.autosave162ab49.autosave
4. 14071 Social Security - Much Will You Get
5. 14072 When to Take Social Security
6. 14073 Social Security and Taxesa11405.autosave
7. 14074 Social Security & the Self-Employed
8. 14075 Social Security Benefits and Income
9. 14076 Social Security Spousal Benefits6a2d27.autosave
10. 14080 Estate Planning
11. 14090 Simple Will
12. 14100 Living Trust
13. 14110 Marital Trust
14. 14120 Exemption Trust
15. 14130 Probate
16. 14140 Holographic Will1e79a3b.autosave
17. 14150 Executorc24fa7.autosave
18. 14160 Rewriting Your Will After Divorce
19. 14170 Living Will
20. 14180 Power of Attorney
21. 14190 Revocable Trust vs. Irrevocable Trust15990a9.autosave
22. 14200 Credit Shelter Trust (CST)
23. 14210 Disclaimer Trust
24. 14220 Testamentary Trust324bdea.autosave
25. 14230 Estate Tax
26. 14240 Inheritance Tax
27. 14250 Gift Tax

About this course

$75.00
672 lessons
179 hours of video content

Description

This course will cover personal finance concepts, starting from the basics, and moving to complex topics. We will cover each step thoroughly.

We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.

Learners will understand the similarities and differenced between personal finance and business finance. We will discuss how to set personal financial goals, taking into consideration the life cycle and specific life situations and preferences.

The course will discuss the differences and overlap in fields necessary to make effective personal financial plans including economics, accounting, and finance.

We will also learn about the concept of time value of money, being able to perform present value and future value calculations and know when such calculations are necessary. Time value of money concepts are some of the most difficult concepts to fully grasp, but they are required when making decisions that will impact future periods like retirement savings decisions. We will go into time value of money concepts early in the course, so we have them ready whenever needed as we move forward in the course.

Learners will also learn about money managing skills, skills related to accounting, compiling financial data into financial reports, and using those reports to construct budgets.

Presentations - Personal Finance Core Concepts

Practice Probs. - Personal Finance Core Concepts

Excel Probs. - Personal Finance Core Concepts

Presentations - Money Management, Financial Statements, & Budgets

Practice Probs. - Money Management, Financial Statements, & Budgets

Excel Probs. - Money Management, Financial Statements, & Budgets

Presentations - Financial Services, Financial Institutions, & Savings Plans

Presentations - Financial Services, Financial Institutions, Bank Reconciliations

Practice Probs. Financial Services, Financial Institutions, Bank Reconciliations

Practice Probs. Financial Services, Financial Institutions, Bank Reconciliations

Excel Probs. - Financial Services, Financial Institutions, Bank Reconciliations

Presentations - Credit: Sources, Costs, Advantages and Disadvantages

Practice Probs. - Credit: Sources, Costs, Advantages and Disadvantages

Excel Probs. - Credit: Sources, Costs, Advantages and Disadvantages

Presentations - Purchasing Strategies

Practice Probs. - Purchasing Strategies

Excel Probs. - Purchasing Strategies

Presentations - Housing: Purchase or Renting

Practice Probs. - Housing: Purchase or Renting

Excel Probs. - Housing: Purchase or Renting

Presentations - Insurance - Home and Automobile

Practice Probs. - Insurance - Home and Automobile

Excel Probs. - Insurance - Home and Automobile

Presentations -Medical and Disability Insurance

Practice Probs. - Medical and Disability Insurance

Excel Probs. - Medical and Disability Insurance

Presentations - Life Insurance

Practice Probs. - Life Insurance

Excel Probs - Life Insurance

Presentations - Bonds Investing

Practice Probs. - Bonds Investing

Excel Probs. - Bonds Investing

Presentations – Stocks – Equity Investing

Practice Probs. - Stocks – Equity Investing

Excel Probs. - Stocks – Equity Investing

Presentations – Mutual Funds

Practice Probs. – Mutual Funds

Excel Probs. – Mutual Funds

PP-Retirement & Estate Planning Basics

About this course