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