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. OneNote

    2. 1111 Rule of 72 & Running Balance Calculation

    3. 1112 Excel Present Value, Future Value, & Number of Period

    4. 1113 Present Value & Future Value Mathematical Formulas

    5. 1114 Present Value & Future Value Tables

    6. 1115 Rule of 72 & Running Balance Calculation Prob. 2

    7. 1116 Excel Functions Present Value, Future Value, & Number of Period

    8. 1117 Present Value & Future Value Mathematical Formulas Prob. 2

    9. 1118 Present Value & Future Value Tables Prob. 2

    10. 1119 Rule of 72 & Running Balance Calculation Prob. 3

    11. 1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 3

    12. 1121 Present Value & Future Value Mathematical Formulas Prob. 3

    13. 1122 Present Value & Future Value Tables Prob. 3

    14. 1123 Rate of Increase

    15. 1131 Inflation & Estimated Increase in Personal Expenses

    16. 1140 Home Cost Estimated Increase

    17. 1150 Savings Account Compounding Future Value

    18. 1160 Future Value Annuity Investment vs Non-Annuity

    19. 1161 Investment to Meet Goal Present Value

    20. 1162 Annuity Initial Investment Present Value of Annuity

    21. 1180 College Savings Calculation

    22. 1191 Retirement Savings FV of Annuity

    23. 1200 What if We Saved Our $5 a Day Coffee Habit

    24. 1210 Option to Receive Money Today vs a Series of Payments

    25. 1213 Loan Payment Calculation & Amortization Table

    26. 1215 Monthly Loan Payment Calculation & Amortization Table

    27. 1217 Annuity Due or Annuity Beginning Period

    28. 1218 Present Value Monthly Periods

    29. 1222 Present Value Annuity Monthly Periods

    30. 1225 Future Value Monthly Periods

    31. 1230 Future Value Annuity Monthly Periods

    32. 1235 Annuity Due Present Value

    33. 1240 Present Value of Annuity using Non Annuity Excel Functions

    34. 1245 Future Value of Annuity using Non-Annuity Excel Functions

    35. 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

About this course

  • $40.00
  • 89 lessons
  • 22 hours of video content

Description

This course will cover the core introductory concepts related to personal finance.

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.

We will discuss what personal finance is and what the differences between personal finance, corporate finance, economics, and accounting are. Learners will also understand why knowing personal finance concepts is important.

You will know how to set goals using a formal structure and process based on your personal life situations.

We will also cover time value of money concepts, including present value and future value calculations. Time value of money concepts will be important whenever we are making long term plans, such as retirement plans or a child’s college education funding plan.

Human beings are quite good at making the day-to-day decisions, often doing so by instinct and habit. However, we are not so good at making long-term, risk verses reword, decisions. Therefore, a more formal process is often needed for longer-term decisions which could have large impacts. Time value of money concepts will be a critical component of the long-term decision process.