Course curriculum

  • 1

    Introduction

    • Course Roadmap DRAFT

    • Instructor Biography: Yuval Bar-Or, PhD

  • 2

    Formulate a Financial Plan

    • Formulate a Financial Plan

    • Time Value of Money

  • 3

    Know Your Net Worth

    • Know Your Net Worth

  • 4

    Manage Debt

    • Understand Debt & Credit Scores

    • Manage Student Debt

    • Manage Mortgage Debt

  • 5

    Accumulate Assets

    • Accumulate Assets

    • Assemble a Rainy-Day Fund

    • 529 College Savings Plans

    • Controversial and Precarious Assets

  • 6

    Budget to Live Within Your Means

    • Budget to Live Within Your Means

  • 7

    Learn & Apply Investing Basics

    • Understand Investing Basics

    • Assemble a Passive Investment Portfolio

  • 8

    Plan for Retirement

    • Plan for Retirement

    • Retirement Account Types

  • 9

    Insure People and Property

    • Insurance Basics

    • Insurance Terminology & Some Key Features

    • Life Insurance

    • Disability Insurance

    • Property and Casualty Insurance