Course curriculum

  • 1

    Introduction

    • Introduction - Personal Finance Essentials
  • 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
  • 10

    Deal with Financial Advisors

    • Deal with Financial Advisors or DIY

    • Advisor Alignment Fees and Expertise

    • Find a Financial Advisor
  • 11

    Conclusion

    • Conclusion