Personal Finance

Personal Finance, available at $84.99, has an average rating of 4.58, with 683 lectures, based on 383 reviews, and has 74774 subscribers.

You will learn about Explain the differences between personal finance and corporate finance Set personal financial goals for different points in the life cycle, circumstances, and personal preferences Describe time value of money concepts Calculate future value using multiple methods Calculate present value using multiple methods Describe money managing skills Compile personal financial statements including a balance sheet and income statement Create a budget Create a budget vs actual report Calculate & analyze common personal financial ratios This course is ideal for individuals who are Business students or Business professionals It is particularly useful for Business students or Business professionals.

Enroll now: Personal Finance

Summary

Title: Personal Finance

Price: $84.99

Average Rating: 4.58

Number of Lectures: 683

Number of Published Lectures: 683

Number of Curriculum Items: 683

Number of Published Curriculum Objects: 683

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

Explain the differences between personal finance and corporate finance

Set personal financial goals for different points in the life cycle, circumstances, and personal preferences

Describe time value of money concepts

Calculate future value using multiple methods

Calculate present value using multiple methods

Describe money managing skills

Compile personal financial statements including a balance sheet and income statement

Create a budget

Create a budget vs actual report

Calculate & analyze common personal financial ratios

Who Should Attend

Business students

Business professionals

Target Audiences

Business students

Business professionals

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.

Course Curriculum

Chapter 1: Presentations – Personal Finance Core Concepts

Lecture 1: 1010 Personal Financial Planning Overview

Lecture 2: 1015 Financial Goals & Activities for Various Life Situations

Lecture 3: 1020 Finance, Economics, & Accounting

Lecture 4: 1025 Financial Goals

Lecture 5: 1030 Personal Finance Planning Procedure

Lecture 6: 1040 Time Value of Money Overview

Lecture 7: 1045 Present Value

Lecture 8: 1050 Present Value Months as Period

Lecture 9: 1055 Future Value

Lecture 10: 1060 Future Value Months As Period

Lecture 11: 1065 Future Value vs Present Value

Lecture 12: 1067 Present Value Annuity

Lecture 13: 1069 Present Value Annuity Months as Period

Lecture 14: 1071 Future Value Annuity

Lecture 15: 1073 Future Value Annuity Months

Lecture 16: 1075 Present Value Cash Flow Examples

Lecture 17: 1077 Future Value Cash Flow Examples

Lecture 18: 1079 Present Value Terms Used In Capital Budgeting

Lecture 19: 1081 Net Present Value Assumptions

Chapter 2: Practice Probs. – Personal Finance Core Concepts

Lecture 1: OneNote Resource

Lecture 2: 1111 Rule of 72 & Running Balance Calculation

Lecture 3: 1112 Excel Present Value, Future Value, & Number of Period

Lecture 4: 1113 Present Value & Future Value Mathematical Formulas

Lecture 5: 1114 Present Value & Future Value Tables

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

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

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

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

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

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

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

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

Lecture 14: 1123 Rate of Increase

Lecture 15: 1131 Inflation & Estimated Increase in Personal Expenses

Lecture 16: 1140 Home Cost Estimated Increase

Lecture 17: 1150 Savings Account Compounding Future Value

Lecture 18: 1160 Future Value Annuity Investment vs Non-Annuity

Lecture 19: 1161 Investment to Meet Goal Present Value

Lecture 20: 1162 Annuity Initial Investment Present Value of Annuity

Lecture 21: 1180 College Savings Calculation

Lecture 22: 1191 Retirement Savings FV of Annuity

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

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

Lecture 25: 1213 Loan Payment Calculation & Amortization Table

Lecture 26: 1215 Monthly Loan Payment Calculation & Amortization Table

Lecture 27: 1217 Annuity Due or Annuity Beginning Period

Lecture 28: 1218 Present Value Monthly Periods

Lecture 29: 1222 Present Value Annuity Monthly Periods

Lecture 30: 1225 Future Value Monthly Periods

Lecture 31: 1230 Future Value Annuity Monthly Periods

Lecture 32: 1235 Annuity Due Present Value

Lecture 33: 1240 Present Value of Annuity using Non Annuity Excel Functions

Lecture 34: 1245 Future Value of Annuity using Non-Annuity Excel Functions

Lecture 35: 1255 Retirement Plan Worksheet

Chapter 3: Excel Probs. – Personal Finance Core Concepts

Lecture 1: 1111 Rule of 72 & Running Balance Calculation

Lecture 2: 1112 Excel Functions Present Value, Future Value, & Number of Periods

Lecture 3: 1113 Present Value & Future Value Mathematical Formulas

Lecture 4: 1114 Present Value & Future Value Tables

Lecture 5: 1115 Rule of 72 & Running Balance Calculation Prob. 2

Lecture 6: 1116 Excel Functions Present Value, Future Value, & Number of Period

Lecture 7: 1117 Present Value & Future Value Mathematical Formulas Prob. 2

Lecture 8: 1118 Present Value & Future Value Tables

Lecture 9: 1119 Rule of 72 & Running Balance Calculation Prob. 3

Lecture 10: 1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 3

Lecture 11: 1121 Present Value & Future Value Mathematical Formulas Prob. 3

Lecture 12: 1122 Present Value & Future Value Tables

Lecture 13: 1123 Rate of Increase

Lecture 14: 1131 Inflation & Estimated Increase in Personal Expenses

Lecture 15: 1140 Home Cost Estimated Increase

Lecture 16: 1150 Savings Account Compounding Interest Future Value

Lecture 17: 1160 Future Value Annuity Investment vs Non-Annuity

Lecture 18: 1161 Investment to Meat Goal Present Value

Lecture 19: 1162 Annuity Initial Investment Present Value of Annuity

Lecture 20: 1180 College Savings Calculation

Lecture 21: 1191 Retirement Savings FV of Annuity

Lecture 22: 1200 What if We Saved Our $5 a Day Coffee Habit

Lecture 23: 1210 Option to Receive Money Today vs a Series of Payments

Lecture 24: 1213 Loan Payment Calculation & Amortization Table

Lecture 25: 1215 Monthly Loan Payment Calculation & Amortization Table

Lecture 26: 1217 Annuity Due or Annuity Beginning Period

Lecture 27: 1218 Present Value Monthly Periods

Lecture 28: 1222 Present Value Annuity Monthly Periods

Lecture 29: 1225 Future Value Monthly Periods

Lecture 30: 1230 Future Value Annuity Monthly Periods

Lecture 31: 1235 Annuity Due Present Value

Lecture 32: 1240 Present Value of Annuity using Non-Annuity Excel Functions

Lecture 33: 1245 Future Value of Annuity using Non-Annuity Excel Functions

Lecture 34: 1250 Home Loan Payment Calculation & Amortization Table

Lecture 35: 1255 Retirement Plan Worksheet

Chapter 4: Presentations – Money Management, Financial Statements, & Budgets

Lecture 1: 2010 Personal Money Management Overview

Lecture 2: 2020 Personal Financial Statements Overview

Lecture 3: 2030 Personal Financial Statements & Bookkeeping Tools

Lecture 4: 2040 Personal Balance Sheet Creation

Lecture 5: 2045 Create Personal Income Statement

Lecture 6: 2050 Create a Personal Budget Overview

Lecture 7: 2055 Common Personal Finance Ratios

Instructors

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI

Rating Distribution

1 stars: 5 votes

2 stars: 4 votes

3 stars: 43 votes

4 stars: 108 votes

5 stars: 223 votes

Frequently Asked Questions

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