Personal Finance #5-Purchasing Strategies

Personal Finance #5-Purchasing Strategies, available at $49.99, has an average rating of 3.75, with 27 lectures, based on 12 reviews, and has 11403 subscribers.

You will learn about Buying strategies for large items How warranties impact the purchase decision Strategies for purchasing a car How to make the decision to buy or lease a car List and explain post purchase steps This course is ideal for individuals who are Individuals or Financial planners It is particularly useful for Individuals or Financial planners.

Enroll now: Personal Finance #5-Purchasing Strategies

Summary

Title: Personal Finance #5-Purchasing Strategies

Price: $49.99

Average Rating: 3.75

Number of Lectures: 27

Number of Published Lectures: 27

Number of Curriculum Items: 27

Number of Published Curriculum Objects: 27

Original Price: $119.99

Quality Status: approved

Status: Live

What You Will Learn

Buying strategies for large items

How warranties impact the purchase decision

Strategies for purchasing a car

How to make the decision to buy or lease a car

List and explain post purchase steps

Who Should Attend

Individuals

Financial planners

Target Audiences

Individuals

Financial planners

This course will concentrate on large personal purchases, outlining buying strategies to make the best long-term purchase decisions.

Human beings are great at short-term decisions, those where we can hone down our habits, training our gut so that we can trust our gut during future similar discussions.

However, we are not as good at making decisions that impact multiple years into the future, in part because we do not make them as often, so we don’t have the opportunity to train our gut the same way we do with short-term decisions.

With long-term decisions, we need a formal decision-making process instead of trusting our habits and gut.

We will not be focusing on a home purchase in this course, even though it is one of the most significant individual purchases because the home purchase is sufficiently complex to warrant its own course. However, we can apply many of the concepts we discuss here to a home purchase decision too.

Learners will learn how to make purchasing decisions related to a car and large appliances. We will also discuss warranties and how they impact our significant purchase decisions.

The course will cover the decision to purchase a car versus leasing a vehicle.

The course will include example problems to make concepts more concrete.

It will also have practice problems, including downloadable Excel Workbooks, which users may also open using Google Sheets.

The Excel Workbooks will generally have at least two tabs. One tab will have the answer key so learners can deconstruct the problem. The second tab is where we work the practice problem step-by-step along with the instructional videos.

Course Curriculum

Chapter 1: Presentations

Lecture 1: 6010 Buying Strategies For Large Items Including a Car Overview

Lecture 2: 6020 Warranties

Lecture 3: 6025 Large Purchase Process Like Car Overview

Lecture 4: 6030 Large Purchase Process Car – Lease or Buy

Lecture 5: 6040 Large Purchase Process Car – Determining the Price

Lecture 6: 6050 Large Purchase Process Car – Post-purchase Steps

Lecture 7: 6060 Large Purchase Process Car – Resolving Consumer Complaints

Chapter 2: Problems

Lecture 1: 6110 Membership Purchase Decision

Lecture 2: 6120 Purchase on Credit vs Cash Decision

Lecture 3: 6130 Unit Price Calculation

Lecture 4: 6140 Cost of Service Contract vs Investment

Lecture 5: 6150 Business with Franchise Fees Break Even Point

Lecture 6: 6160 Decision to Buy Appliance Net Present Value

Lecture 7: 6170 Coupon Savings Calculation

Lecture 8: 6180 Car Lease vs Purchase Decisions

Lecture 9: 6190 Auto Operation Cost Calculation and Projection

Lecture 10: 6210 Loan Periods Impact on Payment

Chapter 3: Excel Problems

Lecture 1: 6110 Membership Purchase Decision

Lecture 2: 6120 Purchase on Credit vs Cash Decision

Lecture 3: 6130 Unit Price Calculation

Lecture 4: 6140 Cost of Service Contract vs Investment

Lecture 5: 6150 Business with Franchise Fees Break Even Point

Lecture 6: 6160 Decision to Buy Appliance Net Present Value

Lecture 7: 6170 Coupon Savings Calculation

Lecture 8: 6180 Car Lease vs Purchase Decisions

Lecture 9: 6190 Auto Operation Cost Calculation & Projection

Lecture 10: 6210 Lone Periods Impact on Payment

Instructors

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

Rating Distribution

1 stars: 0 votes

2 stars: 2 votes

3 stars: 3 votes

4 stars: 5 votes

5 stars: 2 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!