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Personal & Family Financial Planning

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Acerca de este curso

  • Understanding Personal Finance
    • Path to financial security and time value of money.
  • Financial Statements, Tools, and Budgets
    • Managing your flows and reviewing your statements.
  • Managing Income Taxes
    • Income tax basics.
  • Building and Maintaining Good Credit
    • Credit basics.
  • Managing Risk
    • Risk management basics and insurance overview.
  • Investment Fundamentals
    • Rules of investing; Debt and equity.
  • Investing Through Mutual Funds
    • Mutual funds and managed portfolios; create a personal investment plan.
  • Personal Plan of Action
    • Putting your personal plan together.
  • Bonus Module