Personal Finance Fundamentals - Course 1

  • 14 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Personal Finance Fundamentals Course 1 sheds light on the purpose of financial plans – the why, what, and how – as well as how to set goals considering a beneficiary’s needs, wants, and wishes. Read More

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Overview

  • Goals

Financial Planning Overview

  • Purpose

  • Goal Setting

  • Homework I

Building Blocks of Financial Planning

  • Income

  • Investment Income Considerations

  • Saving

  • Spending

  • Risk Management and Long-Term Factors

  • Giving

  • Capital Sufficiency

  • Budgeting

  • SMART Technique to Budgeting

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Personal Finance Fundamentals Course 1 sheds light on the purpose of financial plans – the why, what, and how – as well as how to set goals considering a beneficiary’s needs, wants, and wishes. The five basic building blocks of financial planning are explored in detail. These financial planning building blocks include saving, spending, giving, income, and budgeting. Risk management and long-term factors are reviewed. Finally, the course concludes with an applied learning exercise which gives students the opportunity to create their own basic budgets.

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