The Complete Personal Finance Course: Save, Protect, Make More - Udemy

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The Complete Personal Finance Course: Save, Protect, Make More - Udemy

This course provides a comprehensive guide to personal finance management, covering essential topics like budgeting, saving, investing, and protecting your financial assets. Learn practical strategies to grow your wealth, secure your financial future, and make smarter financial decisions.

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Requirements

  • Interest in managing personal finances, Willingness to learn about saving, investing, and financial planning.

Description

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The Complete Personal Finance Course: Save,Protect,Make More
Overview
Say hello to India's best selling programme with a 4.7 star rating.
Duration 16 Hours
Total Fee ₹3,699
Mode of learning Online
Difficulty level Beginner
Official Website Go to Our Course
Credential Certificate
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The Complete Personal Finance Course: Save,Protect,Make More
Highlights
Discover More
  • 16 hours on-demand video
  • 7 downloadable resources
  • Access on mobile and TV
  • Industry apprenticeships
  • Masterclass Trainers
  • Certificate of completion
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The Complete Personal Finance Course: Save,Protect,Make More
Course Details
Skills you will learn
  • Upon completion of this course, students will be able to save, protect and make much more so that their net worth is significantly higher in the long run. You will be a personal finance expert by the end of this course! and learn How to Protect Your Money by Understanding Your Net Worth

More about this course
  • Understand Mutual Funds
  • Understand Risk Management
  • Understand Credit Cards
  • Understand Loans
  • Certificate of completion
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The Complete Personal Finance Course: Save,Protect,Make More
Curriculum
Course Introduction & How to Take this Course
  • Thank You Message from Chris
  • Course Introduction (Are You Ready to Save, Make & Protect Your Money?)
  • How to Take this Course (and Using Your “Complete Personal Finance Dashboard”)
  • How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!
  • Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest!
  • Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)
  • Answers to Exercise #1, Questions 1 through 7: Time Value of Money
  • Answers to Exercise #1, Questions 8 through 10: Time Value of Money
Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement
  • What is a Personal Income Statement and Why is this Very Important?
  • Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement
  • Discussion of Your Answers to Exercise #2
More than 100 Ways to Save MUCH More: Creating Your NEW + IMPROVED Income Statement
  • Introduction to Completing Your NEW & IMPROVED Income Statement
  • Save on Taxes: 14 Ways to Save More on Taxes
  • Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense
  • Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses
  • Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses
  • Save on Debt Payments: 7 Ways to Save More on Debt Expenses
  • Save on Education: 4 Ways to Save More on Education Expenses
  • Save on Entertainment: 7 Ways to Save More on Entertainment Expenses
  • Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses
  • Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses
  • Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses
  • Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses
  • Save on Housing: 10 Ways to Save More on Housing Expenses
  • Save on Personal Care: 5 Ways to Save More on Personal Care Expenses
  • Save on Pets: 5 Ways to Save More on Pet Related Expenses
  • Save on Shopping: 16 Ways to Save More on Shopping Expenses
  • Save on Vacation: 5 Ways to Save More on Vacation Expenses
  • Save on Other Expenses: 8 Ways to Save More on Other Expenses
  • Exercise #3: Creating Your NEW & IMPROVED Income Statement
  • Exercise #4: Analyzing Your CURRENT and New & IMPROVED Income Statement
  • Exercise #5: Save Money Meeting
  • Exercise #6: Save Money Checklist
  • Side Note: How Accurate is the TV Show Billions?
Changing Your Perception of Saving Money + Saving Money and Your Kids
  • Changing Your Perception of Money
  • Saving Money & Your Kids
Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)
  • Intro to Protecting Your Money: The What, Why & How of Part 2 of the Course
  • Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”)
  • Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What”)
  • Exercise #8: Analyzing Your Balance Sheet
  • Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together
  • Side Note: Should You Hire a Financial Advisor to Help Protect Your Money?
Protect Your Money with These Tax Strategies
  • Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!)
  • How Taxes + Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
  • Exercise #10: How Much Do You Need to Retire?
  • Tax Incentives Help You Save BIG TIME for Education/School Expenses
  • Exercise #11: How Much Do You Need for Education Expenses?
  • Other Potential Company Sponsored Tax Savings Plans
  • Exercise #12: Pay Less Tax Strategies
Protecting Your Finances: Filing Systems, Budgeting, and More
  • Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing
  • Websites & Apps to Help You Track and Manage Your Spending
  • Quicken on a PC to Manage Your Money
  • Quicken on a Mac to Manage Your Money
Protect Your Money by Creating a Budget & Picking the Right Bank
  • Introduction to Protecting Your Money by Making a Monthly Budget
  • Exercise #14: Budget Planning
  • Is Your $ Safe? Are You Getting Ripped off on Fees? Should You Switch Banks?
  • Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank
Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score
  • Wills and Trusts
  • Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loan)
Protect Your Family and Your Assets with Insurance Products
  • Introduction to Insurance
  • Life Insurance
  • Auto Insurance
  • Home and Property Insurance
  • Health Insurance
  • Side Note: Protect Your Money by Preventing Identity Theft
Protecting Your Money, Credit Cards, Loans and Leases
  • Credit Cards
  • Loans
  • Leases
Profiles of Successful Wealthy People & How They Protect and Manage Their Money
  • They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked With
  • Exercise #16: Protect Money Checklist
Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)
  • Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course
  • Exercise #17: The Damage that High Investment Fees Can Do to Our Net Worth!
  • Make More by Learning How to Avoid Paying High Investment Fees
Index Funds Examples
  • An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard”
  • Examples of Other ETFs to Buy Index Products From
  • Side Note: Outta Sight and Outta Mind
Introduction to Your Investment Portfolio Management System
  • Managing Your Investments with Your Investment Portfolio Management System
  • Exercise #18: Populating Your Investment Portfolio Management System
Make Money with Stocks
  • Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
  • Investment Data Basics (See SECTION A on Your Investment Portfolio Management System)
  • Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Investment Portfolio)
  • Risk Management (See SECTION C on Your Investment Portfolio Management System)
  • Sector and Stock Drivers (See SECTION D on Your Investment Portfolio Management System)
  • Your Research (See SECTION E on Your Investment Portfolio Management System)
  • Add More Optional Data (See SECTION F on Your Investment Portfolio Management System)
Bouns Materials
  • Bonus Items
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The Complete Personal Finance Course: Save,Protect,Make More
Entry Requirements
Eligibility Criteria
  • The eligibility criteria for a The Complete Personal Finance Course: Save,Protect,Make More course typically include a basic educational background, such as a high school, diploma or any degree in a related field.

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About Instructor

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About Instructor

Udemy is a website that offers online courses in a variety of topics, including business, coding, development, photography, and more. Udemy courses are created by instructors who can add videos, slides, text, and other resources to enhance the learning experience.