Personal Finance

BY
Udemy

Become a professional public accountant by acquiring knowledge of the advanced concepts of personal finance including corporate finance.

Mode

Online

Fees

₹ 3299

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

Personal Finance online certification is developed by Robert (Bob) Steele - Professional CPA, CGMA, CPI & M.S. Tax which is delivered through Udemy and aimed at individuals who wanted to improve their knowledge and experience in personal finance concepts and principles. The Personal Finance online course by Udemy begins with the fundamental principles of personal finance and progresses to more complicated issues.

Personal Finance online classes include the contrasts and overlaps in subjects such as economics, accounting, and finance that are required to create efficient personal financial strategies. Individuals will gain an understanding of the similarities and differences between personal finance and corporate finance, as well as learn about money management skills, accounting skills, collecting financial data to analyze financial reports and using those reports to create budgets, and will acquire an understanding to create and analyze various personal financial ratios.

The highlights

  • Certificate of completion
  • Self-paced course
  • 54 hours of pre-recorded video content
  • 5 articles
  • 145 downloadable resources

Program offerings

  • Certificate of completion
  • Self-paced course
  • 54 hours of pre-recorded video content
  • 5 articles
  • 145 downloadable resources
  • 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 3,299
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

After completing the Personal Finance certification course, individuals will gain a fundamental understanding of money as well as an introduction to personal finance's core principles. Individuals will look at how corporate finance and personal finance are similar yet different. Individuals will gain knowledge of topics such as the time value of money, bank reconciliation, and money management abilities, as well as the ability to work with financial ratios.

The syllabus

Presentations - Personal Finance Core Concepts

  • 1010 Personal Financial Planning Overview
  • 1015 Financial Goals & Activities For Various Life Situations
  • 1020 Finance, Economics, & Accounting
  • 1025 Financial Goals
  • 1030 Personal Finance Planning Procedure
  • 1040 Time Value Of Money Overview
  • 1045 Present Value
  • 1050 Present Value Months As Period
  • 1055 Future Value
  • 1060 Future Value Months As Period
  • 1065 Future Value Vs Present Value
  • 1067 Present Value Annuity
  • 1069 Present Value Annuity Months As Period
  • 1071 Future Value Annuity
  • 1073 Future Value Annuity Months
  • 1075 Present Value Cash Flow Examples
  • 1077 Future Value Cash Flow Examples
  • 1079 Present Value Terms Used In Capital Budgeting
  • 1081 Net Present Value Assumptions

Practice Probs. - Personal Finance Core Concepts

  • OneNote Resource
  • 1111 Rule Of 72 & Running Balance Calculation
  • 1112 Excel Present Value, Future Value, & Number Of Period
  • 1113 Present Value & Future Value Mathematical Formulas
  • 1114 Present Value & Future Value Tables
  • 1115 Rule Of 72 & Running Balance Calculation Prob. 2
  • 1116 Excel Functions Present Value, Future Value, & Number Of Period
  • 1117 Present Value & Future Value Mathematical Formulas Prob. 2
  • 1118 Present Value & Future Value Tables Prob. 2
  • 1119 Rule Of 72 & Running Balance Calculation Prob. 3
  • 1120 Excel Functions Present Value, Future Value, & Number Of Period Prob. 3
  • 1121 Present Value & Future Value Mathematical Formulas Prob. 3
  • 1122 Present Value & Future Value Tables Prob. 3
  • 1123 Rate Of Increase
  • 1131 Inflation & Estimated Increase In Personal Expenses
  • 1140 Home Cost Estimated Increase
  • 1150 Savings Account Compounding Future Value
  • 1160 Future Value Annuity Investment Vs Non-Annuity
  • 1161 Investment To Meet Goal Present Value
  • 1162 Annuity Initial Investment Present Value Of Annuity
  • 1180 College Savings Calculation
  • 1191 Retirement Savings Fv Of Annuity
  • 1200 What If We Saved Our $5 A Day Coffee Habit
  • 1210 Option To Receive Money Today Vs A Series Of Payments
  • 1213 Loan Payment Calculation & Amortization Table
  • 1215 Monthly Loan Payment Calculation & Amortization Table
  • 1217 Annuity Due Or Annuity Beginning Period
  • 1218 Present Value Monthly Periods
  • 1222 Present Value Annuity Monthly Periods
  • 1225 Future Value Monthly Periods
  • 1230 Future Value Annuity Monthly Periods
  • 1235 Annuity Due Present Value
  • 1240 Present Value Of Annuity Using Non-Annuity Excel Functions
  • 1245 Future Value Of Annuity Using Non-Annuity Excel Functions
  • 1255 Retirement Plan Worksheet

Excel Probs. - Personal Finance Core Concepts

  • 1111 Rule Of 72 & Running Balance Calculation
  • 1112 Excel Functions Present Value, Future Value, & Number Of Periods
  • 1113 Present Value & Future Value Mathematical Formulas
  • 1114 Present Value & Future Value Tables
  • 1115 Rule Of 72 & Running Balance Calculation Prob. 2
  • 1116 Excel Functions Present Value, Future Value, & Number Of Period
  • 1117 Present Value & Future Value Mathematical Formulas Prob. 2
  • 1118 Present Value & Future Value Tables
  • 1119 Rule Of 72 & Running Balance Calculation Prob. 3
  • 1120 Excel Functions Present Value, Future Value, & Number Of Period Prob. 3
  • 1121 Present Value & Future Value Mathematical Formulas Prob. 3
  • 1122 Present Value & Future Value Tables
  • 1123 Rate Of Increase
  • 1131 Inflation & Estimated Increase In Personal Expenses
  • 1140 Home Cost Estimated Increase
  • 1150 Savings Account Compounding Interest Future Value
  • 1160 Future Value Annuity Investment Vs Non-Annuity
  • 1161 Investment To Meat Goal Present Value
  • 1162 Annuity Initial Investment Present Value Of Annuity
  • 1180 College Savings Calculation
  • 1191 Retirement Savings Fv Of Annuity
  • 1200 What If We Saved Our $5 A Day Coffee Habit
  • 1210 Option To Receive Money Today Vs A Series Of Payments
  • 1213 Loan Payment Calculation & Amortization Table
  • 1215 Monthly Loan Payment Calculation & Amortization Table
  • 1217 Annuity Due Or Annuity Beginning Period
  • 1218 Present Value Monthly Periods
  • 1222 Present Value Annuity Monthly Periods
  • 1225 Future Value Monthly Periods
  • 1230 Future Value Annuity Monthly Periods
  • 1235 Annuity Due Present Value
  • 1240 Present Value Of Annuity Using Non-Annuity Excel Functions
  • 1245 Future Value Of Annuity Using Non-Annuity Excel Functions
  • 1250 Home Loan Payment Calculation & Amortization Table
  • 1255 Retirement Plan Worksheet

Presentations - Money Management, Financial Statements, & Budgets

  • 2010 Personal Money Management Overview
  • 2020 Personal Financial Statements Overview
  • 2030 Personal Financial Statements & Bookkeeping Tools
  • 2040 Personal Balance Sheet Creation
  • 2045 Create Personal Income Statement
  • 2050 Create A Personal Budget Overview
  • 2055 Common Personal Finance Ratios
  • 2060 Budget Example & Recommended Category Percentages

Practice Probs. - Money Management, Financial Statements, & Budgets

  • 2110 Balance Sheet Accounts & Accounting Equation
  • 2120 Balance Sheet Accounts & Accounting Equation Prob. 2
  • 2130 Personal Financial Statements Part 1
  • 2131 Personal Financial Statements Part 2 Income Statement
  • 2140 Accounting Equation
  • 2150 Debt Ratio, Current Ratio, & Other Common Ratios
  • 2190 Flexible Personal Budget
  • 2200 Budget Vs Actual Performance
  • 2300 Financial Statement & Budget Part 1 Balance Sheet
  • 2301 Financial Statement & Budget Part 2 Income Statement
  • 2302 Financial Statement & Budget Part 3 Budget Vs Actual
  • 2400 Budget For 12 Months

Excel Probs. - Money Management, Financial Statements, & Budgets

  • 2110 Balance Sheet Accounts & Accounting Equation
  • 2120 Balance Sheet Accounts & Accounting Equation Prob. 2
  • 2130 Personal Financial Statements Part 1
  • 2131 Personal Financial Statements Part 2 Income Statement
  • 2140 Accounting Equation
  • 2150 Debt Ratio, Current Ratio, & Other Common Ratios
  • 2190 Flexible Personal Budget
  • 2200 Budget Vs Actual Analysis
  • 2300 Financial Statement & Budget Part 1 Balance Sheet
  • 2301 Financial Statement & Budget Part 2 Income Statement
  • 2302 Financial Statement & Budget Part 3 Budget Vs Actual
  • 2400 Budget For 12 Months
  • 2500 Excel Budget Templates

Presentations - Financial Services, Financial Institutions, & Savings Plans

  • 3010 Tax Planning In Money Management Overview
  • 3015 Tax Record Keeping System
  • 3020 Marginal Tax, Average Tax, Deductions, & Credits
  • 3030 Tax Payments, Deadlines, & Penalties
  • 3035 Filing Status
  • 3040 Tax Preparation Options
  • 3045 Tax Exempt & Tax Deferred Investments

Presentations - Financial Services, Financial Institutions, Bank Reconciliations

  • 4010 Financial Institutions Deposit Institutions
  • 4020 Financial Institutions Non-Deposit Institutions
  • 4022 Non-Bank Financial Service Providers
  • 4025 Other Financial Service Providers
  • 4030 Types Of Financial Services
  • 4035 Savings Services
  • 4040 Credit Services
  • 4045 Investment Services
  • 4050 Other Financial Services
  • 4055 Common Money Managing Mistakes
  • 4060 Financing Personal Expenses
  • 4065 Consumer Interest Rates & Prices
  • 4070 How To Select A Financial Institution
  • 4075 Selecting A Savings Plan
  • 4085 Digital Payments
  • 4090 Should I Use Debit Card Or Credit Card For Daily Purchases
  • 4095 Checking Account Selection Factors
  • 4097 Individual Checking Account Vs Joint Checking Account
  • 4100 Reconciling Checking Account Methods
  • 50 Bank Reconciliation-Accounting%2c Financial

Practice Probs. Financial Services, Financial Institutions, Bank Reconciliations

  • 4110 Fees Long Term Costs
  • 4120 High Short Term Loan Rates Annualized
  • 4130 Savings Scenarios
  • 4150 Investment Earnings & After-Tax Yield
  • 4180 Cd Penalty Calculation
  • 4200 Overdraft Protection Costs Calculation
  • 4420 Bank Reconciliation

Excel Probs. - Financial Services, Financial Institutions, Bank Reconciliations

  • 4110 Fees Long Term Costs
  • 4120 High Short Term Loan Rates Annualized
  • 4130 Savings Scenarios
  • 4150 Investment Earnings & After-Tax Yield
  • 4180 Cd Penalty Calculation
  • 4200 Overdraft Protection Costs Calculation
  • 4420 Bank Reconciliation
  • 9.15 Bank Reconciliation February
  • 9.20 Bank Reconciliation Feb. Adjusting Entries

Presentations - Credit: Sources, Costs, Advantages And Disadvantages

  • 5100 Consumer Credit Overview
  • 5110 Credit Advantages & Disadvantages
  • 5115 Closed-End Credit Vs Open-End Credit
  • 5120 Loan Types & Institutions Commercial Banks
  • 5125 Loan Types & Institutions Consumer Finance Companies
  • 5130 Loan Types & Institutions Credit Unions
  • 5135 Loan Types & Institutions Life Insurance Companies
  • 5140 Loan Types & Institutions Federal Savings Bank
  • 5145 Loan Options By Expense Level
  • 5150 5 C's Of Credit Credit History
  • 5155 Credit Scores & How They're Calculated
  • 5160 5 C's Of Credit Capacity
  • 5165 5 C's Of Credit - Collateral
  • 5170 5 C's Of Credit Capital
  • 5175 5 C's Of Credit Conditions
  • 5180 Equal Credit Opportunity Act (Ecoa)
  • 5190 Options If Denied Credit
  • 5195 Cost Of Credit
  • 5200 Loan Components And Trade Offs
  • 5210 Interest Calculation Methods
  • 5215 Credit Billing Error & Disputes
  • 5220 Credit & What To Do If Identity Is Stolen
  • 5225 Protecting Your Credit From Theft Or Loss
  • 5230 Cosigning A Loan
  • 5235 Debt Problem Warning Signs
  • 5240 Financial Counseling Services
  • 5250 Declaring Personal Bankruptcy

Practice Probs. - Credit: Sources, Costs, Advantages And Disadvantages

  • 5110 Home Loan Borrowing Limit
  • 5122 Debt Payments To Income Ratio
  • 5162 Calculate Apr And Payment Home Loan
  • 5163 Mortgage Rate (Apr) Break Even Point
  • 5171 Pay Period Comparisons
  • 5175 Apr Simple Interest Examples
  • 5177 Apr Two Installment Loans Comparison
  • 5179 Add On Interest Rate Loan

Excel Probs. - Credit: Sources, Costs, Advantages And Disadvantages

  • 5110 Home Loan Borrowing Limit
  • 5122 Debt Payments To Income Ratio
  • 5162 Calculate Arp And Payment Home Loan
  • 5163 Mortgage Rate (Apr) Break Even Point
  • 5171 Pay Period Comparisons
  • 5175 Apr Simple Interest Example
  • 5177 Apr Two Installment Loans Comparison
  • 5179 Add On Interest Rate Loan

Practice Probs. - Purchasing Strategies

  • 6110 Membership Purchase Decision
  • 6120 Purchase On Credit Vs Cash Decision
  • 6130 Unit Price Calculation
  • 6140 Cost Of Service Contract Vs Investment
  • 6150 Business With Franchise Fees Break Even Point
  • 6160 Decision To Buy Appliance Net Present Value

Excel Probs. - Purchasing Strategies

  • 6110 Membership Purchase Decision
  • 6120 Purchase On Credit Vs Cash Decision
  • 6130 Unit Price Calculation
  • 6140 Cost Of Service Contract Vs Investment
  • 6150 Business With Franchise Fees Break Even Point
  • 6160 Decision To Buy Appliance Net Present Value
  • 6170 Coupon Savings Calculation
  • 6180 Car Lease Vs Purchase Decisions
  • 6190 Auto Operation Cost Calculation & Projection
  • 6210 Lone Periods Impact On Payment

Instructors

Mr Robert (Bob) Steele
Instructor
Freelancer

Other Bachelors, M.S

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