Transform your financial future with our personal finance online course. Get insights on goal setting and Excel. Enroll today! Read more.
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Anyone who wants to create a personal financial plan
- Students interested in personal finance
What you’ll learn:Â
- How to define personal finance
- How to establish financial goals tailored to your unique life circumstances
- The difference between finance, economics, and accounting
- Key concepts of the time value of money and how they apply to long-term planning
- How to calculate the present value using multiple methods, including Excel
- How to calculate future value using multiple methods, including Excel
- How to calculate the present value of an annuity using multiple methods, including Excel
- How to calculate the future value of an annuity using multiple methods, including Excel
Requirements:Â
- No prior knowledge is required to take this course
This personal finance online course covers the core introductory concepts of personal finance. It includes numerous example problems, presented in both traditional formats and Excel worksheet exercises. You will receive a downloadable Excel workbook that features at least two tabs—one with the solutions and another with a preformatted worksheet that you can complete step-by-step alongside the instructional videos.
We will explore what personal finance is and explain the distinctions between personal finance, corporate finance, economics, and accounting. You’ll also learn why understanding personal finance is essential for making informed life decisions. By enrolling in this personal finance online course, you will gain practical knowledge to help you manage your finances more effectively.
By the end of this course, you’ll be able to set financial goals using a structured approach based on your individual circumstances. We’ll also delve into the time value of money, covering both present and future value calculations, which are critical for long-term planning, such as retirement or education funding.
While most people are skilled at making day-to-day decisions through habit or intuition, long-term decisions that involve balancing risk and reward are more complex. A formal decision-making process, including time value of money concepts, is essential for these significant, long-term choices that can greatly impact your financial future. This personal finance online course will provide the tools and frameworks to help you make better long-term financial decisions.
Let’s make this journey together. Explore my courses and start your adventure.
Our Promise to You
By the end of this course, you will have learned to apply personal finance principles, set and achieve financial goals, and use the time value of money concepts with Excel for informed long-term decisions.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
| Section 1 - Presentations - Personal Finance Core Concepts | |||
| Personal Financial Planning Overview | 00:00:00 | ||
| Financial Goals & Activities For Various Life Situations | 00:00:00 | ||
| Finance, Economics, & Accounting | 00:00:00 | ||
| Financial Goals | 00:00:00 | ||
| Personal Finance Planning Procedure | 00:00:00 | ||
| Time Value Of Money Overview | 00:00:00 | ||
| Present Value | 00:00:00 | ||
| Present Value Months As Period | 00:00:00 | ||
| Future Value | 00:00:00 | ||
| Future Value Months As Period | 00:00:00 | ||
| Future Value Vs Present Value | 00:00:00 | ||
| Present Value Annuity | 00:00:00 | ||
| Present Value Annuity Months As Period | 00:00:00 | ||
| Future Value Annuity | 00:00:00 | ||
| Future Value Annuity Months | 00:00:00 | ||
| Present Value Cash Flow Examples | 00:00:00 | ||
| Future Value Cash Flow Examples | 00:00:00 | ||
| Present Value Terms Used In Capital Budgeting | 00:00:00 | ||
| Net Present Value Assumptions | 00:00:00 | ||
| Section 2 - Practice Probs. - Personal Finance Core Concepts | |||
| Rule Of 72 & Running Balance Calculation | 00:00:00 | ||
| Excel Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. | 00:00:00 | ||
| Present Value & Future Value Tables Prob. | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. 3 | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Tables Prob. 3 | 00:00:00 | ||
| Rate Of Increase | 00:00:00 | ||
| Home Cost Estimated Increase | 00:00:00 | ||
| Savings Account Compounding Future Value | 00:00:00 | ||
| Future Value Annuity Investment Vs Non-Annuity | 00:00:00 | ||
| Investment To Meet Goal Present Value | 00:00:00 | ||
| Annuity Initial Investment Present Value Of Annuity | 00:00:00 | ||
| College Savings Calculation | 00:00:00 | ||
| Retirement Savings FV Of Annuity | 00:00:00 | ||
| What If We Saved Our $5 A Day Coffee Habit | 00:00:00 | ||
| Option To Receive Money Today Vs A Series Of Payments | 00:00:00 | ||
| Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Monthly Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Annuity Due Or Annuity Beginning Period | 00:00:00 | ||
| Present Value Monthly Periods | 00:00:00 | ||
| Present Value Annuity Monthly Periods | 00:00:00 | ||
| Future Value Monthly Periods | 00:00:00 | ||
| Future Value Annuity Monthly Periods | 00:00:00 | ||
| Annuity Due Present Value | 00:00:00 | ||
| Present Value Of Annuity Using Non Annuity Excel Functions | 00:00:00 | ||
| Future Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Retirement Plan Worksheet | 00:00:00 | ||
| Section 3 - Excel Probs. - Personal Finance Core Concepts | |||
| Rule Of 72 & Running Balance Calculation | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Periods | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. 3 | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rate Of Increase | 00:00:00 | ||
| Inflation & Estimated Increase In Personal Expenses | 00:00:00 | ||
| Home Cost Estimated Increase | 00:00:00 | ||
| Savings Account Compounding Interest Future Value | 00:00:00 | ||
| Future Value Annuity Investment Vs Non-Annuity | 00:00:00 | ||
| Investment To Meat Goal Present Value | 00:00:00 | ||
| Annuity Initial Investment Present Value Of Annuity | 00:00:00 | ||
| College Savings Calculation | 00:00:00 | ||
| Retirement Savings FV Of Annuity | 00:00:00 | ||
| What If We Saved Our $5 A Day Coffee Habit | 00:00:00 | ||
| Option To Receive Money Today Vs A Series Of Payments | 00:00:00 | ||
| Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Monthly Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Annuity Due Or Annuity Beginning Period | 00:00:00 | ||
| Present Value Monthly Periods | 00:00:00 | ||
| Present Value Annuity Monthly Periods | 00:00:00 | ||
| Future Value Monthly Periods | 00:00:00 | ||
| Future Value Annuity Monthly Periods | 00:00:00 | ||
| Annuity Due Present Value | 00:00:00 | ||
| Present Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Future Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Home Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Retirement Plan Worksheet | 00:00:00 | ||
About This Course
Who this course is for:
- Anyone who wants to create a personal financial plan
- Students interested in personal finance
What you’ll learn:Â
- How to define personal finance
- How to establish financial goals tailored to your unique life circumstances
- The difference between finance, economics, and accounting
- Key concepts of the time value of money and how they apply to long-term planning
- How to calculate the present value using multiple methods, including Excel
- How to calculate future value using multiple methods, including Excel
- How to calculate the present value of an annuity using multiple methods, including Excel
- How to calculate the future value of an annuity using multiple methods, including Excel
Requirements:Â
- No prior knowledge is required to take this course
This personal finance online course covers the core introductory concepts of personal finance. It includes numerous example problems, presented in both traditional formats and Excel worksheet exercises. You will receive a downloadable Excel workbook that features at least two tabs—one with the solutions and another with a preformatted worksheet that you can complete step-by-step alongside the instructional videos.
We will explore what personal finance is and explain the distinctions between personal finance, corporate finance, economics, and accounting. You’ll also learn why understanding personal finance is essential for making informed life decisions. By enrolling in this personal finance online course, you will gain practical knowledge to help you manage your finances more effectively.
By the end of this course, you’ll be able to set financial goals using a structured approach based on your individual circumstances. We’ll also delve into the time value of money, covering both present and future value calculations, which are critical for long-term planning, such as retirement or education funding.
While most people are skilled at making day-to-day decisions through habit or intuition, long-term decisions that involve balancing risk and reward are more complex. A formal decision-making process, including time value of money concepts, is essential for these significant, long-term choices that can greatly impact your financial future. This personal finance online course will provide the tools and frameworks to help you make better long-term financial decisions.
Let’s make this journey together. Explore my courses and start your adventure.
Our Promise to You
By the end of this course, you will have learned to apply personal finance principles, set and achieve financial goals, and use the time value of money concepts with Excel for informed long-term decisions.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today!
Course Curriculum
| Section 1 - Presentations - Personal Finance Core Concepts | |||
| Personal Financial Planning Overview | 00:00:00 | ||
| Financial Goals & Activities For Various Life Situations | 00:00:00 | ||
| Finance, Economics, & Accounting | 00:00:00 | ||
| Financial Goals | 00:00:00 | ||
| Personal Finance Planning Procedure | 00:00:00 | ||
| Time Value Of Money Overview | 00:00:00 | ||
| Present Value | 00:00:00 | ||
| Present Value Months As Period | 00:00:00 | ||
| Future Value | 00:00:00 | ||
| Future Value Months As Period | 00:00:00 | ||
| Future Value Vs Present Value | 00:00:00 | ||
| Present Value Annuity | 00:00:00 | ||
| Present Value Annuity Months As Period | 00:00:00 | ||
| Future Value Annuity | 00:00:00 | ||
| Future Value Annuity Months | 00:00:00 | ||
| Present Value Cash Flow Examples | 00:00:00 | ||
| Future Value Cash Flow Examples | 00:00:00 | ||
| Present Value Terms Used In Capital Budgeting | 00:00:00 | ||
| Net Present Value Assumptions | 00:00:00 | ||
| Section 2 - Practice Probs. - Personal Finance Core Concepts | |||
| Rule Of 72 & Running Balance Calculation | 00:00:00 | ||
| Excel Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. | 00:00:00 | ||
| Present Value & Future Value Tables Prob. | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. 3 | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Tables Prob. 3 | 00:00:00 | ||
| Rate Of Increase | 00:00:00 | ||
| Home Cost Estimated Increase | 00:00:00 | ||
| Savings Account Compounding Future Value | 00:00:00 | ||
| Future Value Annuity Investment Vs Non-Annuity | 00:00:00 | ||
| Investment To Meet Goal Present Value | 00:00:00 | ||
| Annuity Initial Investment Present Value Of Annuity | 00:00:00 | ||
| College Savings Calculation | 00:00:00 | ||
| Retirement Savings FV Of Annuity | 00:00:00 | ||
| What If We Saved Our $5 A Day Coffee Habit | 00:00:00 | ||
| Option To Receive Money Today Vs A Series Of Payments | 00:00:00 | ||
| Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Monthly Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Annuity Due Or Annuity Beginning Period | 00:00:00 | ||
| Present Value Monthly Periods | 00:00:00 | ||
| Present Value Annuity Monthly Periods | 00:00:00 | ||
| Future Value Monthly Periods | 00:00:00 | ||
| Future Value Annuity Monthly Periods | 00:00:00 | ||
| Annuity Due Present Value | 00:00:00 | ||
| Present Value Of Annuity Using Non Annuity Excel Functions | 00:00:00 | ||
| Future Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Retirement Plan Worksheet | 00:00:00 | ||
| Section 3 - Excel Probs. - Personal Finance Core Concepts | |||
| Rule Of 72 & Running Balance Calculation | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Periods | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rule Of 72 & Running Balance Calculation Prob. 3 | 00:00:00 | ||
| Excel Functions Present Value, Future Value, & Number Of Period Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Mathematical Formulas Prob. 3 | 00:00:00 | ||
| Present Value & Future Value Tables | 00:00:00 | ||
| Rate Of Increase | 00:00:00 | ||
| Inflation & Estimated Increase In Personal Expenses | 00:00:00 | ||
| Home Cost Estimated Increase | 00:00:00 | ||
| Savings Account Compounding Interest Future Value | 00:00:00 | ||
| Future Value Annuity Investment Vs Non-Annuity | 00:00:00 | ||
| Investment To Meat Goal Present Value | 00:00:00 | ||
| Annuity Initial Investment Present Value Of Annuity | 00:00:00 | ||
| College Savings Calculation | 00:00:00 | ||
| Retirement Savings FV Of Annuity | 00:00:00 | ||
| What If We Saved Our $5 A Day Coffee Habit | 00:00:00 | ||
| Option To Receive Money Today Vs A Series Of Payments | 00:00:00 | ||
| Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Monthly Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Annuity Due Or Annuity Beginning Period | 00:00:00 | ||
| Present Value Monthly Periods | 00:00:00 | ||
| Present Value Annuity Monthly Periods | 00:00:00 | ||
| Future Value Monthly Periods | 00:00:00 | ||
| Future Value Annuity Monthly Periods | 00:00:00 | ||
| Annuity Due Present Value | 00:00:00 | ||
| Present Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Future Value Of Annuity Using Non-Annuity Excel Functions | 00:00:00 | ||
| Home Loan Payment Calculation & Amortization Table | 00:00:00 | ||
| Retirement Plan Worksheet | 00:00:00 | ||
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