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Personal Finance #1 Goals, Planning, & Time Value of Money

Learn core personal finance concepts from a practicing Certified Public Accountant (CPA)
4.3
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(30 reviews)
9,863 students
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9.6

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Feedback

9.6

Content

Platform: Udemy
Video: 22h 8m
Language: English
Next start: On Demand

Table of contents

Description

This course will cover the core introductory concepts related to personal finance.
We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.
We will discuss what personal finance is and what the differences between personal finance, corporate finance, economics, and accounting are. Learners will also understand why knowing personal finance concepts is important.
You will know how to set goals using a formal structure and process based on your personal life situations.
We will also cover time value of money concepts, including present value and future value calculations. Time value of money concepts will be important whenever we are making long term plans, such as retirement plans or a child’s college education funding plan.
Human beings are quite good at making the day-to-day decisions, often doing so by instinct and habit. However, we are not so good at making long-term, risk verses reword, decisions. Therefore, a more formal process is often needed for longer-term decisions which could have large impacts. Time value of money concepts will be a critical component of the long-term decision process.

You will learn

✓ How to define personal finance
✓ How to set financial goals based on your personal life situation
✓ Explain the difference between finance, economics, and accounting
✓ Define time value of money concepts and how they can be used in long-term planning
✓ Calculate present value using multiple methods including Excel
✓ Calculate future value using multiple methods including Excel
✓ Calculate present value of an annuity using multiple methods including Excel
✓ Calculate future value of an annuity using multiple methods including Excel

Requirements

• None

This course is for

• Anybody who want to put together a personal financial plan
• Students

How much does the Personal Finance #1 Goals, Planning, & Time Value of Money course cost? Is it worth it?

The course costs $14.99. And currently there is a 82% discount on the original price of the course, which was $129.99. So you save $115 if you enroll the course now.
The average price is $18.0 of 323 Personal Finance courses. So this course is 17% cheaper than the average Personal Finance course on Udemy.

Does the Personal Finance #1 Goals, Planning, & Time Value of Money course have a money back guarantee or refund policy?

YES, Personal Finance #1 Goals, Planning, & Time Value of Money has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any SCHOLARSHIPS for this course?

Currently we could not find a scholarship for the Personal Finance #1 Goals, Planning, & Time Value of Money course, but there is a $115 discount from the original price ($129.99). So the current price is just $14.99.

Who is the instructor? Is Robert (Bob) Steele a SCAM or a TRUSTED instructor?

Robert (Bob) Steele has created 126 courses that got 28,621 reviews which are generally positive. Robert (Bob) Steele has taught 572,890 students and received a 4.4 average review out of 28,621 reviews. Depending on the information available, Robert (Bob) Steele is a TRUSTED instructor.
CPA, CGMA, M.S. Tax, CPI
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.   
Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.    
Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.   
Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.    
Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.   
The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.    
Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.
Platform: Udemy
Video: 22h 8m
Language: English
Next start: On Demand

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