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Personal Finance for High Earners

Learn the frameworks and mental models you need to make personal finance decisions
(27 reviews)
126 students
Created by


CourseMarks Score®







Platform: Udemy
Video: 5h 28m
Language: English
Next start: On Demand

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Detailed Analysis

CourseMarks Score®

8.4 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness Score

7.8 / 10
This course was last updated on 7/2020.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Student Feedback

9.1 / 10
We analyzed factors such as the rating (4.4/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Content Score

7.8 / 10
Video Score: 8.4 / 10
The course includes 5h 28m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
The average video length is 2 hours 42 minutes of 323 Personal Finance courses on Udemy.
Detail Score: 9.6 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 5.5 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

0 article.
0 resource.
0 exercise.
0 test.

Table of contents


Personal finance shouldn’t be complicated. This course will introduce you to the fundamentals of personal finance and help you set up the mental models and Excel models to make good decisions for your own financial situation.

The content in this course is tailored towards high earners interested in topics like financial independence and early retirement, rather than a general audience, so instead of “steps” or “methods” for paying down debt or starting a side business, the course will cover the key mental models and frameworks you need to understand to reach your own financial goals.

Each video in this course will start with explaining the basics of a concept like budgeting or investing, dive in to the key equations and frameworks for understanding the concept, and then walk through real-life examples of building a financial plan, choosing a career, or valuing an asset.

By the end of this course, you should have a strong understanding of topics like behavioral economics, financial planning, finance and investing, and feel confident making deliberate and informed decisions about your finances.

We’ll cover the following topics in this course:
•Behavioral Economics – How people make predictably irrational decisions
•The Basics – The two primary equations in personal finance
•Planning and Budgeting – How to turn those equations into a useful financial model
•Work and Compensation – How to think about choosing a career
•Finance 101 – Discounted cash flows and the basics of valuation
•Investing 101 – Where finance meets the real world
•Balance Sheet 101 – Understand assets and liabilities to build a picture of your net worth
•Financial Goals – How to use your financial model to reach your financial goals
•Happiness – Don’t put this off until after you’ve retired

You will learn

✓ The fundamentals of personal finance
✓ Frameworks and mental models to make financial decisions
✓ Cognitive biases that cause people to act irrationally
✓ How to build a personal financial model
✓ The basics of valuation and investing
✓ The basics of assets, liabilities, and the balance sheet
✓ How to plan for financial goals with a model
✓ What actually makes people happy


• No prior knowledge required
• To get the most out of the course, you should follow along in Excel or Google Sheets

This course is for

• People who want to learn frameworks and principles of personal finance
• People who want to learn about behavioral economics
• People who are high earners
• People interested in retiring early or achieving financial independence

How much does the Personal Finance for High Earners 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 $84.99. So you save $70 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 for High Earners course have a money back guarantee or refund policy?

YES, Personal Finance for High Earners 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 for High Earners course, but there is a $70 discount from the original price ($84.99). So the current price is just $14.99.

Who is the instructor? Is Daniel Li a SCAM or a TRUSTED instructor?

Daniel Li has created 1 courses that got 27 reviews which are generally positive. Daniel Li has taught 126 students and received a 4.4 average review out of 27 reviews. Depending on the information available, Daniel Li is a TRUSTED instructor.
Investor and Author
Dan is an investor who loves learning and teaching about the intersection of psychology and finance.

Dan currently works at a venture capital firm where he invests in early stage startups building enterprise software and digital communities. He publishes a weekly newsletter, The DL, and is also a regular contributor to publications such as TechCrunch and VentureBeat.

Prior to venture capital, Dan worked as a management consultant on a number of strategy and operations projects, ranging from developing go-to-market strategies for cloud vendors to deploying technology systems to improve insurance claims processing.

Dan graduated from the Wharton School of the University of Pennsylvania with degrees in Finance, Psychology, and International Studies.

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CourseMarks Score®







Platform: Udemy
Video: 5h 28m
Language: English
Next start: On Demand

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