Personal Finance
Beginner
Introduction to Personal Financial Planning
Introduction to Personal Financial Planning
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Students
4
Lessons
ID
Language
Created by
Todd Roberson
Language
id
Translations
None
Transcripts
English
Prerequisites
None
What you'll learn
Master these skills and apply them to real-world projects.
Define the scope of personal financial planning and understand its impact
Utilize the SMART financial planning method
Make progress toward your financial goals and avoid common mistakes
Evaluate the services of financial planning professionals
Classify assets and liabilities
Use a formula to determine net worth
Prepare and use financial statements, including budgets
Account for rates of return and opportunity cost
Determine the present value of single and multiple cash flows
Review taxation basics including filing, deductions, exemptions, credits, and audits
Understand options to defer or avoid taxes legally and responsibly
Get ahead in a low interest rate environment
Deepen your understanding of how money impacts your personal satisfaction
Course curriculum
2 sections · 4 lessons
2
Sections
4
Lessons
0
Reviews
0
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Rating
Materi 2.1: Debitis quis sunt ea corporis.
Materi 2.2: Possimus nisi quae.
About this course
Course description
Meet your instructors
Learn from industry experts
Todd Roberson
Senior Lecturer, Finance, Kelley School of Business at (February 15, 1963 – February 28, 2021)
Kenneth Carow
Executive Associated Dean of Faculty and Research and Professor of Finance at Indiana University Kelley School of Business Indianapolis
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