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| Basics of Business Finance | ||
| Creating Shareholder Value | ||
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| Personal Finance: Getting Started | ||
| Personal Finance: Taking Stock | ||
| Personal Finance: Time Value of Money | ||
| Personal Finance: Setting Goals | ||
| Personal Finance: Understanding Credit | ||
| Investing: Balancing Risk and Return | ||
| Retirement Planning I: Essential Concepts | ||
| VIEW DEMO To view a demo please visit our website link. To view a demo you need to visit our website and click the link. If you do not have a shockwave player it will ask you to download it. You only need the shockwave player for the online demos only, although they are the same as the product for web purposes we have configured them to play in shockwave. Shockwave is similar to a flash player and can be downloaded free from Macromedia shockwave.com | ||
Personal Finance: Getting Started
This course provides an overview of all the courses in the Personal Finance curriculum and helps you take the first step towards taking charge of your financial future. Fill in the profile questionnaire to receive a personalized curriculum for the courses offered in Personal Finance. You will receive a recommended sequence for the courses that you should take.
After completing this course you will be able to
Understand the objectives of the Personal Finance curriculum
Identify the four core courses which are highly recommended for all users
Assess which optional courses are most relevant to you
Apply the feedback from the questionnaire to develop your personalized curriculum
Personal Finance: Taking Stock
The first step in developing any financial plan is to gain a clear understanding of your current financial situation. This course helps you build a net worth statement based on your assets and liabilities, examines your cash flow, savings rate and emergency fund. It also explains what these numbers can tell you about your current financial situation and explores strategies to improve your future financial health. This is one of the four core courses in the Personal Finance curriculum.
After completing this course you will be able to
Determine your financial net worth
Assess your annual cash flow by reviewing your income and expenses
Understand what these numbers reveal about your finances
Analyze your expenses in more detail and set up a budget if necessary
Personal Finance: Time Value of Money
Time can be your best ally and your worst enemy when planning for your financial future. Time can help your investments grow, but can make your debts balloon through interest. Time can also affect the purchasing power of your money through inflation.
In this course you will take a closer look at how time can affect the value of your money. You will explore compound interest and learn about the Rule of 72. You will learn how inflation impacts investing and how to account for inflation when developing your personal plan.
After completing this course you will be able to
Recognize that time can be your best ally and your worst enemy
in financial planning
Appreciate the power of compounding as a wealth building tool
Apply the Rule of 72 to estimate the effect of compounding
Understand how making regular contributions affects the value of an investment
Personal Finance: Setting Goals
Your personal goals drive the direction of your financial plan, yet many people do not know what their goals are. In this course you will learn how to translate your personal dreams into specific, realistic financial goals, and learn how to prioritize and balance short-term and long-term goals. This is one of the four core courses in the Personal Finance curriculum.
After completing this course you will be able to
Understand how goals set the direction for your financial plan
Apply the five principles of setting financial goals
Identify your own financial goals
Refine each of your goals and set priorities