Personal Finance Fundamentals - Module 1

  • 17 Lessons

  • Duration

    3 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Personal Finance Fundamentals Module 1 sheds light on the purpose of financial plans – the why, what, and how – as well as how to set goals considering a beneficiary’s needs, wants, and wishes. Read More

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Overview

  • Learning Objectives

    2 Minutes

Financial Planning Overview

  • Purpose

    9 Minutes
  • Goal Setting

    4 Minutes
  • Homework I

    30 Minutes

Building Blocks of Financial Planning

  • Income

    2 Minutes
  • Investment Income Considerations

    3 Minutes 30 Seconds
  • Saving

    7 Minutes
  • The Value of Saving for Affluent Individuals

    6 Minutes 30 Seconds
  • Spending

    4 Minutes
  • Spending Continued

    25 Minutes
  • Risk Management and Long-Term Factors

    19 Minutes
  • Giving

    25 Minutes
  • Capital Sufficiency

    23 Minutes
  • Budgeting

    6 Minutes
  • SMART Technique to Budgeting

    21 Minutes
  • Homework II

    30 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Personal Finance Fundamentals Module 1 sheds light on the purpose of financial plans – the why, what, and how – as well as how to set goals considering a beneficiary’s needs, wants, and wishes. The five basic building blocks of financial planning are explored in detail. These financial planning building blocks include saving, spending, giving, income, and budgeting. Risk management and long-term factors are reviewed. Finally, the module concludes with an applied learning exercise which gives students the opportunity to create their own basic budgets.


Estimated Completion Time: 3 hours


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