Personal Finance and Investment
Explore fundamental principles of personal finance and investment strategies. Learn budgeting, saving, investment types, risk management, and retirement planning to build financial independence and wealth.
$ 20,00
20.0
USD
$ 5.500,00
Responsable | Ghania |
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Última actualización | 22/01/2025 |
Tiempo de finalización | 2 días 10 horas 56 minutos |
Miembros | 2 |
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Business and Job Ethics1Lecciones · 4 h 57 min
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- Ethical handling of personal financial data and maintaining confidentiality. - Importance of transparency and trust in financial decision-making. - Professional conduct in personal finance advisory.
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Introduction to Personal Finance & Goal Setting1Lecciones · 6 h 4 min
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Overview of personal finance and its importance. - Key principles of managing personal finances: income, savings, and expenditure. - Identifying short-term, medium-term, and long-term financial goals.
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Budgeting & Expense Tracking1Lecciones · 7 h 11 min
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- Creating a budget: Fixed vs. variable expenses. - Methods of budgeting: 50/30/20 rule, Zero-based budgeting, and more. - Tools and apps to track expenses (Mint, YNAB, etc.). - The importance of living within means and minimizing debt.
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Saving &; Investment Strategies1Lecciones · 6 h 56 min
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Building an emergency fund and its importance. - Different saving accounts and investment options (stocks, bonds, mutual funds). - Risk tolerance and selecting the right investment strategy.
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Debt Management & Credit Score1Lecciones · 6 h 46 min
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Understanding types of debt: credit cards, student loans, mortgages. - Methods of managing and reducing debt: Snowball vs. Avalanche method. - How to improve and maintain a good credit score.
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Retirement Planning & Tax Optimization1Lecciones · 7 h 1 min
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- Importance of planning for retirement: IRAs, 401(k)s, and pensions. - How to grow retirement savings early and maximize employer matches. - Basics of tax planning and optimizing tax obligations.
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Risk Management & Insurance1Lecciones · 7 h 10 min
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Understanding types of insurance: health, life, auto, home, and disability. - How insurance helps in financial security. - Creating a personal risk management plan.
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Investing in Stocks &; Bonds3Lecciones · 5 h 31 min
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Introduction to the stock market and how to buy/sell stocks. - Stock analysis: Fundamental vs. technical analysis. - Introduction to bonds: government, corporate, and municipal bonds.
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Investing in Stocks & Bonds Part 2
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Investing in Stocks & Bonds Part 3
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Mutual Funds, ETFs, and Real Estate1Lecciones · 7 h 20 min
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Differences between mutual funds and ETFs. - Basics of real estate investing: buying, selling, and renting properties. - Understanding REITs (Real Estate Investment Trusts) and their role in diversification.
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