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Personal Finance and Investment

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 20,00
5 500,00
Responsable Ghania
Dernière mise à jour 22/01/2025
Temps d'achèvement 2 jours 10 heures 56 minutes
Membres 2
  • Business and Job Ethics
    1Leçons · 4 h 57 min
    • - Ethical handling of personal financial data and maintaining confidentiality. - Importance of transparency and trust in financial decision-making. - Professional conduct in personal finance advisory.
  • Introduction to Personal Finance & Goal Setting
    1Leçons · 6 h 4 min
    • 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.
  • Budgeting & Expense Tracking
    1Leçons · 7 h 11 min
    • - 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.
  • Saving &; Investment Strategies
    1Leçons · 6 h 56 min
    • 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.
  • Debt Management & Credit Score
    1Leçons · 6 h 46 min
    • 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.
  • Retirement Planning & Tax Optimization
    1Leçons · 7 h 1 min
    • - 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.
  • Risk Management & Insurance
    1Leçons · 7 h 10 min
    • Understanding types of insurance: health, life, auto, home, and disability. - How insurance helps in financial security. - Creating a personal risk management plan.
  • Investing in Stocks &; Bonds
    3Leçons · 5 h 31 min
    • 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.
    • Investing in Stocks & Bonds Part 2
    • Investing in Stocks & Bonds Part 3
  • Mutual Funds, ETFs, and Real Estate
    1Leçons · 7 h 20 min
    • 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.