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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
5500,00
Odpowiedzialny Ghania
Ostatnia aktualizacja 22.01.2025
czas ukończenia 2 doby 10 godzin 56 minut
Członkowie 2
  • Business and Job Ethics
    1Lekcje · 4 godz. 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
    1Lekcje · 6 godz. 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
    1Lekcje · 7 godz. 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
    1Lekcje · 6 godz. 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
    1Lekcje · 6 godz. 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
    1Lekcje · 7 godz. 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
    1Lekcje · 7 godz. 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
    3Lekcje · 5 godz. 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
    1Lekcje · 7 godz. 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.