跳至内容
首页 └Personal Finance and Investment
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
添加到购物车
负责人 Ghania
最后更新 2025年01月22日
完成时间 2天 10小时 56分钟
成员 2
  • Business and Job Ethics
    1课程 。 4小时 57分钟
    • - 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
    1课程 。 6小时 4分钟
    • 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
    1课程 。 7小时 11分钟
    • - 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
    1课程 。 6小时 56分钟
    • 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
    1课程 。 6小时 46分钟
    • 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
    1课程 。 7小时 1分钟
    • - 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
    1课程 。 7小时 10分钟
    • 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
    3课程 。 5小时 31分钟
    • 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
    1课程 。 7小时 20分钟
    • 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.