Personal Finance #1 Goals, Planning, & Time Value of Money

Personal Finance #1: Goals, Planning & Time Value of Money 💼💡

Course Description:

Dive into the world of personal finance with Robert (Bob) Steele, a seasoned Certified Public Accountant (CPA), as your guide. This comprehensive course is designed to equip you with the essential personal finance knowledge you need to navigate your financial future with confidence.

What You'll Learn:

• Personal Finance Fundamentals: Understand what personal finance encompasses and how it differs from corporate finance, economics, and accounting. Discover why these concepts are crucial for securing your financial well-being.

• Goal Setting Strategies: Master the art of setting meaningful financial goals tailored to your unique life situation. Learn a structured and effective process to turn your aspirations into achievable objectives.

• Time Value of Money: Grasp the core principles behind time value of money (TVM) concepts, such as present value (PV) and future value (FV). These are vital tools for planning significant life investments like retirement savings or your children's college education.

Course Highlights:

• Real-World Applications: Engage with practical example problems to see the theory in action, presented both through slides and detailed Excel worksheet tutorials.

• Downloadable Resources: Access a custom Excel workbook designed with at least two tabs: one for solutions and another for step-by-step problem solving, enhancing your learning experience alongside instructional videos.

• Long-Term Decision Making: Learn how to approach long-term financial decisions using time value of money concepts, ensuring you're making informed choices that align with your goals.

Why Take This Course?

• Improve Financial Literacy: Enhance your understanding of personal finance and the role it plays in your daily life and long-term success.

• Empower Your Decisions: With knowledge of time value of money, you can make smarter choices that positively impact your financial future.

• Practical Exercises: Apply what you learn through hands-on Excel exercises, reinforcing key concepts and building confidence in your financial planning abilities.

Elevate Your Financial Knowledge with This Course! 💰🚀

Whether you're just starting out or looking to refine your financial strategies, this course will provide the foundational knowledge necessary for a lifetime of smart financial choices. Join us and take the first step towards mastering personal finance!