Finance & Accounting

Personal Finance

Course Overview

  • Course Title: Personal Finance
  • Instructor: Robert (Bob) Steele
  • Target Audience: Individuals interested in managing personal finances, financial planning, and accounting
  • Prerequisites: Basic understanding of corporate finance concepts

Curriculum Highlights

  • Key Topics Covered:
    • Differences between personal finance and corporate finance
    • Setting personal financial goals
    • Time value of money concepts
    • Future value calculations
    • Present value calculations
    • Money managing skills
    • Compiling personal financial statements
    • Creating a budget
    • Budget vs actual reporting
    • Analyzing common personal financial ratios
  • Key Skills Learned:
    • Financial goal setting
    • Time value of money calculations
    • Personal financial statement creation
    • Budgeting and financial reporting
    • Financial ratio analysis

Course Format

  • Duration: 6.5 hours of on-demand video
  • Format: Self-paced online course
  • Resources:
    • Downloadable Excel workbooks
    • Excel worksheet problems
    • Example problems in presentation format
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