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