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Finance & Accounting
Personal Finance
R
Robert (Bob) Steele
3/13/2025
ยท
1 min read
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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