Introduction to Personal Finance


Innovate Investment Academy

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Course Overview

Course Content

  • Introduction to Personal Finance
    • • Financial goal setting: Identifying short-term and long-term financial goals, and creating a plan to achieve them.

    • • Budgeting: How to create and stick to a budget, including tracking income and expenses, identifying areas to cut costs, and managing debt.

    • • Saving and investing: How to save money and invest for the future, including understanding different types of investments, such as stocks, bonds, and mutual funds.

    • • Retirement planning: Planning for retirement, including setting retirement goals, estimating retirement expenses, and understanding different retirement account options.

    • • Managing debt: Understanding different types of debt, such as credit card debt, student loans, and mortgages, and creating a plan to manage debt.

    • • Understanding credit: Understanding how credit works, including credit scores, credit reports, and the impact of credit on personal finances.

    • • Insurance: Understanding different types of insurance, such as health insurance, auto insurance, and life insurance, and how to choose the right insurance coverage.

    • • Taxes: Understanding how taxes work, including different types of taxes, tax deductions, and tax credits.

    • • Estate planning: Understanding how to plan for the distribution of assets after death, including creating a will and setting up a trust.

    • • Financial literacy: Developing a basic understanding of personal finance concepts and terminology, including compound interest, inflation, and financial ratios.

$ 680.00
  • Lessons 10
  • Enrolled 1
  • Skill Experts
  • Last Update June 6, 2023