Complete Personal Finance Mastery

Personal Finance Mastery: Learn Budgeting and Saving, Investment Strategies, Retirement Planning, and ESG Investing

What you'll learn

Financial Literacy Basics

Personal Finance Basics

Retirement Planning Basics

Wealth Management Basics

ESG Investing Basics

Requirements

A stable internet connection

A laptop, desktop, or any other device that allows you to access the course videos

Description

Master the full spectrum of personal finance with the Complete Personal Finance Mastery program. This comprehensive set of five courses is designed to provide you with the knowledge and skills to take control of your financial future, no matter where you are in your financial journey.Start with Financial Literacy Basics, where you'll learn key financial concepts such as budgeting, saving, investing, and managing debt. Build on this foundation in Personal Finance Basics, which covers essential strategies like cash flow management, goal setting, and investment planning.Prepare for the future with Retirement Planning Basics, which explores retirement accounts like 401(k)s and IRA and offers guidance on creating a personalized retirement strategy. In Wealth Management Basics, you'll gain an understanding of advanced wealth-building strategies. Moreover, you will learn how to integrate investments, tax planning, and risk management to grow and preserve your wealth.Finally, dive into ESG Investing Basics to explore the growing field of sustainable investing. Learn how to incorporate Environmental, Social, and Governance (ESG) factors into your investment strategy and understand the future of ethical finance.By completing this program, you’ll have a comprehensive understanding of personal finance —enabling you to manage everyday financial decisions, plan for retirement, grow your wealth, and make responsible, sustainable investments. With Complete Personal Finance Mastery, you’re equipped for long-term financial success.

Overview

Section 1: Financial Literacy Basics

Lecture 1 Introduction to Financial Literacy

Lecture 2 Setting Financial Goals

Lecture 3 Budgeting, Saving and Investing

Lecture 4 Financial Instruments

Lecture 5 Understanding Credit

Lecture 6 Tax Filing and Awareness

Lecture 7 Avoid Common Pitfalls

Lecture 8 Education and Career Horizons

Lecture 9 Conclusion

Lecture 10 Key Takeaways

Lecture 11 FAQs

Lecture 12 Glossary

Section 2: Personal Finance Basics

Lecture 13 Introduction To Personal Finance

Lecture 14 Learning The Basics

Lecture 15 Time Value of Money

Lecture 16 Setting Financial Goals

Lecture 17 Personal Budgeting and Cashflow Management

Lecture 18 Saving Techniques

Lecture 19 Introduction to Investment

Lecture 20 Creating A Systematic Investment Plan

Lecture 21 Portfolio Creation & Risk Management

Lecture 22 The Road Ahead

Lecture 23 Personal Finance Key Takeaways

Lecture 24 Personal Finance FAQs

Lecture 25 Personal Finance Glossary

Section 3: Retirement Planning Basics

Lecture 26 Introduction - Retirement Planning

Lecture 27 Meaning of Retirement Planning

Lecture 28 Historical Background

Lecture 29 Top Principles of Retirement Planning

Lecture 30 Types of Retirement Plans

Lecture 31 Steps to Plan Retirement Successfully

Lecture 32 How Much to Save and When to Retire

Lecture 33 Precautions or Red Flags to Consider

Lecture 34 Navigating Your Retirement Plannings Over the Year

Lecture 35 Case Studies

Lecture 36 Conclusion

Lecture 37 Key Takeaways

Lecture 38 Glossary

Lecture 39 Retirement Planning FAQs

Section 4: Wealth Management Basics

Lecture 40 Introduction

Lecture 41 Meaning of Wealth Management

Lecture 42 Origin or Historical Background

Lecture 43 Types of Wealth Management Services

Lecture 44 Tax Planning and Related Jurisdictions

Lecture 45 Precautions and Red Flags Associated with It

Lecture 46 Tips to Elevate and Enhance Your Existing Wealth

Lecture 47 Conclusion

Lecture 48 Wealth Management Basics - Key Takeaways

Lecture 49 Wealth Management Basics - FAQs

Lecture 50 Wealth Management Basics - Glossary

Section 5: ESG Investing Basics

Lecture 51 Understanding ESG Investing

Lecture 52 ESG in Investment

Lecture 53 ESG Investing Setting Standards & Conducting Analysis

Lecture 54 Impact of ESG on Industries and Their Transformations

Lecture 55 Approaches to ESG Investing

Lecture 56 Avenues for ESG Investing

Lecture 57 Pros and Cons

Lecture 58 ESG Scores

Lecture 59 ESG-Focused Financial Products

Lecture 60 ESG Data & Accountability

Lecture 61 How Investors' Interests May be Driving Increased Attention to ESG Investing

Lecture 62 The Current ESG Practices. Accomplishments, and Anticipated Development

Lecture 63 Conclusion

Lecture 64 Key Takeaways

Lecture 65 Frequently Asked Questions (FAQs)

Lecture 66 Glossary

Individuals looking to build a solid foundation in money management, budgeting, and investing,Young professionals looking to make informed financial decisions and plan for their future,Those wanting to create a secure and effective retirement strategy,People interested in sustainable and socially responsible investing through ESG principles,Anyone aiming to deepen their financial knowledge for personal growth or career development