The 2023 Ultimate Finance & Accounting Certification Bundle

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267 Enrolled
8 Courses & 64 Hours
$29.99$1,600.00
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What's Included

Personal Finance #1 Goals, Planning & Time Value of Money
  • Experience level required: All levels
  • Access 89 lectures & 22 hours of content 24/7
  • Length of time users can access this course: Lifetime

Course Curriculum

89 Lessons (22h)

  • Your First Program
  • Presentations - Personal Finance Core Concepts
    1010 Personal Financial Planning Overview16:57
    1015 Financial Goals & Activities for Various Life Situations6:23
    1020 Finance, Economics, & Accounting6:37
    1025 Financial Goals23:00
    1030 Personal Finance Planning Procedure12:42
    1040 Time Value of Money Overview24:50
    1045 Present Value16:37
    1050 Present Value Months as Period3:58
    1055 Future Value12:41
    1055 Future Value12:41
    1060 Future Value Months As Period3:56
    1065 Future Value vs Present Value6:13
    1067 Present Value Annuity13:50
    1069 Present Value Annuity Months as Period3:23
    1071 Future Value Annuity11:27
    1073 Future Value Annuity Months3:55
    1075 Present Value Cash Flow Examples14:05
    1077 Future Value Cash Flow Examples9:02
    1079 Present Value Terms Used In Capital Budgeting8:00
    1081 Net Present Value Assumptions2:05
  • Practice Probs. - Personal Finance Core Concepts
    1111 Rule of 72 & Running Balance Calculation14:49
    1112 Excel Present Value, Future Value, & Number of Period23:47
    1113 Present Value & Future Value Mathematical Formulas19:38
    1114 Present Value & Future Value Tables11:46
    1115 Rule of 72 & Running Balance Calculation Prob. 29:04
    1116 Excel Functions Present Value, Future Value, & Number of Period15:18
    1117 Present Value & Future Value Mathematical Formulas Prob. 215:48
    1118 Present Value & Future Value Tables Prob. 212:03
    1119 Rule of 72 & Running Balance Calculation Prob. 39:56
    1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 315:28
    1121 Present Value & Future Value Mathematical Formulas Prob. 315:34
    1122 Present Value & Future Value Tables Prob. 314:06
    1123 Rate of Increase16:30
    1131 Inflation & Estimated Increase in Personal Expenses16:45
    1140 Home Cost Estimated Increase16:41
    1150 Savings Account Compounding Future Value12:23
    1160 Future Value Annuity Investment vs Non-Annuity18:55
    1161 Investment to Meet Goal Present Value13:21
    1162 Annuity Initial Investment Present Value of Annuity14:01
    1180 College Savings Calculation13:07
    1191 Retirement Savings FV of Annuity14:23
    1200 What if We Saved Our $5 a Day Coffee Habit12:54
    1210 Option to Receive Money Today vs a Series of Payments14:43
    1213 Loan Payment Calculation & Amortization Table16:21
    1215 Monthly Loan Payment Calculation & Amortization Table18:01
    1217 Annuity Due or Annuity Beginning Period16:54
    1218 Present Value Monthly Periods15:41
    1222 Present Value Annuity Monthly Periods16:46
    1225 Future Value Monthly Periods13:27
    1230 Future Value Annuity Monthly Periods14:53
    1235 Annuity Due Present Value14:10
    1240 Present Value of Annuity using Non Annuity Excel Functions14:01
    1245 Future Value of Annuity using Non-Annuity Excel Functions12:58
    1255 Retirement Plan Worksheet29:49
  • Excel Probs. - Personal Finance Core Concepts
    1111 Rule of 72 & Running Balance Calculation12:38
    1112 Excel Functions Present Value, Future Value, & Number of Periods22:21
    1113 Present Value & Future Value Mathematical Formulas25:51
    1114 Present Value & Future Value Tables10:48
    1115 Rule of 72 & Running Balance Calculation Prob. 216:13
    1116 Excel Functions Present Value, Future Value, & Number of Period17:53
    1117 Present Value & Future Value Mathematical Formulas Prob. 220:23
    1118 Present Value & Future Value Tables10:59
    1119 Rule of 72 & Running Balance Calculation Prob. 314:19
    1120 Excel Functions Present Value, Future Value, & Number of Period Prob. 315:01
    1121 Present Value & Future Value Mathematical Formulas Prob. 319:25
    1122 Present Value & Future Value Tables10:02
    1123 Rate of Increase21:32
    1131 Inflation & Estimated Increase in Personal Expenses23:13
    1140 Home Cost Estimated Increase16:27
    1150 Savings Account Compounding Interest Future Value16:51
    1160 Future Value Annuity Investment vs Non-Annuity28:38
    1161 Investment to Meat Goal Present Value16:04
    1162 Annuity Initial Investment Present Value of Annuity19:13
    1180 College Savings Calculation19:18
    1191 Retirement Savings FV of Annuity17:59
    1200 What if We Saved Our $5 a Day Coffee Habit12:12
    1210 Option to Receive Money Today vs a Series of Payments17:53
    1213 Loan Payment Calculation & Amortization Table17:19
    1215 Monthly Loan Payment Calculation & Amortization Table18:28
    1217 Annuity Due or Annuity Beginning Period14:46
    1218 Present Value Monthly Periods17:28
    1222 Present Value Annuity Monthly Periods19:17
    1225 Future Value Monthly Periods12:53
    1230 Future Value Annuity Monthly Periods16:19
    1235 Annuity Due Present Value13:50
    1240 Present Value of Annuity using Non-Annuity Excel Functions16:42
    1245 Future Value of Annuity using Non-Annuity Excel Functions16:20
    1250 Home Loan Payment Calculation & Amortization Table17:29
    1255 Retirement Plan Worksheet31:45

Personal Finance #1 Goals, Planning & Time Value of Money

RS
Robert Steele

Robert Steele | CPA, CGMA, MS, Tax, CPI

4.4/5 Instructor Rating: ★ ★ ★ ★ ★ ★

Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

Description

This course will cover the core introductory concepts related to personal finance. It includes many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos. This course will discuss what personal finance is and the differences between personal finance, corporate finance, economics, and accounting are. Learners will also understand why knowing personal finance concepts is important. You will know how to set goals using a formal structure and process based on your personal life situations. This course also covers the time value of money concepts, including present value and future value calculations. Time value of money concepts will be important whenever we are making long-term plans, such as retirement plans or a child’s college education funding plan.

  • Access 89 lectures & 22 hours of content 24/7
  • How to define personal finance
  • How to set financial goals based on your personal life situation
  • Explain the difference between finance, economics, & accounting
  • Define time value of money concepts & how they can be used in long-term planning
  • Calculate present value using multiple methods including Excel
  • Calculate future value using multiple methods including Excel
  • Calculate the present value of an annuity using multiple methods including Excel
  • Calculate the future value of an annuity using multiple methods including Excel

Specs

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Any device with basic specifications

Terms

  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
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