The Ultimate Finance & Accounting Certification Bundle

1 Review
273 Enrolled
8 Courses & 64 Hours
Deal Price$29.99
Suggested Price$160.00
You save 81%

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
  • Practice Probs. - Personal Finance Core Concepts
  • Excel Probs. - Personal Finance Core Concepts

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

RS
Robert Steele

Robert (Bob) Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating: ★ ★ ★ ★ ★ ★


Mr. 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 a curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

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.
1 Review
3/ 5
All reviews are from verified purchasers collected after purchase.
PS

Peter Schogel

Verified Buyer

Concepts are good. The training is very, very elementary. Glad I was able to speed up the pace. Consistent examples also help with the understanding of what is being taught. I would say this is being tought at a tenth grade level.

Feb 7, 2022
Your Cart
Your cart is empty. Continue Shopping!
Processing order...