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Courses
12
Lessons
743
Enrolled
146
What's Included
Advanced Excel Dashboards & Data Visualization Masterclass
$199 Value
Accounting in Only ONE Hour! Learn all 3 Financial Statements
$199 Value
Tax Accounting
$199 Value
Financial Accounting: Payroll
$199 Value
QuickBooks Desktop Pro Personal Tax Tracking Tricks
$199 Value
Personal Finance Masterclass
$199 Value
Excel Financial Analysis
$199 Value
Introduction to Finance, Accounting, Modeling and Valuation
$199 Value
Hedge and Mutual Fund Careers: The Complete Guide
$199 Value
The Personal Finance Course: Save, Protect, Make More
$199 Value
The Beginners Guide to Personal Finance & Wealth Building
$199 Value
Financial Mathematics: Concepts, Calculations & Applications
$199 Value
Product Details
Access
Lifetime
Content
6.0 hours
Lessons
85
Advanced Excel Dashboards & Data Visualization Masterclass
Learn Advanced Skills To Create Excel Dashboards & Data Visualizations
By Jordan Goldmeier | in Online Courses
In this course, you will take a quick dive into concepts such as Array Formulas and formula-driven developments. As you progress, you will see how each module builds from top to bottom. Also, you will be exposed to often overlooked features such as Excel's form controls, which can drive tremendous interactivity. At the same time, you will run through the rules of data visualization, making sure that what you build communicates its message. By the end of this course, you won't just be good at data visualization and dashboards, but also, you will become a master Excel builder.
4.3/5 average rating:
★ ★ ★ ★
★
- Access 85 lectures & 6 hours of content 24/7
- Learn advanced skills to create dashboards & data visualizations in Excel
- Quickly create dashboards, reports & interactive applications without macros
- Use Microsoft Excel with confidence
- Get downloadable Excel workbooks to practice on
- Attain personal Excel support from professional Excel trainers
- Become expert at creating interactive analysis
- Be more productive at using Microsoft Excel
- Increase your Microsoft Excel skills & knowledge within hours
- Test your skills with different real life quizzes, homework, practice activities, & assignments
Jordan Goldmeier | Chief Data Anarchist
4.3/5 Instructor Rating:
★ ★ ★ ★
★
Jordan Goldmeier is an internationally recognized analytics professional and data visualization expert, author and speaker. A former chief operations officer at Excel.TV, he has spent years in the data training trenches. He is the author of Advanced Excel Essentials and Dashboards for Excel, and currently working on this 3rd book, Becoming a Data Head (Wiley, 2021), on helping managers communicate, challenge, and understand data science with a common language and expectation.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: intermediate
Requirements
- Excel for Windows 2010, 2013, 2016, 2019
- Office 365
- Excel for Mac 2011 and 2016
Course Outline
- Your First Program
- 1 - Introduction
- 1.1 Introduction - 0:49
- 1.2 Why Even Use Excel? - 7:35
- 1.3 Why Dashboards + Datavis? - 5:23
- 1.4 Interactive Dashboards in Excel - 10:19
- 1.5 Quiz
- 2 - Thinking Outside the Cell
- 2.1 Thinking Outside the Cell - 6:47
- 2.2 Why develop differently - 3:40
- 2.3 Inserting the camera tool - 2:57
- 2.4 How to use the camera tool - 7:54
- 2.5 Development Principles - 12:49
- 2.6 Quiz
- 3 - Working with Formulas
- 3.1 Formula Editing Tips - 11:52
- 3.2 Excel Calculation Engine - 9:08
- 3.3 Writing Better Formulas - 11:10
- 3.6 Quiz
- 4 - Advanced Formulas for Dashboards & Decisions
- 4.1 Lookup Functions - 2:44
- 4.2 How to use VLOOKUP - 3:24
- 4.3 How to use INDEX/MATCH - 6:28
- 4.4 Combining formulas - 4:24
- 4.5 How to use Array Formulas - 2:49
- 4.6 Array Formulas Demo - 20:44
- 4.7 Section Review - 2:20
- 4.8 Quiz
- 4.9 Practice
- 5 - Excel Tables are the Best!
- 5.1 Introduction to Excel Tables - 3:43
- 5.2 Inserting a New Excel Table - 8:35
- 5.3 Working with Tables - 7:29
- 5.4 Excel Tables Demo - 4:34
- 5.5 Rules for using Excel Tables - 2:35
- 5.6 Quiz
- 5.7 Practice
- 6 - Sorting and Decision Functions
- 6.1 Introduction to Sorting Functions - 19:20
- 6.2 Creating Filters with SUMPRODUCT - 1:38
- 6.3 Filtering on Excel Tables - 17:26
- 6.4 Data Aggregation - 13:26
- 6.5 Section Summary - 2:12
- 6.6 Quiz
- 6.7 Practice
- 7 - Form Controls for Interactivity
- 7.1 The DEVELOPER Tab - 1:32
- 7.2 Excel Form Controls - 3:44
- 7.3 Form Controls Demo - 14:55
- 7.4 Form Control Basics - 1:59
- 7.5 Creating a Scrollable Table - 7:26
- 7.6 Quiz
- 7.7 Practice
- 8 - Formula-driven Development
- 8.1 Introduction to Formula-driven Development - 29:11
- 8.2 The Information-Transformation-Presentation Dynamic - 5:06
- 8.3 Quiz
- 9 - Creating an Interactive Legend Dashboard
- 9.1 Section Introduction - 1:50
- 9.2 Creating an Interactive Legend - 7:18
- 9.3 Perfecting the Interactive Legend - 16:50
- 9.4 Maintaining the Interactive Legend - 3:11
- 9.5 Practice
- 10 - Creating an Interactive Chart Dashboard
- 10.1 Section Introduction - 0:38
- 10.2 Setting up an Interactive Chart - 6:56
- 10.3 Formatting the Interactive Chart - 5:04
- 10.4 Maintaining the Interactive Chart - 2:51
- 10.5 Practice
- 11 - Interactive Tornado Dashboard with Drill Downs
- 11.1 Section Introduction - 0:41
- 11.2 Setting up the Interactive Dashboard - 15:27
- 11.3 Formatting the Interactive Dashboard - 1:49
- 11.4 Maintaining the Interactive Dashboard - 2:58
- 11.5 Practice 1
- 11.6 Practice 2
- 12 - Data Visualization
- 12.1 Introduction to Visual Perception - 8:22
- 12.2 The Gestalt Laws of Grouping - 4:37
- 12.3 Preattentive Attributes - 2:34
- 12.4 The Problem with Pie Charts - 1:45
- 12.5 Introduction to Infographics - 2:01
- 12.6 Quiz
- 13 - Special Charts
- 13.1 Expanding the Chart Library - 0:26
- 13.2 Dual Axis Band Chart - 4:21
- 13.3 Shaded Area Banded Chart - 4:31
- 13.4 Limit and Control Charts - 3:11
- 14 - Bullet Charts
- 14.1 Introduction to Bullet Charts in Excel - 1:28
- 14.2 Bullet Chart Demo - 7:00
- 14.3 Horizontal Bullet Chart Trick - 4:03
- 14.4 Practice
- 15 - Infographics in Excel
- 15.1 Introduction to Infographics in Excel - 1:17
- 15.2 Progress Meter Chart - 8:44
- 15.3 Donut Chart - 6:01
- 15.4 "Waffle" Chart - 5:58
- 15.5 Bringing it all together with the CAMERA - 2:13
- 15.6 Practice
- 16 - Conclusion
- Continue Learning! - 2:38
Access
Lifetime
Content
1.0 hours
Lessons
17
Accounting in Only ONE Hour! Learn all 3 Financial Statements
Learn the Basics of Accounting — From Equations to Actual Balance Sheets
By Son Han | in Online Courses
Do you want to learn the basics of accounting incredibly quickly? Do you want a professor that works the problems with you? Do you want an interactive and fun course? If yes, then this is the course for you. With this class, you'll learn the basics of accounting and you can complete it in only one hour! You will work on the provided handouts like you are sitting in the classroom. This is a proven technique that will help you absorb accounting concepts in a jiff.
2,393 positive reviews from 26,392 students enrolled
- Access 17 lectures & 1 hour of content 24/7
- Understand the basics of accounting
- Create a simplified Balance Sheet
- Know the difference between a debit & a credit
- Calculate the net income of a business
"Quick, simple and easy to understand — I would like finance to be always like that. I really like this course as it makes a great recap of the knowledge I have. I can really recommend it." – Robert Michalak
BrainyMoney | Personal Finance Made Easy!
4.4/5 Instructor Rating:
★ ★ ★ ★
★
Personal Finance is easy. It takes 2 hours to learn. The hard part is staying motivated. BrainyMoney builds the best personal finance courses, causes no unnecessary harm, uses business to inspire and implements solutions to improve financial lives of people.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- Accounting 101
- Course Manual - 1:20
- Intro With Headshot_2 - 2:49
- Lecture_01 - 3:09
- Lecture_02 - 3:03
- Lecture_03 - 1:29
- Lecture_04 - 2:00
- Lecture_05 - 7:11
- Lecture_06 - 5:33
- Lecture_07 - 3:07
- Lecture_08 - 3:06
- Lecture_09 - 2:39
- Lecture_10 - 2:09
- Lecture_11 - 2:32
- Lecture_12 - 4:16
- Lecture_14 - 2:26
- Lecture_15 - 4:30
- Lecture15Final - 2:17
Access
Lifetime
Content
2.0 hours
Lessons
11
Tax Accounting
Advance Your Career in Taxation & Procure Job in the Relevant Field
By Skill UP | in Online Courses
This Tax Accounting course is designed with the utmost attention and thorough research. All the topics are broken down into easy to understand bite-sized modules that help you better understand each lesson very easily. Some of the topics that will be discussed under this course are as follow: Tax System and Administration in the UK, Tax on Individuals, National Insurance, Payee, Payroll and Wages, and more. After this course, you will be equipped with all the knowledge about taxation, enabling you to advance your career and procure a job in the relevant field.
- Access 11 lectures & 2 hours of content 24/7
- Learn the basic of Tax Accounting
- Know the Tax System & Administration in the UK
- Understand Tax on Individuals
- Gain knowledge about National Insurance
- Gather useful insights on Payee, Payroll, & Wages
Skill Up
Skill Up is a London-based writer who has graduated from Palmers College in the South of England. He worked for one of the UKs leading financial organizations for over 25 years. A keen learner, he enjoys performing the extensive research needed for online courses.Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- Tax System and Administration in the UK
- Tax System and Administration in the UK - 17:48
- Tax on Individuals
- Tax on Individuals - 12:35
- National Insurance
- National Insurance - 7:43
- How to Submit a Self-Assessment Tax Return
- How to Submit a Self-Assessment Tax Return - 6:36
- Fundamentals of Income Tax
- Fundamentals of Income Tax - 16:51
- Payee, Payroll and Wages
- Payee, Payroll and Wages - 14:42
- Value Added Tax
- Value Added Tax - 16:20
- Corporation Tax
- Corporation Tax - 11:38
- Double Entry Accounting
- Double Entry Accounting - 6:11
- Management Accounting and Financial Analysis
- Management Accounting and Financial Analysis - 7:39
- Career as a Tax Accountant in the UK
- Career as a Tax Accountant in the UK - 10:46
Access
Lifetime
Content
6.0 hours
Lessons
43
Financial Accounting: Payroll
Federal Income Tax, Social Security, & Medicare — Learn about Payroll Calculations and Payroll Journal Entries
By Robert Steele | in Online Courses
This financial accounting and payroll class will cover payroll topics including payroll legislation, payroll calculations, and entering payroll journal entries. It will concentrate on laws that deal with the calculations of payroll and payroll withholdings while covering the generation of payroll registers and earning reports which are primary tools in helping you calculate payroll. Also, this course will discuss how to calculate payroll tax withholding like federal income tax (FIT), social security, and medicare.
- Access 43 lectures & 6 hours of content 24/7
- Learn the basics of Payroll Legislation
- Know about Federal Income Tax & Retirement Plans
- Understand the laws that deal with the calculation of payroll & payroll withholdings
- Cover the generation of Payroll Registers & Earning Records
- Discuss how to calculate Payrol Tax Withholding like Federal Income Tax (FIT), Social Security & Medicare
Robert (Bob) Steele | CPA, CGMA, M.S. Tax, CPI
4.3/5 Instructor Rating:
★ ★ ★ ★
★
Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Basic understanding of financial accounting & debit and credits
Course Outline
- Payroll Accounting
- 120 Form W-3 & W-2 - 11:57
- 100 Payroll Controls and Documentation - 8:12
- 10 Payroll Introduction - 6:03
- 130 Reconciling Year End Payroll Forms - 9:19
- 110 Form 940 - 11:35
- 10 Regular & Overtime Pay Calculation - 5:11
- 100 Form 941 - 14:29
- 23 New Employee Tax Forms & Contractor vs Employee - 17:15
- 22 Payroll Periods and Time Frames - 7:05
- 25 Federal Income Tax FIT - Percent Method - 7:43
- 310 Minimum Wage & Nonexempt Employees - 5:33
- 315 Payroll Calculations - 6:13
- 410 Fringe Benefits - 6:08
- 510 Federal Income Tax (FIT) - 14:47
- 30 Federal Income Contributions Act (FICA) - 8:06
- 30 Social Security Tax Calculation - 6:10
- 40 Medicare Tax Calculation - 3:31
- 330 Payroll Register - 9:41
- 515 Social Security - 11:36
- 615 Federal & State Unemployment Tax - 9:19
- 415 Deductions From Gross Pay - 6:23
- 620 Form 941 - 11:57
- 520 Medicare Tax - 6:03
- 420 Retirement Plans - 9:16
- 425 Post Tax Deductions - 5:42
- 40 FUTA, SUTA Workers Compensation - 4:53
- 505 Net Pay Calculation - 5:22
- 55 Employer Taxes Calculation - 7:19
- 920 Form W-3 - 10:33
- 20 Federal Income Tax FIT - 7:14
- 50 Federal Unemployment Tax Act Calculation - 3:43
- 70 Payroll Expense Journal Entry - 10:40
- 605 Taxes Employer Employee - 9:21
- 610 FICA Employer - 4:57
- 50 Payroll Ethics & Practices - 8:28
- 60 Employer Responsibilities and Processes - 7:51
- 625 Form 940 - 8:51
- 90 Pay Payroll Tax Expense Journal Entry - 8:51
- 320 Overtime Calculation - 9:27
- 20 Payroll Legislation - 7:53
- 525 Other Deductions & Payment Methods - 8:08
- 80 Payroll Tax Expense Journal Entry - 8:17
- 21 Payroll Consideration and Tax Forms - 16:19
Access
Lifetime
Content
4.0 hours
Lessons
36
QuickBooks Desktop Pro Personal Tax Tracking Tricks
Learn & Practice QuickBooks Tax Tracking Methods & Have Well-Organized Year-End Tax Preparation Materials
By Robert Steele | in Online Courses
This four-hour course will teach you how to use QuickBooks to track personal tax items as well as business expenses easily so that you have year-end tax preparation materials in one well-organized place. With 22 lectures, you'll learn two methods for tracking personal tax items in your business QuickBooks file—one method working with equity draw accounts and the other utilizing QuickBooks classes. By the end of this course, you will also learn to use QuickBooks to track personal payments as well as business payments.
- Access 36 lectures & 4 hours of content 24/7
- Use equity draws accounts to track personal tax items in a business QuickBooks Desktop Pro 2019 file
- Add, work w/ & explain how to use QuickBooks Desktop Pro 2019 classes
- Use classes to track personal tax items in a business
- Explain how the profit & loss statement is related to the equity section of the balance sheet
Robert (Bob) Steele | CPA, CGMA, M.S. Tax, CPI
4.3/5 Instructor Rating:
★ ★ ★ ★
★
Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: all levels
Requirements
- Familiar with QuickBooks and/or accounting
Course Outline
- Introduction
- 110 Personal Tax Deductions Problem - 3:40
- 120 Personal Tax Deductions Tracking Methods - 13:49
- Equity Method - Using Draws Accounts To Categorize Personal Tax Items
- Equity Method - Using Draws Accounts To Categorize Personal Tax Items - 0:53
- QuickBooks Backup Links in Next Section - 0:09
- QuickBooks Backup Files
- Backup Files - Download & Restore - 4:35
- PDF File To Download - 0:18
- PDF File to Download
- 510 Tax Deductions Tracking Equity Draws Account Method Overview - 10:37
- 515 Tax Deductions Tracking Equity Draws Account Method Charitable Contributions Data Input - 15:22
- 520 Tax Deductions Tracking Equity Draws Account Method Education - 9:20
- 525 Tax Deductions Tracking Equity Draws Account Method Child Care - 11:27
- 530 Tax Deductions Tracking Equity Draws Account Method Medical Costs - 12:35
- 535 Tax Deductions Tracking Equity Draws Account Method Personal State Tax Costs - 10:43
- 545 Tax Deductions Tracking Equity Draws Account Method Close Draws Accounts - 17:00
- 545 Tax Deductions Tracking Equity Draws Account Method Subaccount - 7:35
- 550 Tax Deductions Tracking Equity Draws Account Method Enter Data For Prior Months - 10:20
- 555 Tax Deductions Tracking Equity Draws Account Method Bank Reconciliation - 14:54
- Classes Account Method - Using Classes To Categorize Personal Tax Items
- Classes Account Method - Using Classes To Categorize Personal Tax Items - 1:01
- QuickBooks Backup Link - 0:09
- Backup Files - Download & Restore - 4:35
- PDF Bank Statement to Download - 0:18
- 710 Tax Deductions Tracking Using Account Classes Method Overview - 15:57
- 712 Tax Deductions Tracking Using Account Classes Method Set Up Classes - 7:32
- 715 Tax Deductions Tracking Using Account Classes Method Charitable Contributions - 13:29
- 720 Tax Deductions Tracking Using Account Classes Method Education - 7:45
- 725 Tax Deductions Tracking Using Account Classes Method Child Care - 8:00
- 730 Tax Deductions Tracking Using Account Classes Method Medical Costs - 11:01
- 732 Tax Deductions Tracking Using Account Classes Method IRA Individual Retirement Account - 7:44
- 735 Tax Deductions Tracking Using Account Classes Method Personal State Tax Costs - 5:12
- 740 Tax Deductions Tracking Using Account Classes Method Subaccount - 12:34
- 745 Classed Account Method Filter Reports by Classes - 15:55
- 750 Tax Deductions Tracking Using Account Classes Method Bank Reconciliation - 9:24
- Comparison - Equity Draws Method & Classes Account Method
- Comparison - Equity Draws Method & Classes Account Method - 0:44
- Backup Files Link - 0:09
- 810 Personal Tax Deductions Tracking Methods Comparison - 18:26
Access
Lifetime
Content
6.0 hours
Lessons
102
Personal Finance Masterclass
Save More, Invest Smarter, Reduce Loans & Retire Easier with This Complete Guide to Understanding Money
By Phil Ebiner | in Online Courses
True financial freedom is a luxury many people never achieve. With this immersive course, however, you'll gain the tools you need to not only manage your wealth but build it so you can attain a new level of financial independence. From budgeting and investing in retirement planning and taxes, this is the online personal finance course to make you truly understand your money.
- Access 102 lectures & 6 hours of content 24/7
- Learn to budget & save your money & reduce expenses
- Understand credit cards & taxes
- Discuss loans, debts & debt reduction
- Get a crash course in investing & growing your income
- Examine retirement basics, planning & post-work financial freedom
- Navigate real estate, mortgages & other big ticket purchases
Phil Ebiner | Top-Rated Instructor
4.5/5 Instructor Rating:
★ ★ ★ ★
★
Phil Ebiner's passion is inspiring people through online courses. Since 2012, over 200,000 students have taken his online courses. He graduated with a Bachelor's Degree in Film and Television Production from Loyola Marymount University, Los Angeles. Over the past 5 years, he has shot and edited thousands of videos that have played everywhere from the movie screen and television to film festivals and YouTube.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- First Section
- Course Intro - 3:13
- Golden Rule Of Personal Finance - 2:55
- How to Retire Early in 4 Minutes - 3:50
- Why the Rich get Richer - 2:55
- How Does Money Work - 5:00
- Measuring Your Financial Success - 2:59
- Budgeting, Savings, Reducing Expenses
- Section Overview - Budgeting and Reducing Expenses - 0:56
- Why Your Savings Rate Is So Important - 2:30
- How to Budget the Smart Way - 5:45
- 3 Tools to Help Track Spending - 1:05
- How to Budget with Mint.com - 12:52
- Budgeting with Excel Free Template - 13:29
- Why Cut Out the $5 Latte - 5:25
- Easy Ways to Reduce Expenses - 2:24
- 3 Biggest Budget Busters - 3:48
- Emergency Funds - 3:31
- Banks vs. Credit Union - 4:58
- Automating your finances - 5:48
- Fun Frugal Activities - 2:25
- Grow Your Income: Make More Money
- Section Overview - Increasing Income - 1:00
- Increasing Income vs. Reducing Expenses - 4:04
- How Much Do You Value Your Time - 3:32
- Getting a Raise-Promotion - 4:06
- How to Have a Side Income - 2:58
- Turning Hobbies Into Profit - 3:58
- The Importance of Work - Life Balance - 2:38
- How to Make Money Online - 4:03
- Credit Cards, Credit Scores, and Debit Cards
- Section Overview - Credit Cards - 0:41
- How do Credit Cards Work? - 4:39
- What is a credit score? - 4:46
- Credit Card Rewards - 3:52
- Debit vs Credit - 2:39
- Loans, Debt, and Debt Reduction
- Section Overview - Debt - 1:19
- What is a Loan? - 1:53
- Why Taking Loans Can be a Good Thing - 3:37
- What Does It Mean to be in Debt? - 7:35
- Basics of Debt Reduction - 5:13
- How We Would Get Our of Debt - 4:05
- Debt Consolidation - 3:24
- Debt Collections - 4:48
- Secured vs. Unsecured Debt - 2:52
- Why You Should Never Co-Sign A Loan - 2:56
- Investing 101
- Section Overview - Investing - 1:06
- Investing Basics - 5:36
- Alternative Investments - 3:28
- What Should I Invest In? - 3:50
- 3 Graphs that Show the Power of Investing - 4:38
- Compound Interest - 3:12
- Should I Get A Financial Advisor? - 3:18
- Reducing Taxes with Investments - 4:01
- Target Date Funds - 1:42
- Why I Love Vanguard - 2:37
- Retirement Basics
- Section Overview - Retirement - 1:22
- What is the 4% Rule? - 5:24
- How Does Retirement Work - 7:44
- Retirement Account Basics - 4:37
- What's a Pension? - 1:40
- How to Start Investing for Retirement - 5:05
- Does Your Company Have a Bad 401k? - 3:02
- Should I Count on Social Security? - 2:29
- Early Retirement and Financial Freedom
- Section Overview - Early Retirement - 2:13
- Early Retirement vs Financial Independence - 3:14
- What Does Retirement Look Like For You- - 2:05
- Self Reliance and Adaptability - 3:08
- Calculating Your Net Worth - 2:40
- How Do I Get My Money When I Retire - 1:52
- Real Estates, Mortgages, and Buying a Car
- Section Intro - Real Estate, Mortgages, and Other Big Ticket Purchases - 1:12
- How Buying a House Works - 6:48
- How to Save Up for a House Down Payment - 3:55
- Paying Off a Mortgage vs. Investing - 3:16
- Car Buying Basics - 4:33
- How Much Car Can I Afford? - 5:23
- Should I Get a Car Loan? - 4:58
- I'm Upside Down On My Car Loan! - 1:49
- Taxes
- Section Overview - Taxes - 1:19
- What are Taxes? - 1:47
- Higher Tax Bracket Not a Bad Thing - 1:48
- Why You Don't Want a Tax Refund - 1:59
- Healthcare Penalties - 1:56
- Capital Gains Tax - 2:35
- Should I Do My Taxes Myself- - 3:01
- Love and Money
- Section Overview - Love and Money - 2:22
- Dating Someone With Bad Financial Habits - 3:21
- How Do Kids Affect Your Finances - 2:37
- Joint vs. Separate Finances - 5:29
- Health Insurance - 4:05
- Life Insurance - 4:39
- Loaning Money to Friends and Family - 4:15
- Divorce and Your Finances - 3:40
- Youth and Money
- Section Intro - Youth and Money - 2:50
- Investing for teenagers - 2:01
- I Want to Move out of My Parents - 5:17
- My Parents Kicked Me Out - 2:34
- I Just Received an Inheritance - 3:33
- Student Loans and Other College Survival Tips - 6:29
- Forget College Learn a Trade - 2:36
- Psychology and Money
- Section Overview - Psychology and Money - 1:38
- Lifestyle Inflation - 5:15
- Buy High, Sell Low - 4:47
- That's Not Saving Money - 2:58
- Compulsive Spending and Gambling - 2:03
- Conclusion
- Thank You - 1:10
Access
Lifetime
Content
5.0 hours
Lessons
29
Excel Financial Analysis
Learn Excel Statement Models & Finance Models
By John Bura | in Online Courses
In this course, you'll go from complete novice to someone with enough knowledge to build a balance sheet and learn to calculate cash flow with Excel statement models. You'll take advantage of Excel's most essential functions and formulas to help you create statement models and build practical projects.
- Access 29 lectures & 5 hours of content 24/7
- Learn everything you need to know about financial analysis
- Build a balance sheet
- Learn to calculate cash flow with Excel statement models
- Learn finance methods to build practical projects
John Bura
John Bura has been programming games since 1997 and teaching since 2002. John is the owner of the game development studio Mammoth Interactive. This company produces XBOX 360, iPhone, iPad, android, HTML 5, ad-games and more. Mammoth Interactive recently sold a game to Nickelodeon! John has been contracted by many different companies to provide game design, audio, programming, level design and project management. To this day John has 40 commercial games that he has contributed to. Several of the games he has produced have risen to number 1 in the Apple’s app store. In his spare time John likes to play ultimate Frisbee, cycle and work out.Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Microsoft Excel
Course Outline
- Intro to Mammoth Interactive
- 00 About Mammoth Interactive - 1:05
- 01 How to Learn Online Effectively - 13:39
- 01. Introduction to the course
- 1.1 Introduction to the Course - 4:16
- 1.2 Why should you learn Financial Analysis - 4:22
- 1.3 Introduction of the instructor - 6:24
- 1.4 Course requirements (what software, experience) - 5:46
- Source Files
- 02. Excel Statement Models
- 2.1 What will we learn in this section - 2:35
- 2.2 Preparing Data Source for P&L - 16:08
- 2.3 Create P&L Structure - 13:27
- 2.4 Adding Data to P&L - 19:48
- 2.5 Calculating Variances - 11:51
- 2.6 Balance Sheet Structure - 10:43
- 2.7 Adding Values on BS from different files format - 20:38
- 2.8 Cash Flow Structure - 10:25
- 2.9 Calculating Cash Flow - 11:04
- 2.10 Challenge - 1:35
- Source Files
- 03. Excel Finance Methods
- 3.1 What will we learn in this section - 5:48
- 3.2 Forecast with scenarios - 23:29
- 3.3 How to Calculate Finance main KPI's - 15:38
- 3.4 Fixed Assets Roll Forward - 18:29
- 3.5 Loan Schedule - 13:54
- 3.6 AR Management Basics - 20:49
- 3.7 Customers Rank - 11:56
- 3.8 Create Budgets Categories - 19:45
- 3.9 Challenge - 1:25
- Source Files
- Course Summary
- 4.1 Course Summary and Next Steps - 31:21
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Lessons
44
Introduction to Finance, Accounting, Modeling and Valuation
Learn Finance & Accounting From an Award-Winning MBA Professor & Venture Capitalist
By Chris Haroun | in Online Courses
Don't know what you're talking about or doing when it comes to financing and accounting? This course from award-winning MBA professor and former Goldman Sachs employee, Chris Haroun, will help you understand accounting, finance, financial modeling, and valuation from scratch. By the end of the course, you'll have a firm financial literacy and understand how to pursue more advanced finance goals so you can not only get a better hang of your personal finances but add your financial expertise to your professional resume.
- Access 44 lectures & 4 hours of content 24/7
- Understand accounting, finance, financial modeling, & valuation
- Create, analyze & forecast an income statement, balance sheet & cash flow statement
- Learn how to value companies using several different valuation methodologies
- Discover how to analyze financial statements using many different financial ratios & formulas
Chris Haroun | Award Winning MBA Professor, Venture Capitalist and Author
4.5/5 Instructor Rating:
★ ★ ★ ★
★
Chris Haroun is an award winning business school professor, venture capitalist, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture, and several firms that he has started, including an investment firm that had a venture capital / private investment in Facebook several years before the Facebook IPO. He is the founder and CEO of Haroun Education Ventures.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- Introduction to Finance, Accounting, Modeling and Valuation
- 1. Section 1: Course Introduction & Who is this Course For? - 4:44
- [Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
- 2. Section 2: Why is the Income Statement Important & How Can It Help You Achieve Your Goals ANDIncome Statement Explanation - 6:02
- 3. Income Statement Example and Analysis - 8:48
- 4. Income Statement Analysis Exercise AND Income Statement Analysis Exercise Answers Explanations - 4:25
- 5. Section 3: Balance Sheet Analysis: Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals ANDBalance Sheet Explanation - 3:20
- 6. Balance Sheet Example and Analysis - 8:39
- 7. Balance Sheet Analysis Exercise ANDBalance Sheet Analysis Exercise Answer Explanations - 3:59
- 8. Section 4: Cash Flow Statement Analysis: Why is the Cash Flow Statement Important + How Can It Help You Achieve Your Goals ANDCash Flow Statement Explanation - 3:39
- 9. Cash Flow Statement Example - 6:34
- 10. Cash Flow Statement Analysis Exercise ANDCash Flow Statement Analysis Exercise Answer Explanations - 3:03
- 11. Financial Statement Analysis Conclusion (How All 3 Statements Are Related) - 2:17
- 12. Section 5: Financial Modeling Part 1 of 4: Introduction and Best Practices: Why is Financial Modeling Important & How Can It Help You Achieve Your Goals - 2:04
- 13. Financial Modeling Best Practices - 5:13
- 14. Section 6: Financial Modeling Part 2 of 4: Where Do I Get Historical Data From? Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models - 2:01
- 15. Introduction to Investor Relations (A Great Model Data Source) - 11:01
- 16. Introduction to SEC.gov (Another Great Model Data Source) - 7:07
- 17. Yahoo Finance (Another Great Model Data Source) - 5:28
- 18. What is the Quarterly Earnings Call and Why Is It Important for Modeling Purposes? - 4:35
- 19. Section 7: Financial Modeling Part 3 of 4: Case Study Introduction and What You Will Learn in this Section - 2:05
- 20. Qualitative Analysis of LinkedIn - 2:22
- 21. What is the Total Addressable Market for LinkedIn and Why is this Important? - 6:10
- 22. LinkedIn Model Introduction - 4:15
- 23. LinkedIn Model Discussion in More Detail (Historical Data Only) - 17:47
- 24. Forecasting the LinkedIn Model - 16:34
- 25. Section 8: Financial Modeling Part 4 of 4: Financial Modeling Exercises Introduction AND Financial Modeling Exercise - 4:45
- 26. Financial Modeling Exercise Explanation - 10:08
- 27. Section 9: Valuation Part 1 of 6: Introduction and Best Practices: Introduction to Valuation and More Detail on Growth Versus Value and PE + PR + DCF Overview AND MENTION OF PDF 25 Valuation and Modeling Best Practices - 6:01
- 28. Section 10: Valuation Part 2 of 6: Discounted Cash Flow (DCF). What is DCF, Why is it Important and How Does it Work? - 6:17
- 29. Calculating the Terminal Value - 2:42
- 30. Calculating the Weighted Average Cost of Capital (WACC) - 6:23
- 31. DCF Example - 7:44
- 32. DCF Exercise - 2:01
- 33. DCF Exercise Answer Explanations Part 1 of 2 - 19:27
- 34. DCF Exercise Answer Explanations Part 2 of 2 - 10:31
- 35. Section 11: Valuation Part 3 of 6: Price to Revenue: What is Price to Revenue and Why Do We Need to Base a Target Price on this Ratio - 2:11
- 36. Price to Revenue Example + Price to Revenue Valuation Exercise and Answer - 7:18
- 37. Section 12: Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies: Introduction to P/E and Why it Matters - 2:48
- 38. Price to Earnings Example AND THIS IS EXCEL ONLYPrice to Earnings Exercise _AND Price to Earnings Exercise Answer Explanations - 8:34
- 39. Section 13 & 14: Valuation Sections 5 & 6: Final Target Price Calculation & "TAM Sanity Check," and Comparing TAM to the Target Price - 3:42
- 40. Section 15: Assessing Financials with Formulas: Introduction to Formulas AND Amazing Formulas to Assess Financials - 8:08
- 41. Exercise on Using Formulas and Answers - 10:44
- 42. Section 16: Course Conclusion - 2:00
- Introducing Our NEW MBA Degree Program - 2:44
Access
Lifetime
Content
7.0 hours
Lessons
99
Hedge and Mutual Fund Careers: The Complete Guide
Understand Mutual Funds & Stocks with 8 Hours of Content from Award-Winning MBA Professor Chris Haroun
By Chris Haroun | in Online Courses
This Hedge & Mutual Fund Career course helps you understand how to pick stocks as professional investors do at mutual funds and hedge funds, even if you have no previous experience. You will also learn how to get a job, get promoted and how to excel in the world of mutual funds and hedge funds. With 99 lectures from award-winning MBA professor Chris Haroun, you'll understand exactly what a hedge fund is, its different strategies, and how it works. You'll also learn how to pick stocks by using easy to understand methodologies that professional investors at the top hedge funds and mutual funds use.
- Access 99 lectures & 7 hours of content 24/7
- Know exactly what hedge & mutual funds are, their strategies & how they work
- Learn how to analyze & understand a balance sheet
- Learn how to come up w/ mutual fund & hedge fund investment ideas
- Understand how investment banks can help you be more successful in a hedge fund or mutual fund career
- Get excellent tips & secrets on how to get promoted at a hedge fund
Chris Haroun | Award Winning MBA Professor, Venture Capitalist and Author
4.5/5 Instructor Rating:
★ ★ ★ ★
★
Chris Haroun is an award winning business school professor, venture capitalist, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture, and several firms that he has started, including an investment firm that had a venture capital / private investment in Facebook several years before the Facebook IPO. He is the founder and CEO of Haroun Education Ventures.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- PC or Mac
- Basic understanding of Microsoft Excel
Course Outline
- Introduction and What is the Buy Side (Meaning Hedge Funds or Mutual Funds)?
- Thank You Message from Chris
- Course Introduction & Who is this Course For? - 5:02
- What is the Relationship Between the Buy Side and the Sell Side? - 5:40
- Practice Activity: Decide What Buy Side Role You Are Most Passionate About - 0:19
- Practice Activity Results Analysis: Congratulations! - 3:46
- Hedge Funds Overview
- A Day in the Life of a Hedge Fund Analyst - 4:40
- Pros and Cons of Working at a Hedge Fund - 2:08
- Other Hedge Fund Strategies (Event Driven, Computer Trading etc.) - 4:49
- Mutual Funds Overview
- Mutual Funds Introduction - 6:03
- A Day in the Life of a Mutual Fund Analyst - 1:06
- Pros and Cons of Working at a Mutual Fund - 2:56
- What is a Buy Side Research Process?
- Research Process Introduction - 1:37
- 8 Step Research Process - 7:52
- Completing an Investment Idea Template - 5:14
- Differences Between the Research Process at a Hedge Fund and at a Mutual Fun - 1:20
- Catalysts
- What is an Investment Catalyst and Why is it Important? - 1:10
- Catalysts for Hedge Funds - 5:15
- Catalysts for Mutual Funds - 4:24
- Coming Up with Hedge Fund Investment Ideas
- Introduction to Coming Up with Hedge Fund Long (Buy) and Short Ideas. - 1:12
- Top Down Versus Bottoms Up Hedge Fund Investment Ideas & Themes - 2:48
- How to Create and Pitch Hedge Fund Long Ideas - 4:58
- How to Create and Pitch Hedge Fund Short Ideas + Exercise - 6:38
- Hedge Fund Idea Templates (Use these to impress your boss or potential boss)
- Coming Up with Mutual Fund Investment Ideas
- Introduction to Coming Up with Mutual Fund Long (Buy) Ideas. - 1:24
- How to Create and Pitch Mutual Fund Long (Buy) Ideas - 10:30
- Long Only Mutual Fund Template (Use this to Impress your Boss/Potential Boss)
- Accounting Part 1 of 3: Income Statement Analysis
- Why is the Income Statement Important & How Can It Help You Achieve Your Goals - 1:49
- Income Statement Explanation - 3:56
- Income Statement Example and Analysis - 8:48
- Income Statement Analysis Exercise - 1:07
- Income Statement Analysis Exercise Answers Explanations - 2:57
- Accounting Part 2 of 3: Balance Sheet Analysis
- Why is the Balance Sheet Important & How Can It Help You Achieve Your Goals - 1:08
- Balance Sheet Explanation - 2:04
- Balance Sheet Example and Analysis - 8:39
- Balance Sheet Analysis Exercise - 0:59
- Balance Sheet Analysis Exercise Answer Explanations - 2:39
- Accounting Part 3 of 3: Cash Flow Statement Analysis
- Why is the Cash Flow Statement Important+How Can It Help You Achieve Your Goals - 1:22
- Cash Flow Statement Explanation - 2:08
- Cash Flow Statement Example and Analysis - 6:34
- Cash Flow Statement Analysis Exercise - 0:34
- Cash Flow Statement Analysis Exercise Answer Explanations - 2:08
- Financial Statement Analysis Conclusion (How All 3 Statements Are Related) - 2:17
- Financial Modeling Part 1 of 4: Introduction and Best Practices
- Why is Financial Modeling Important & How Can It Help You Achieve Your Goals - 2:00
- Financial Modeling Part 2 of 4: Where Do I Get Historical Data From?
- Why is Investor Relations+SEC.Gov Important & How Can It Help Me Build Models? - 1:41
- Introduction to Investor Relations (A Great Model Data Source) - 11:16
- Introduction to SEC.gov (Another Great Model Data Source) - 7:07
- Yahoo Finance (Another Great Model Data Source) - 5:28
- What is the Quarterly Earnings Call & Why Is It Important for Modeling Purposes? - 4:35
- Financial Modeling Part 3 of 4: Case Study: Building a Model for LinkedIn
- Case Study Introduction and What You Will Learn in this Section - 1:53
- Qualitative Analysis on LinkedIn (Also..Please Be Mindful of Compliance Rules) - 5:18
- What is the Total Addressable Market for LinkedIn and Why is this Important? - 6:10
- LinkedIn Model Introduction - 5:15
- LinkedIn Model Discussion in More Detail (Historical Data Only) - 17:47
- Forecasting the LinkedIn Model - 16:34
- Financial Modeling Part 4 of 4: Financial Model Exercise
- Financial Modeling Exercises Introduction - 1:53
- Financial Modeling Exercise - 3:03
- Modeling Exercise Answer Explanations - 10:08
- Valuation Part 1 of 6: Introduction and Best Practices
- Introduction to Valuation - 1:13
- More Detail on Growth Versus Value and P/E + P/R + DCF Overview - 4:21
- 25 Valuation and Modeling Best Practices
- Valuation Part 2 of 6: Discounted Cash Flow (DCF)
- What is DCF, Why is it Important and How Does it Work? - 6:16
- Calculating the Terminal Value - 2:42
- Calculating the Weighted Average Cost of Capital (WACC) - 6:23
- DCF Example - 7:44
- DCF Exercise - 1:09
- DCF Exercise Answer Explanations Part 1 of 2 - 19:27
- DCF Exercise Answer Explanations Part 2 of 2 - 10:31
- Valuation Part 3 of 6: Price to Revenue
- What is Price / Revenue and Why Do We Need to Base a Target Price on this Ratio? - 2:10
- Price to Revenue Example - 1:44
- Price to Revenue Valuation Exercise
- Price to Revenue Exercise Answer Explanations - 5:13
- Valuation Part 4 of 6: Price to Earnings & Additional Valuation Methodologies
- Introduction to P/E and Why it Matters - 2:47
- Price to Earnings Example - 2:28
- Price to Earnings Valuation Exercise
- Price to Earnings Exercise Answer Explanations - 5:44
- Additional Valuation Methodologies - 1:39
- Valuation Part 5 of 6: Final Target Price Calculation & "TAM Sanity Check"
- Our Final Price Target Calculation - 0:30
- Using the TAM to Verify How Realistic Our Target Price Is - 1:07
- Valuation Part 6 of 6: Differences in How Hedge & Mutual Funds Model & Value
- How Hedge Funds Create Financial Models and Target Prices - 6:38
- How Mutual Funds Create Financial Models and Target Prices - 8:22
- Assessing Financials with Formulas
- Introduction to Formulas - 0:36
- Amazing Formulas to Assess Financials - 7:30
- Exercise on Using Formulas
- Discussion of the Answers to the Formulas Exercise - 10:24
- Interviewing Management & Additional Compliance Topics
- Interviewing Management as Part of the Investment Research Process - 8:27
- Important Compliance Topics - 3:20
- Buy Side Interview
- Getting Hired as a Mutual Fund Analyst - 5:49
- Getting Hired as a Hedge Fund Analyst - 9:47
- Interview Tips: Especially if You Have No Idea How to Answer a Question - 19:34
- Keeping Your Boss (the Portfolio Manager) Happy at a Hedge Fund
- How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) - 3:35
- Politics in Hedge Funds to Be Aware of - 3:33
- Keeping Your Boss (the Portfolio Manager) Happy at a Mutual Fund
- How to Manage Up (Yep - Your Boss Who is the Portfolio Manager) - 3:27
- Politics in Mutual Funds to Be Aware of - 1:53
- Getting Promoted from Analyst to Portfolio Manager at a Hedge fund
- What is the Role of a Hedge Fund Portfolio Manager? - 14:39
- How to Get Promoted from Analyst to Portfolio Manager Part 1 of 2 - 19:09
- How to Get Promoted from Analyst to Portfolio Manager Part 2 of 2 - 14:17
- Getting Promoted from Analyst to Portfolio Manager at a Mutual Fund
- What is the Role of a Mutual Fund Portfolio Manager? - 4:52
- How to Get Promoted from Analyst to Portfolio Manager at a Mutual Fund - 5:55
- Introducing Our NEW MBA Degree Program - 2:44
Access
Lifetime
Content
12.0 hours
Lessons
107
The Personal Finance Course: Save, Protect, Make More
Handles Your Finances More Effectively & Save More
By Chris Haroun | in Online Courses
Hate it or love it, everybody has to have a firm grasp of personal finance. Struggling to wrap your head around how to manage your personal finances? Here's the course for you. This course operates on three pillars: Saving Money, Protecting Money, Making Money. With lessons on how to better manage and grow your finances, as well as a comprehensive Excel spreadsheet that contains more than 25 exercises to help you save, protect and make more money, this is the all-inclusive stop to putting your money on the right track.
4.5/5 average rating:
★ ★ ★ ★
★
- Access 107 lectures & 12 hours of content 24/7
- Learn how to analyze & significantly decrease your personal expenses
- Discover more than 100 ways to help you save more money
- Discuss tax filing, budgeting, investing in stocks & bonds, and more
- Understand & improve your credit score
- Explore wills, trusts, estate planning, mortgages, & more
- Protect your family & possessions using insurance products
Chris Haroun | Award Winning MBA Professor, Venture Capitalist and Author
4.5/5 Instructor Rating:
★ ★ ★ ★
★
Chris Haroun is an award winning business school professor, venture capitalist, MBA graduate from Columbia University and former Goldman Sachs employee. He has raised/managed over $1bn in his career. He also has work experience at hedge fund giant Citadel, consulting firm Accenture, and several firms that he has started, including an investment firm that had a venture capital / private investment in Facebook several years before the Facebook IPO. He is the founder and CEO of Haroun Education Ventures.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- Course Introduction & How to Take this Course
- Course Introduction (Are You Ready to Save, Make & Protect Your Money?) - 5:58
- How to Take this Course (and Using Your “Complete Personal Finance Dashboard”) - 11:50
- Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!
- Introduction to Saving [MORE] Money & The INCREDIBLE Power of Compound Interest - 20:14
- Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!) - 1:08
- Answers to Exercise #1, Question s 1 through 7: Time Value of Money - 16:47
- Answers to Exercise #1, Question s 8 through 10: Time Value of Money - 6:28
- [Optional] Side Note: Get Free Daily Helpful Business & Career Development Videos
- Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement
- What is a Personal Income Statement and Why is this Very Important? - 2:04
- Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement - 5:56
- Discussion of Your Answers to Exercise #2 - 1:12
- More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement
- Introduction to Completing Your NEW & IMPROVED Income Statement - 6:16
- Save on Taxes: 14 Ways to Save More on Taxes - 16:50
- Save on Car & Transportation: 13 Ways to Save More on Car or Transportation Expenses - 14:17
- Save on Child or Child Care: 5 Ways to Save More on Child or Child Care Expenses - 8:36
- Save on CommunicationsComputer: 6 Ways to Save More on PhoneComputer Expenses - 5:45
- Save on Debt Payments: 7 Ways to Save More on Debt Expenses - 5:58
- Save on Education: 4 Ways to Save More on Education Expenses - 2:21
- Save on Entertainment: 7 Ways to Save More on Entertainment Expenses - 5:23
- Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses - 6:57
- Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses - 9:31
- Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses - 4:07
- Save on HealthFitnessLife Insurance: 4 Ways to Save More on Health Expenses - 3:09
- Save on Housing: 10 Ways to Save More on Housing Expenses - 11:10
- Save on Personal Care: 5 Ways to Save More on Personal Care Expenses - 5:45
- Save on Pets: 5 Ways to Save More on Pet Related Expenses - 1:42
- Save on Shopping: 16 Ways to Save More on Shopping Expenses - 12:26
- Save on Vacation: 5 Ways to Save More on Vacation Expenses - 3:05
- Save on Other Expenses: 8 Ways to Save More on Other Expenses - 7:51
- Exercise #3: Creating Your NEW & IMPROVED Income Statement - 2:03
- Exercise #4: Analyzing Your CURRENT and New+IMPROVED Income Statement - 5:46
- Exercise #5: Save Money Meeting - 1:42
- Exercise #6: Save Money Checklist - 2:52
- Changing Your Perception of Saving Money + Saving Money and Your Kids
- Changing Your Perception of Money - 13:48
- Saving Money & Your Kids - 8:29
- Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)
- Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course - 3:38
- Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”) - 4:10
- Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What You Owe”) - 5:41
- Exercise #8: Analyzing Your Balance Sheet - 4:15
- Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together - 4:52
- Side Note: Should You Hire a Financial Advisor to Help Protect Your Money? - 5:23
- Protect Your Money with These Tax Strategies
- Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!) - 10:35
- How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay - 17:56
- Exercise #10: How Much Do You Need to Retire? - 6:09
- Tax Incentives Help You Save BIG TIME for Education_School Expenses - 3:42
- Exercise #11: How Much Do You Need for Education Expenses? - 1:04
- Other Potential Company Sponsored Tax Savings Plans - 1:34
- Exercise #12: Pay Less Tax Strategies - 1:15
- Protect $ by Having an Organized Filing System, Tracking Bills & More
- Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing System - 18:01
- Websites & Apps to Help You Track and Manage Your Spending - 6:12
- Quicken on a PC to Manage Your Money - 8:37
- Quicken on a Mac to Manage Your Money - 6:49
- Protect Your Money by Creating a Budget & Picking the Right Bank
- Introduction to Protecting Your Money by Making a Monthly Budget - 2:22
- Exercise #14: Budget Planning - 4:31
- Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks - 8:25
- Exercise #15; Is Your Money Safe? Protect Your Money by Using the Right Bank - 6:15
- Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score
- Wills and Trusts - 5:15
- Viewing, Understanding and Fixing Your Credit Score_Rating (So You Can Get a Loan or Mortgage) - 10:32
- Protect Your Family and Your Assets with Insurance Products
- Introduction to Insurance - 10:04
- Life Insurance - 6:09
- Auto Insurance - 2:26
- Home and Property Insurance - 4:45
- Health Insurance - 1:31
- Side Note: Protect Your Money by Preventing Identity Theft - 9:19
- Protecting Your Money, Credit Cards, Loans and Leases
- Credit Cards - 6:52
- Loans - 5:11
- Leases - 5:26
- Profiles of Successful Wealthy People & How they Protect and Manage Their Money
- They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked For - 10:27
- Exercise #16: Protect Money Checklist - 0:37
- Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)
- Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course - 10:11
- Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth! - 4:21
- Make More by Learning How to Avoid Paying High Investment Fees - 10:23
- Index Funds Examples
- An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard” - 4:30
- Examples of Other ETFs to Buy Index Products From - 9:10
- Side Note: Outta Sight and Outta Mind - 1:52
- Introduction to your Investment Portfolio Management System
- Managing Your Investments with Your Investment Portfolio Management System - 8:40
- Exercise 18: Populating Your Investment Portfolio Management System (meaning Your Portfolio) - 11:24
- Make Money with Stocks
- Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules - 14:38
- Investment Data Basics (See SECTION A on Your Investment Portfolio Management System) - 9:41
- Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfolio Mgmt Syst.) - 2:58
- Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.) - 7:38
- Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.) - 4:12
- Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.) - 12:44
- Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.) - 0:26
- Stock Valuations, Mutual Funds & Warren Buffett’s Favorite Type of Investments
- Exercise #19: Stock Valuations - 16:58
- Mutual Funds - 3:48
- Side Note: What Are Warren Buffett’s Favorite Types of Investments? - 1:45
- Make Money with Bonds & Commodities (& Understanding Interest Rates)
- Introduction to Interest Rates, Bonds and “The Bigger Picture” - 4:31
- Global Economics and Why this Matters to Personal Investors - 13:17
- Understanding Foreign Exchange Currency Movements - 8:08
- Bonds and How Can Governments Stimulate the Economy? - 10:25
- PART1 How do Bonds Work (With Real Corporate and International Government Examples) 1 - 9:40
- PART2 How do Bonds Work (With Real Corporate and International Government Examples) - 18:35
- Exercise #20: Adding Bond Investments to Your Portfolio - 5:54
- Investing in Commodities - 8:14
- Exercise #21: Adding Commodity Investments to Your Portfolio - 6:24
- Make Money with Real Estate
- Introduction to Your Most Important Personal Investment & How Much Should You Spend on a House? - 13:38
- How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More) - 8:09
- Exercise 22: Mortgage Calculator - 3:55
- Investment Property: What You Need to Know if Considering Investment Properties - 12:03
- Investment Property: How Much Should You Spend on an Investment Property? - 3:09
- Exercise #23: Adding Real Estate Investment Trust Investments to Your Portfolio - 7:00
- Side Note: 4 Investment Categories to Consider Avoiding Given Liquidity Risks - 9:00
- Make More with Diversification & Your Make Money Checklist
- Diversification Strategies and Your Diversified “Model Portfolio” - 13:41
- PART 1 Exercise #24: Diversification & Your Model Portfolio - 20:18
- PART 2 Exercise #24: Diversification & Your Model Portfolio - 3:32
- Exercise #25: Make Money Checklist - 0:42
- Introducing Our NEW MBA Degree Program - 2:44
Access
Lifetime
Content
13.0 hours
Lessons
140
The Beginners Guide to Personal Finance & Wealth Building
Manage Your Money in Today's Economy — Invest & Build Long-Term Wealth
By Bryan Guerra | in Online Courses
In this course, you will learn how a few simple adjustments to your financial plan will make you wealthy. You will be taught how to identify assets and liabilities in your own life so you can buy assets and avoid liabilities. This course will also discuss how to build long term wealth and the best places for you to save money. You will also be guided on the things that you must not invest in, how to budget properly, and more. At the end of this course, you will be equipped with the right knowledge of personal finance and wealth building.
4.6/5 average rating:
★ ★ ★ ★
★
- Access 140 lectures & 13 hours of content 24/7
- Learn the importance of making simple adjustments to build wealth
- Taught on how to identify assets & liabilities
- Dicuss how to build long-term wealth
- Introduce the best places for you to save money
- Be guided on the things that you must not invest on
- Know how to budget properly
Bryan Guerra | eCommerce | Marketing
4.2/5 Instructor Rating:
★ ★ ★ ★
★
Bryan Guerra is the Founder of Invert Media. He has expertise in eCommerce, Online Marketing, & Customer Acquisition. His company, Invert Media, is an Online Education Company that specializes in Information Products that accelerate the success of aspiring Entrepreneurs so they can live the lives they want.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: beginner
Requirements
- Any device with basic specifications
Course Outline
- The Beginners Guide to Personal Finance and Wealth Building
- The Beginners Guide to Personal Finance and Wealth Building - 1:14
- What You'll Learn - 7:18
- Cashflow 101 - 1:32
- Assets vs. Liabilities - 4:38
- Asset or Liability Test - 7:01
- Understanding Income & Expenses - 5:18
- Keeping Up with the Joneses - 1:33
- Pay Yourself First - 3:28
- Budgeting - 4:22
- The Best Investment Strategy - 6:15
- Signs of a Good and Bad Balance Sheet - 11:11
- Where to Invest - 8:44
- Things to Avoid Investing in - 4:26
- Why You Shouldn't Invest in Bitcoin - 4:44
- How to Lose Money in the Stock Market - 2:30
- The Power of Compound Interest & Starting Early - 4:55
- Pay Off High Interest Loans or Invest - 2:44
- 4 Questions to Ask Yourself Before You Invest - 7:50
- Why You Shouldn't Put Your Money into a Savings Account - 5:16
- Emergency Funds, Roth IRAs, & 401Ks - 1:16
- Best 2 Ways to Pay Off Debt - 4:01
- Best Current High Interest Savings Accounts - 2:56
- When the Recession Hits - 4:24
- Credit Karma and Credit Sesame - 1:02
- Important Investing and Personal Finance Terms You Should Know
- Important Investing and Personal Finance Terms You Should Know - 23:05
- The Beginners Guide to Stock Market Dividend Investing
- The Beginners Guide to Stock Market Dividend Investing - 0:31
- Why Dividend Investing can be a Massive Tool for Building Wealth & Passive Income - 10:09
- Which Stock Platform is Right for You - 4:28
- Books on Money & Investing that have Changed my Life - 3:16
- Why You Should Invest Your Money & Not Just Save It - 5:23
- The Power of Compound Interest & Starting Early - 4:57
- Important Investing and Personal Finance Terms You Should Know - 23:05
- Disclaimer - 1:54
- Biggest Mistakes to Avoid when Investing - 7:22
- Important Things to Remember About Dividends - 5:05
- Balance Sheets & Cashflow Analysis - 15:31
- Biggest Mistake to Avoid When Building a Dividend Portfolio - 2:28
- Importance of Understanding a Company's History with Past Dividends - 1:28
- Dividend Companies to Pay Attention to - 18:16
- The Power & Scalability of a Dividend Portfolio & the Passive Income it Provides You - 9:02
- Understanding Tax Liability With Stocks - 2:35
- Dividend-Investing-Questions - 1:47
- 16 Buy & Hold Stocks I'm Looking into Buying for My Portfolio - 7:52
- How to Invest 1 Million Dollars - 19:57
- 5 Things I'm Investing in to Build Long Term Wealth - 11:19
- Personal Productivity, Office Productivity, Personal Success and Transformation
- Personal Productivity, Office Productivity, Personal Success and Transformation - 1:09
- 10 Things that Will Make You More Money Today - 24:24
- 5 Hacks for More Personal Success & Productivity - 9:26
- 5 Success Tips to Shortcut Your Personal & Business Development - 7:15
- 6 Things You Can Do Immediately to Increase Your Productivity & Efficiency - 8:47
- 5 Tips for Entrepreneurs, Start ups, & Small Businesses - 5:08
- Debt & Despair to Successful Entrepreneur - 6:44
- The Grass is Never Greener - 6:07
- What an Ice Cube Can Teach You about Life and Business - 2:53
- 7 Financial Mistakes to Avoid - 9:58
- Top 10 Ways You Can Make Money from Home - 13:32
- How to Find a Mentor - 5:34
- How to Speed Read Effectively and Learn from Books Quickly
- How to Speed Read Effectively and Learn from Books Quickly - 0:34
- Recommended Reading List & Course Powerpoint - 4:44
- Reading for the Sake of it - 2:18
- Finger Tracking - 1:02
- Block Out Distractions - 3:31
- Fun & Incentives - 1:30
- Surround Yourself with Other Readers - 3:08
- The More You Read the Better You Will Read - 1:43
- Understand Your End Goal - 3:09
- You're a Car - 1:57
- Audiobooks - 1:40
- eBooks - 2:04
- Highlight & Revisit - 1:49
- Turn Highlights into Knowledge - 1:18
- Re-Read Good Books - 2:23
- Finishing Books - 1:06
- Habit Replacement - 1:20
- Book Summary First - 1:02
- Consistency - 2:34
- Environment Control - 2:44
- Positive Feedback Loops - 1:32
- Mix & Match Strategy - 1:39
- How to Reach Your Full Potential
- How to Reach Your Full Potential - 0:54
- Believe in Yourself - 8:26
- Study Motivation & Breathe Improvement - 14:32
- The Compound Effect - 7:44
- Why Most People Don't Become Rich - 9:13
- Self Limiting Beliefs We're All Taught - 5:41
- Ridiculous Examples of How to Get Rich (Approaching Finances & Life Completely - 5:14
- Success Quotes on Wealth - 12:27
- Getting Your Mindset Right - 7:55
- Do the Math - 8:42
- Increase Income & Diversify Revenue Streams - 6:06
- Stay Broke & Stay Hungry - 3:22
- What is Success to You - 6:07
- Entrepreneurship Accelerator Program
- Entrepreneurship Accelerator Program - 1:55
- Before You Start - 5:00
- Entrepreneurship Essentials - 11:27
- Pick ONE of these Businesses - 1:35
- Online Courses - 11:41
- Start a YouTube Channel - 8:15
- Start a Podcast - 1:36
- Retail Arbitrage - 4:10
- Online Arbitrage - 5:22
- Email Autoresponse Sequence - 28:13
- Freelancing - 3:06
- Start an Agency - 3:33
- Investing - 2:05
- Drop Shipping - 4:03
- Private Labeling - 4:31
- Start a Blog - 1:43
- Affiliate Marketing & CPA Marketing - 6:05
- Tutoring - 2:54
- Start a Poshmark Closet - 3:33
- Start a Mercari Store - 1:12
- Build a Personal Brand - 1:48
- Freelance Arbitrage - 3:44
- Ebooks & Audiobooks - 3:24
- Monetize Social Media - 4:35
- Consulting - 3:12
- Reselling to Build up an Initial Amount of Money - 6:28
- Entrepreneurship and Small Business Mindsets for Success
- Entrepreneurship and Small Business Mindsets for Success - 1:04
- Goal-Setting-Strategies-that-Will-Light-Your-Fire - 11:07
- The-Opposite-of-Focus - 4:36
- Taking-Inventory - 7:42
- Building-Momentum - 6:05
- Physical-Health - 2:25
- The-Number-1-Mistake-Every-Entrepreneur-Makes - 8:06
- Focus-on-the-Long-Game - 6:29
- Stay-Broke - 5:51
- Building-a-Network - 2:59
- Never-Stop-Learning - 3:53
- Diversifying - 4:10
- More-on-Diversification - 10:07
- Years-vs.Decades - 3:12
- Avoid-Debt - 6:06
- Creator-vs.Consumer-Mindset - 5:15
- Flywheel-Strategy - 8:16
- The-Compound-Effect - 7:28
- Reverse-Engineer-Your-Business-Components - 10:01
- Eating-Your-Customers-Pain-Complexity - 7:30
- Dont-Stare-at-the-Summit - 5:06
- Course Wrap Up
- Course Wrap Up - 1:26
Access
Lifetime
Content
2.0 hours
Lessons
30
Financial Mathematics: Concepts, Calculations & Applications
A Guide to the Building Blocks of Financial Math, Its In-Depth Analysis & Examples
By Starweaver Group | in Online Courses
This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in different applications such as calculating prices, rates of return, and yields. These concepts and more will be discussed as you go along the way. There are 3 sections in this course which will be discussed within its 30 lessons. This course offers video contents and supplementary PDF files of the instructor's presentation.
4.7/5 average rating:
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- Access 30 lectures & 2 hours of content 24/7
- Learn about the relationship between price & yield on fixed income securities
- Explain different day count & compounding conventions used in fixed income securities
- Determine the price of both coupon bearing & zero coupon bonds
- Know about the interest rate & pricing conventions for fixed income instruments
- Learn about the dramatic difference between yield to maturity & realize rate of return
- Learn about financial math applications as it is used in finance, banking, securities & insurance markets and jobs
Starweaver
4.5/5 Instructor Rating:
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Starweaver provides live, immersive, activity-based online education in technology and business for professionals and graduating college-aged students, and an extensive library of activities & courses. Its mission is to transform technologists into world-class experts and businesspeople into tech savvy leaders.
Important Details
- Length of time users can access this course: lifetime
- Access options: desktop & mobile
- Certificate of completion included
- Redemption deadline: redeem your code within 30 days of purchase
- Updates included
- Experience level required: intermediate
Requirements
- Financial calculator
- Knowledge of the English language
Course Outline
- Interest Rate Conventions and Time Value of Money
- Segment - 01 - Introduction and Concepts - 10:38
- Introduction and Concepts (Slides)
- Segment - 02 - What are Interest Rates - 10:32
- What are Interest Rates (Slides)
- Segment - 03 - International Conventions - 9:50
- International Conventions (Slides)
- Segment - 04 - Time Value of Money - 10:43
- Time Value of Money (Slides)
- Segment - 05 - Basic Compounding - 10:58
- Basic Compounding (Slides)
- Segment - 06 - Continuous Compounding - 10:30
- Continuous Compounding (Slides)
- Debt Security Pricing
- Segment - 07 - Pricing Zero Coupon Bonds - 9:00
- Pricing Zero Coupon Bonds (Slides)
- Segment - 08 - Pricing Cash Flows - 11:14
- Pricing Cash Flows (Slides)
- Segment - 09 - Bond Prices and Yields - 8:33
- Bond Prices and Yields (Slides)
- Segment - 10 - Pricing Discount Securities - 10:09
- Pricing Discount Securities (Slides)
- Segment - 11 - Bond Equivalent Yields - 9:45
- Bond Equivalent Yields (Slides)
- Bond Yields and Rates of Return
- Segment - 12 - More on Bond Yields - 9:54
- More on Bond Yields (Slides)
- Segment - 13 - Yields vs Returns - 9:03
- Yields vs Returns (Slides)
- Segment - 14 - Yields and Assumptions - 10:06
- Yields and Assumptions (Slides)
- Segment - 15 - Yield to Maturity - 7:50
- Yield to Maturity (Slides)
Terms
- Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.