The 2023 Ultimate Finance & Accounting Certification Bundle
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 Concepts1010 Personal Financial Planning Overview16:571015 Financial Goals & Activities for Various Life Situations6:231020 Finance, Economics, & Accounting6:371025 Financial Goals23:001030 Personal Finance Planning Procedure12:421040 Time Value of Money Overview24:501045 Present Value16:371050 Present Value Months as Period3:581055 Future Value12:411055 Future Value12:411060 Future Value Months As Period3:561065 Future Value vs Present Value6:131067 Present Value Annuity13:501069 Present Value Annuity Months as Period3:231071 Future Value Annuity11:271073 Future Value Annuity Months3:551075 Present Value Cash Flow Examples14:051077 Future Value Cash Flow Examples9:021079 Present Value Terms Used In Capital Budgeting8:001081 Net Present Value Assumptions2:05
- Practice Probs. - Personal Finance Core Concepts1111 Rule of 72 & Running Balance Calculation14:491112 Excel Present Value, Future Value, & Number of Period23:471113 Present Value & Future Value Mathematical Formulas19:381114 Present Value & Future Value Tables11:461115 Rule of 72 & Running Balance Calculation Prob. 29:041116 Excel Functions Present Value, Future Value, & Number of Period15:181117 Present Value & Future Value Mathematical Formulas Prob. 215:481118 Present Value & Future Value Tables Prob. 212:031119 Rule of 72 & Running Balance Calculation Prob. 39:561120 Excel Functions Present Value, Future Value, & Number of Period Prob. 315:281121 Present Value & Future Value Mathematical Formulas Prob. 315:341122 Present Value & Future Value Tables Prob. 314:061123 Rate of Increase16:301131 Inflation & Estimated Increase in Personal Expenses16:451140 Home Cost Estimated Increase16:411150 Savings Account Compounding Future Value12:231160 Future Value Annuity Investment vs Non-Annuity18:551161 Investment to Meet Goal Present Value13:211162 Annuity Initial Investment Present Value of Annuity14:011180 College Savings Calculation13:071191 Retirement Savings FV of Annuity14:231200 What if We Saved Our $5 a Day Coffee Habit12:541210 Option to Receive Money Today vs a Series of Payments14:431213 Loan Payment Calculation & Amortization Table16:211215 Monthly Loan Payment Calculation & Amortization Table18:011217 Annuity Due or Annuity Beginning Period16:541218 Present Value Monthly Periods15:411222 Present Value Annuity Monthly Periods16:461225 Future Value Monthly Periods13:271230 Future Value Annuity Monthly Periods14:531235 Annuity Due Present Value14:101240 Present Value of Annuity using Non Annuity Excel Functions14:011245 Future Value of Annuity using Non-Annuity Excel Functions12:581255 Retirement Plan Worksheet29:49
- Excel Probs. - Personal Finance Core Concepts1111 Rule of 72 & Running Balance Calculation12:381112 Excel Functions Present Value, Future Value, & Number of Periods22:211113 Present Value & Future Value Mathematical Formulas25:511114 Present Value & Future Value Tables10:481115 Rule of 72 & Running Balance Calculation Prob. 216:131116 Excel Functions Present Value, Future Value, & Number of Period17:531117 Present Value & Future Value Mathematical Formulas Prob. 220:231118 Present Value & Future Value Tables10:591119 Rule of 72 & Running Balance Calculation Prob. 314:191120 Excel Functions Present Value, Future Value, & Number of Period Prob. 315:011121 Present Value & Future Value Mathematical Formulas Prob. 319:251122 Present Value & Future Value Tables10:021123 Rate of Increase21:321131 Inflation & Estimated Increase in Personal Expenses23:131140 Home Cost Estimated Increase16:271150 Savings Account Compounding Interest Future Value16:511160 Future Value Annuity Investment vs Non-Annuity28:381161 Investment to Meat Goal Present Value16:041162 Annuity Initial Investment Present Value of Annuity19:131180 College Savings Calculation19:181191 Retirement Savings FV of Annuity17:591200 What if We Saved Our $5 a Day Coffee Habit12:121210 Option to Receive Money Today vs a Series of Payments17:531213 Loan Payment Calculation & Amortization Table17:191215 Monthly Loan Payment Calculation & Amortization Table18:281217 Annuity Due or Annuity Beginning Period14:461218 Present Value Monthly Periods17:281222 Present Value Annuity Monthly Periods19:171225 Future Value Monthly Periods12:531230 Future Value Annuity Monthly Periods16:191235 Annuity Due Present Value13:501240 Present Value of Annuity using Non-Annuity Excel Functions16:421245 Future Value of Annuity using Non-Annuity Excel Functions16:201250 Home Loan Payment Calculation & Amortization Table17:291255 Retirement Plan Worksheet31:45
Personal Finance #1 Goals, Planning & Time Value of Money
Robert Steele | CPA, CGMA, MS, Tax, CPI
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

Personal Finance #2- Financial Statements & Budgeting

Personal Finance #3-Financial Services & Bank Reconciliation

Basics of Accounting

Cost Management

Corporate Finance & Investment Decisions

Financial Statement & Decision Analysis

Financial Budgeting & Forecasting for Business
Terms
- Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.