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The Complete Personal Finance Course: Save,Protect,Make More

The Complete Personal Finance Course: Save,Protect,Make More

3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.

4.6
(12,213 đánh giá)
163,433 học viên
Phụ đề Việt chất lượng cao Phụ đề tiếng Anh Bán chạy Đánh giá cao
50.000đ 2.459.000đ -98%
✓ Xem giỏ hàng và thanh toán
Bao gồm phụ đề tiếng Việt, tiếng Anh
16.0 giờ video
135 bài giảng
Truy cập vĩnh viễn
Học trên mọi thiết bị
Cập nhật: 12/07/2026
#Financial Planning #Investment Strategies #Personal Finance #Wealth Management

Bạn sẽ học được gì

Upon completion of this course, students will be able to save, protect and make much more so that their net worth is significantly higher in the long run. You will be a personal finance expert by the end of this course!
How to profit from the INCREDIBLE Power of Compound Interest
100+ Ways to Save More…Including the following ways:
14 Ways to Save More on Taxes
16 Ways to Save More on Shopping Expenses
13 Ways to Save More on Car/Transportation Expenses
10 Ways to Save More on Housing Expenses
5 Ways to Save More on Vacation Expenses
4 Ways to Save More on Gifts & Donation Expenses
6 Ways to Save More on Phone/Computer Expenses
13 Ways to Save More on Food & Drinks Expenses
7 Ways to Save More on Debt Expenses
4 Ways to Save More on Education Expenses
7 Ways to Save More on Entertainment Expenses
6 Ways to Save More on Fees Expenses
5 Ways to Save More on Child/Child Care Expenses
4 Ways to Save More on Health Expenses
5 Ways to Save More on Personal Care Expenses
5 Ways to Save More on Pet Related Expenses
How to Change Your Perception of Money
How to Teach Your Children About Saving
How to Protect Your Money by Understanding Your Net Worth (Creating and Understanding Your Balance Sheet….Meaning “What You Own and What You Owe”)
Understand if You Should Hire a Financial Advisor to Help Protect Your Money
Understand Why Hiring an Accountant Might be the Best Investment You Might Ever Make
How Taxes + Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
How Much You Need to Retire
Understand and Taking Advantage of Tax Incentives, which Help You Save BIG TIME for Education/School Expenses
How Much You Need for Education Expenses (for You or Your Kids)
How to Create Your NEW & IMPROVED Income Statement (Meaning Understanding Money In and Money Out)
Understand Your Company Sponsored Tax Savings Plans (if Applicable)
Use a Simple & Effective Money, Taxes, Receipts and Statements Filing System
Understand What are the Best Websites & Apps to Help You Track and Manage Your Spending
Use Quicken on a PC to Manage Your Money
Use Quicken on a Mac to Manage Your Money
Protect Your Money by Making a Monthly Budget
Avoid Getting Ripped off on Fees
Understanding Wills and Trusts
View, Understand and Fix Your Credit Score/Rating (So You Can Get a Loan or Mortgage)
Understand Life Insurance
Understand Auto Insurance
How to Pay Less Tax Strategies
Understand Home and Property Insurance
Understand Health Insurance
Prevent Identity Theft
Understand Credit Cards
Understand Loans
Understand Leases
What Are the Qualities of Billionaires (5 Characteristics of Billionaires I Have Worked For)
Understand the Damage that High Investment Fees Can do to Our Net Worth!
Make More by Learning How to Avoid Paying High Investment Fees
Understand Why and How to Pick Investments from Index Funds
Manage Your Investments with Your Investment Portfolio Management System (Included in the Course)
Populate Your Investment Portfolio Management System (meaning Your Portfolio)
How to Invest in Stocks and 4 CRUCIAL Stock Investing Rules
Investment Data Basics
Understand Risk Management
Understand What Makes Stocks, Bonds, Commodities and Real Estate Investments Go Up or Down
How to Do Your Own Investment Research (and Never Rely on the “Pros”)
Understand Mutual Funds
Know What Warren Buffett’s Favorite Types of Investments Are
Understand Interest Rates, Bonds and “The Bigger Picture”
Know How Global Economics Works and Why this Matters to Personal Investors
How & Why Do Interest Rates Change & Why this is Important for Investors to Understand?
Understand Foreign Exchange Currency Movements
How Bonds Work and How Can Governments Stimulate the Economy?
Understand Real Bonds - No Theory! (With Real Corporate and International Government Bond Investment Examples)
How to Invest in Bonds
Add Bond Investments to Your Portfolio
How to Invest in Commodities
Add Commodity Investments to Your Portfolio
Introduction to Your Most Important Personal Investment & How Much Should to Spend on a House
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only Rates & More)
How to Calculate Mortgage Payments and Know What Happens When Rates Change
What You Need to Know if Considering Investment Properties
How Much to Spend on an Investment Property
Understanding Real Estate Investment Trusts
Adding Real Estate Investment Trust Investments to Your Portfolio
Investment Types to Consider Avoiding Given Liquidity Risks
Diversification Strategies and Your Diversified “Model Portfolio”
Should You Start Your Own Business & Have >1 Income Stream? 100% YES!
Customize Your Own Complete Personal Finance Excel Dashboard (I Will Teach You How to Customize and Create Your Own Version of the Excel Dashboard Document Used for ALL 25 Exercises in this Course)

Yêu cầu

No prior finance or accounting or Excel experience is required to take this course. Please note that Excel 2013 (or a newer version) is recommended in order to complete some of the exercises in this course. The Excel exercises in this course work on the Windows and Mac versions of Excel. Thanks

Đối tượng phù hợp

Anyone in ANY country interested in learning EVERYTHING about personal finance, including how to save more, protect more and make more.

Nội dung khóa học

23 phần • 126 bài giảng
1 Thank You Message from Chris
2 Course Introduction (Are You Ready to Save, Make & Protect Your Money?)
3 How to Take this Course (and Using Your “Complete Personal Finance Dashboard”)
4 How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)
1 Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest!
2 Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)
3 Answers to Exercise #1, Questions 1 through 7: Time Value of Money
4 Answers to Exercise #1, Questions 8 through 10: Time Value of Money
5 How to Access MANY More of my Finance Lesson Videos for Free
1 What is a Personal Income Statement and Why is this Very Important?
2 Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement
3 Discussion of Your Answers to Exercise #2
1 Introduction to Completing Your NEW & IMPROVED Income Statement
2 Save on Taxes: 14 Ways to Save More on Taxes
3 Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense
4 Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses
5 Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses
6 Save on Debt Payments: 7 Ways to Save More on Debt Expenses
7 Save on Education: 4 Ways to Save More on Education Expenses
8 Save on Entertainment: 7 Ways to Save More on Entertainment Expenses
9 Save on Fees [Many are Hidden]: 6 Ways to Save More on Fees Expenses
10 Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses
11 Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses
12 Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses
13 Save on Housing: 10 Ways to Save More on Housing Expenses
14 Save on Personal Care: 5 Ways to Save More on Personal Care Expenses
15 Save on Pets: 5 Ways to Save More on Pet Related Expenses
16 Save on Shopping: 16 Ways to Save More on Shopping Expenses
17 Save on Vacation: 5 Ways to Save More on Vacation Expenses
18 Save on Other Expenses: 8 Ways to Save More on Other Expenses
19 Exercise #3: Creating Your NEW & IMPROVED Income Statement
20 Exercise #4: Analyzing Your CURRENT and New & IMPROVED Income Statement
21 Exercise #5: Save Money Meeting
22 Exercise #6: Save Money Checklist
23 Side Note: How Accurate is the TV Show Billions?
1 Changing Your Perception of Money
2 Saving Money & Your Kids
1 Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course
2 Protect Your Money by Understanding Your Net Worth (Your “Balance Sheet”)
3 Exercise #7: Creating & Understanding Your Balance Sheet (“What You Own and What
4 Exercise #8: Analyzing Your Balance Sheet
5 Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together
6 Side Note: Should You Hire a Financial Advisor to Help Protect Your Money?
1 Keep All Receipts + Consider Hiring an Accountant (They’re GREAT Investments!)
2 How Taxes+Retirement Accounts Work & Why We Need to Minimize How Much Tax We Pay
3 Exercise #10: How Much Do You Need to Retire?
4 Tax Incentives Help You Save BIG TIME for Education/School Expenses
5 Exercise #11: How Much Do You Need for Education Expenses?
6 Other Potential Company Sponsored Tax Savings Plans
7 Exercise #12: Pay Less Tax Strategies
1 Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing
2 Websites & Apps to Help You Track and Manage Your Spending
3 Quicken on a PC to Manage Your Money
4 Quicken on a Mac to Manage Your Money
1 Introduction to Protecting Your Money by Making a Monthly Budget
2 Exercise #14: Budget Planning
3 Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks?
4 Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank
1 Wills and Trusts
2 Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa
1 Introduction to Insurance
2 Life Insurance
3 Auto Insurance
4 Home and Property Insurance
5 Health Insurance
6 Side Note: Protect Your Money by Preventing Identity Theft
1 Credit Cards
2 Loans
3 Leases
1 They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked
2 Exercise #16: Protect Money Checklist
1 Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course
2 Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth!
3 Make More by Learning How to Avoid Paying High Investment Fees
1 An Example of a GREAT Index Fund Firm to Buy Financial Products from: “Vanguard”
2 Examples of Other ETFs to Buy Index Products From
3 Side Note: Outta Sight and Outta Mind
1 Managing Your Investments with Your Investment Portfolio Management System
2 Exercise 18: Populating Your Investment Portfolio Management System (meaning You
1 Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules
2 Investment Data Basics (See SECTION A on Your Investment Portfolio Management Sy
3 Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfol
4 Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.)
5 Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.)
6 Your Research (See SECTION E on Your Invstmt Portfolio Mgmt Syst.)
7 Add More Optional Data (See SECTION F on Your Invstmt Portfolio Mgmt Syst.)
1 Exercise #19: Stock Valuations
2 Mutual Funds
3 Side Note: What Are Warren Buffett’s Favorite Types of Investments?
1 Introduction to Interest Rates, Bonds and “The Bigger Picture”
2 Global Economics and Why this Matters to Personal Investors
3 How & Why Do Interest Rates Change & Why this is Important for Investors to Unde
4 Understanding Foreign Exchange Currency Movements
5 Bonds and How Can Governments Stimulate the Economy?
6 How do Bonds Work Part 1:With Real Corporate & International Government Examples
7 How do Bonds Work Part 2:With Real Corporate & International Government Examples
8 Bài tập #20: Thêm Đầu tư Trái phiếu vào Danh mục Đầu tư Của Bạn
9 Đầu tư vào Hàng hóa
10 Bài tập #21: Thêm Đầu tư Hàng hóa vào Danh mục Đầu tư Của Bạn
1 Giới thiệu Khoản Đầu tư Cá nhân Quan trọng Nhất của Bạn & Bạn Nên Chi tiêu Bao Nhiêu
2 Cách Thế chấp Hoạt động & Cách Tính Toán Thanh toán (Lãi suất Cố định So với Chỉ Trả Lãi)
3 Bài tập 22: Máy tính Thế chấp
4 Tài sản Đầu tư: Những Điều Bạn Cần Biết nếu Cân nhắc Đầu tư Bất động sản
5 Tài sản Đầu tư: Bạn Nên Chi bao Nhiêu cho một Tài sản Đầu tư?
6 Bài tập #23: Thêm Đầu tư Quỹ Tín thác Đầu tư Bất động sản (REIT) vào Danh mục Của Bạn
7 Lưu ý Bên lề: Các Loại Đầu tư Nên Cân nhắc Tránh do Rủi ro Thanh khoản
1 Chiến lược Đa dạng hóa và "Danh mục Đầu tư Mẫu" Đa dạng của Bạn
2 Bài tập #24: Đa dạng hóa & Danh mục Mẫu Của Bạn Phần 1
3 Bài tập #24: Đa dạng hóa & Danh mục Mẫu Của Bạn Phần 2
4 Bài tập #25: Danh sách Kiểm tra Kiếm tiền
5 Lưu ý Bên lề: Bạn Có Nên Bắt đầu Kinh doanh Riêng & Có >1 Nguồn Thu nhập? 100% CÓ!
1 Kết thúc Khóa học và Các Bước Tiếp theo
2 Giới thiệu về Việc Tùy chỉnh Bảng điều khiển Excel Tài chính Cá nhân Hoàn chỉnh Của Bạn
3 Cách Tạo các Nút bấm ở Đầu Bảng điều khiển Excel Bài học Phần 1/2
4 Cách Tạo các Nút bấm ở Đầu Bảng điều khiển Excel Bài học Phần 2/2
5 Cách Tạo Tab Thứ nhất có tên "Tóm tắt Bảng điều khiển"
6 Cách Tạo Tab Thứ hai có tên "Cài đặt" Phần 1/2
7 Cách Tạo Tab Thứ hai có tên "Cài đặt" Phần 2/2
8 Cách Tạo Tab Thứ ba và Thứ tư (Tức là Tab Bài tập 1 + Bài tập 2&3)
9 Cách Tạo Tab Thứ 5-8 (Tức là Tab Bài tập 4-6 & Tất cả Tab Bài tập Tiết kiệm Tiền)
10 Cách Tạo Tab Thứ 9-19 (Tức là Tab Bài tập 7-16 & Tất cả Tab Bài tập Bảo vệ Tiền)
11 Cách Tạo Tab Thứ 20-21 (Tức là Bài tập 17 và 18) Phần 1/2
12 Cách Tạo Tab Thứ 20-21 (Tức là Bài tập 17 và 18) Phần 2/2
13 Cách Tạo Tab Thứ 22-32 (Tức là Bài tập 19-25 & Tất cả các Tab Khác)
14 Tải sách miễn phí của tôi: “Networking để Có Khách hàng, Công việc hay Bất cứ Điều gì Bạn Muốn”
1 Các Mục Bổ sung

Giới thiệu khóa học

Welcome to The COMPLETE Personal Finance Course! I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee). This course and the many exercises in this course is customized for literally EVERY Country & EVERY currency in the world!

By An Award Winning Business Professor, Columbia University MBA Graduate (Majored in Finance) and former Goldman Sachs Employee who is also the author of the #1 best selling business course on Udemy called An Entire MBA in 1 Course. He is also the author of 101 Crucial Lessons They Don’t Teach You in Business School, which Forbes calls “1 of 6 books that all entrepreneurs need to read right now.”

THIS COMPLETE PERSONAL FINANCE COURSE is 3 courses in 1: Save More Money, 2: Protect More Money, 3: Make More Money.

Also included in this course is a very comprehensive Excel spreadsheet that contains more than 25 exercises to help you save, protect      and make more money. No prior finance or accounting or Excel experience is required to take this course. 

Some of the many Save Money topics and exercises covered in the course include:

  • How to analyze and significantly decrease your personal expenses so your net worth increases significantly in the long run

  • More than 100 ways to help you save much more money

  • How very small savings habits changes lead to fortunes later in life!


Some of the Protect Money topics and exercises covered in the course are:
     

  • What are the secrets of billionaires?

  • Understanding and improving your credit score

  • Wills, trusts and estate planning

  • How much should you spend on a house and how to calculate your mortgage payments

  • Creating your perfect budget

  • The best way to file taxes

  • How retirement accounts work and how to decrease the amount of taxes you will pay, which will lead to significant increases in your long term net worth

  • Protecting your family and your possessions using insurance products

  • Understanding and increasing your net worth


Some of the Make Money topics and exercises covered in the course are:

  • Investing in stocks

  • Investing in bonds

  • Investing in commodities

  • Investing in real estate and more

  • How to create your own diversified Investment Portfolio consisting of stocks, bonds, commodities and real estate investment trusts

  • Minimizing the ridiculous fees that you pay your bank and investment companies

 

We will also have an optional section at the end of the course that will teach you how I made Your included Complete Personal Finance Excel Dashboard exercise file, which will help you save, protect and make more money through the many exercises in this course….and this assumes that you have no or very little excel experience  and very little or no accounting or finance experience. 

You can use the Excel exercise document in this exercise on a Mac or on a PC and I recommend having Excel version 2013 or later in order to complete all of the many save, make and protect money exercises in this course.

This course and the included comprehensive Complete Personal Finance Excel dashboard exercise file is a roadmap for your personal finance success so you can save, protect and make much more. 

All of the tools you need to save, protect and make more are included in this course and the entire course is based on real life Practical Knowledge and experience and not based on theory.   

Please click the take this course button so you can improve your ability to save, protect and make much more (and take your personal finance skills to the next level). 

*** Again, I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee). ***

 

Thanks,
Chris Haroun

Closed captions have been added to all lessons in this course.

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Tôi có thể tư vấn khoá học cho bạn 😊