Last updated 11/2022MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHzLanguage: English | Size: 7.99 GB | Duration: 12h 28m
Become an Expert in Personal Finance and Investing.
Learn MBA-Level Financial Analysis. Master Finance Fundamentals.
What you'll learn
You will become an expert in Personal Finance and Development.
100+ Multiple Choice Questions with Detailed Explanations and Answers.
You will become an expert on Financial Data Sources and Patterns.
You will understand how Auto Insurance Premiums are calculated.
You will learn why Vicarious Liability is important in Personal Finance.
You will learn what career paths people are choosing after the Pand.
You will learn why some people never run out of money in Retirement.
You will learn the differences between different types of banks.
You will learn how Financial Decisions made in London affected consumers in the United States.
You will gain numerous insights even if you have taken Personal Finance Courses before.
All background topics will be covered in the Course. No prerequisites are necessary. This is an MBA-Level Course. The Lectures are designed to appeal to students with diverse backgrounds from Eeering to Medicine to the Humanities.
This course introduces you to the fundamental concepts of Wealth Management. We will b by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Life Expenditures. We will cover Value of Money concepts in general and the Life Expenditures exercise in particular. The Life Expenditures exercise is typically taught in Finance Courses at the Undergraduate and MBA Levels. We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. We will examine historical returns for Equities, Bonds, Private Equity, Real Estate, Commodities and Hedge Funds. We will discuss why Geometric averages are appropriate for Portfolio Management. We will also examine the Short Selling Process. Short Selling is used to benefit from a downturn in stock prices. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. We will examine the role of regulators in the United States and around the world. We will also examine the potential of Annuities to serve as a substitute for Pensions. We will examine the LIBOR Scandal which is often overlooked by some. Finally, we will examine Estate Planning.
Section 1: Introduction and Wealth Accumulation
Lecture 1 Course Introduction Video - About this Course
Lecture 2 Course Introduction Video - Topics to be Covered
Lecture 3 Course Materials
Lecture 4 Introduction to Skills and Wealth
Lecture 5 Your Career Path
Lecture 6 Earnings by Educational Attainment
Lecture 7 Occupational Outlook
Lecture 8 Understanding Skills Part 1
Lecture 9 Understanding Skills Part 2
Lecture 10 Finding Your Competencies and Interests
Lecture 11 College or College Alternatives
Lecture 12 Certifications
Lecture 13 Introduction to Personal Balance Sheets
Lecture 14 Personal Balance Sheets
Lecture 15 Anthony's Financial Vitals Compared to Others
Lecture 16 What is Human Capital
Lecture 17 Defining Human Capital
Lecture 18 Anthony's Human Capital
Lecture 19 Human Capital Estimates by Occupation
Lecture 20 Personal Balance Sheet Examples
Lecture 21 Personal Balance Sheets of Professionals Saddled with Student Loans
Lecture 22 Personal Balance Sheets of a Financially Devastated Divorcee
Lecture 23 Personal Balance Sheets of Profligate Spenders
Lecture 24 Personal Balance Sheet of a Married Couple
Lecture 25 From Wealth Accumulation to Financial Planning
Section 2: Financial Planning
Lecture 26 Introduction to Financial Planning
Lecture 27 The Fundamentals of Valuation
Lecture 28 The Basics of Excel
Lecture 29 Value of Money Examples
Lecture 30 Present Value of Life Expenditures
Lecture 31 Earlier Human Capital Calculations
Lecture 32 Value of Money - Mortgages
Lecture 33 Value of Money - Annuities
Lecture 34 Introduction to Household Budgets
Lecture 35 Actual Household Budgets
Lecture 36 Household Budgets in Select Countries
Lecture 37 Introduction to Financial Planning Tools
Lecture 38 Financial Planning Tools -Emergency Funds
Lecture 39 Financial Planning Tools - Investments
Lecture 40 Financial Planning Tools - Retirement
Lecture 41 Financial Planning Tools - 529 Plans
Lecture 42 Financial Planning Tools in Select Countries
Lecture 43 Financial Planning Tools - Private Banking Groups and Family Offices
Section 3: Asset Allocation
Lecture 44 Introduction to Asset Allocation
Lecture 45 Asset Classes
Lecture 46 NPV, A Gold Standard
Lecture 47 Companies and Market Capitalization
Lecture 48 Performance and Risk Measures Part 1
Lecture 49 Performance and Risk Measures Part 2
Lecture 50 The Dividend Discount Model
Lecture 51 The Dividend Discount Model - ADP Example
Lecture 52 Role of Financial Markets and Institutions
Lecture 53 Investing in Stocks
Lecture 54 Initial Public Offerings (IPO)
Lecture 55 Short Selling or Shorting Stock
Lecture 56 Short Selling Poorly Explained
Lecture 57 The GameStop Short in January 2021
Lecture 58 Investing in Bonds
Lecture 59 Investing in Venture Capital and Private Equity
Lecture 60 Investing in Real Estate
Lecture 61 Investing in Commodities
Lecture 62 Investing in Hedge Funds
Lecture 63 The Asset Allocation Decision
Lecture 64 Introduction to Building Portfolios
Lecture 65 Building Portfolios Part 1
Lecture 66 Building Portfolios Part 2
Lecture 67 Building Portfolios Part 3
Lecture 68 Building Portfolios Part 4
Section 4: Risk Management
Lecture 69 Introduction to Risk Management
Lecture 70 Role of Insurance in Risk Management
Lecture 71 Some Insurance Policy Details
Lecture 72 Understanding Life Insurance Policies
Lecture 73 Life Insurance Policy Illustrations
Lecture 74 Purposes of Life Insurance
Lecture 75 Understanding Auto Insurance Policies
Lecture 76 Auto Insurance Liability Limits
Lecture 77 Calculating Auto Insurance Premiums
Lecture 78 Why Some People Pay Higher Auto Insurance Premiums
Lecture 79 Understanding Homeowners Insurance
Lecture 80 Homeowners Insurance - Additional Considerations
Lecture 81 Role of Trusts in Risk Management
Lecture 82 The Risk of Divorce
Lecture 83 Financial Regulation and Consumer Protection
Lecture 84 Financial Regulation and Consumer Protection Worldwide
Lecture 85 The Libor Scandal
Lecture 86 Making Sure your Retirement Income is Guaranteed
Section 5: Estate Planning
Lecture 87 Introduction to Estate Planning
Lecture 88 Estate Planning Tools
Lecture 89 Concluding Remarks
Section 6: Coronavirus and Personal Finance
Lecture 90 Coronavirus and Personal Finance - Stocks and Personal Balance Sheets
Lecture 91 The Impact of the Coronavirus Crisis on America's Balance Sheet
This course is intended for anyone wanting to become an expert in Personal Finance. Professionals, College and High School Instructors, Teachers, College Students and even High School Seniors will find the content insightful.,If you have taken a Personal Finance course before, you should take this course. This course covers topics that may not have been covered in other Personal Finance courses.,This is an MBA-Level Personal Finance course. If you enrolled in an MBA Program and took Personal Finance, you would get an experience similar to this course.,College and High School Instructors will be able to incorporate the curriculum in your college and high school courses.