Personal Finance Basics Course (Video + eBook)

Are you ready to take control of your financial future? Our comprehensive course will equip you with essential knowledge and skills to manage your finances effectively. From understanding the Time Value of Money to mastering Portfolio Creation and Risk Management, you’ll embark on a journey towards financial empowerment.

Preferred
4.81 (129 ratings)

What Will You Learn?

  • Personal Finance: Introduction
  • Learning The Basics
  • Time Value of Money
  • Setting Financial Goals
  • Personal Budgeting and Cashflow Management
  • Saving Techniques
  • Introduction to Investment
  • Creating A Systematic Investment Plan
  • Portfolio Creation and Risk Management
  • The Road Ahead

This Course Includes

1+ hours of video tutorials

eBook on Personal Finance Basics

Certificate of completion

Course Summary

Our “Personal Finance Basics” is a comprehensive course designed to empower individuals with essential financial knowledge. From understanding the Time Value of Money to mastering Portfolio Creation and Risk Management, this course covers key concepts such as setting financial goals, personal budgeting, saving techniques, and investment strategies.

CoursePersonal Finance Basics
Core CoveragePersonal Finance: Introduction
Learning The Basics
Time Value of Money
Setting Financial Goals
Personal Budgeting and Cashflow Management
Saving Techniques
Introduction to Investment
Creating A Systematic Investment Plan
Portfolio Creation and Risk Management
The Road Ahead
Online Personal Finance Basics Course ValidityUnlimited access to the online Personal Finance Basics Course videos for 1 year
EligibilityNA
Pre-RequisitesNA
What Do You get?Certificate of Completion
Certification TypeOnline Certificate
Verifiable Certificates?Yes
Type of TrainingSelf-Paced Video Course on Excel for Finance

Course Content

Course Description

Our course offers a foundational understanding of essential personal finance concepts. From grasping the Time Value of Money to navigating investment strategies and risk management, this course equips learners with the tools needed to make informed financial decisions.

Whether you’re setting financial goals, managing cash flow, or exploring saving techniques, this course provides practical knowledge for building a solid financial future.

What We Offer:

  • Comprehensive Curriculum: Our course covers essential financial concepts including the Time Value of Money, setting financial goals, personal budgeting, saving techniques, and investment strategies.
  • Course Materials: Course includes engaging course videos and eBook to ensure maximum retention and understanding.
  • Flexible Learning: We understand that life can get busy, so our course is designed to be flexible. You get to study at your own pace, and access the course materials 24/7 from anywhere in the world. 
  • Certification: Upon successful completion of the course requirements, you will receive a Certificate of Completion, showcasing your dedication to learning and your newly acquired expertise in Capital Market. You can display your certificate proudly on your resume or LinkedIn profile to enhance your professional credibility.

Personal Finance Basics Course Certificate Sample

Who Is Eligible?

  • Beginners
  • Students and educators
  • Finance Enthusiasts
  • Professionals

Frequently Asked Questions (FAQs)

This course is suitable for anyone looking to gain a solid understanding of personal finance basics. Whether you’re just starting out on your financial journey or seeking to refresh your knowledge, this course is designed to accommodate learners of all levels.

No prior knowledge or experience in finance is required. This course is designed to start from the basics and gradually build up your understanding of personal finance concepts.

No, there are no specific prerequisites. The course is designed to accommodate participants with varying levels of financial knowledge.

The course duration depends on your pace of learning. Since the course is self-paced, you can complete it at your convenience.

Yes, upon successfully completing the course, you will receive a certificate of completion to showcase your newfound expertise.

Yes. Every course will conclude with MCQ-style quizzes to test your learnings throughout the course. You will be provided with a certification once you score the minimum marks required from the assessment.

Yes. Anyone from anywhere, irrespective of their geographical location, can enroll in the course.

You may contact us at [email protected] for course related inquiries.

Are you ready to take the first step toward financial literacy and security? Enroll now and unlock the secrets to mastering Personal Finance!

Course Reviews / Testimonials

Samuel Hyness, Entrepreneur

I can’t thank this course enough. It’s helped me streamline my business finances and make smarter investment decisions. The practical tips are invaluable for any entrepreneur.

Alexander Taylor, Graduate Student

This course was a lifesaver! As a recent graduate, I was overwhelmed with managing my finances. Thanks to this course, I now have a clear understanding of budgeting, saving, and investing. Highly recommend it!

Limited Period Offer ends in:
Only 7 seats are left with this price
$37 $93 60%
Enroll Now One year unlimited access

Created By WallStreetMojo Team

Course Director

Dheeraj Vaidya, CFA, FRM

  • ex-JPMorgan, CLSA Equity Analyst
  • CFA, FRM Chaterholder
  • 18+ years of Training Experience