The Complete Personal Finance Course: Save,Protect,Make More
All LevelsFinance & AccountingPersonal Finance

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.

Created by Chris Haroun | 1.5 Million Students | #1 Best Selling Business & Finance Prof.
16 hours
Video Content
126
Lectures
158,578
Students
4.7
Rating
4.7
(158,578 students enrolled)

What you'll learn

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

Course Content

23 sections β€’ 126 lectures β€’ 16:15:41 total length

Course Introduction & How to Take this Course

4 lectures β€’ 18:02

Thank You Message from Chris00:02
Course Introduction (Are You Ready to Save, Make & Protect Your Money?)05:58
How to Take this Course (and Using Your β€œComplete Personal Finance Dashboard”)11:50
How to Ask me Questions Live on my Weekly Webcast (Includes Zoom)00:11

Part 1 of 3: Save [MORE] Money & Making Your Money Work For You!

5 lectures β€’ 44:53

Introduction to Saving [MORE] Money & the AMAZING Power of Compound Interest!20:14
Exercise #1: Time Value of Money (Small Changes Lead to Fortunes Later in Life!)01:08
Answers to Exercise #1, Questions 1 through 7: Time Value of Money16:54
Answers to Exercise #1, Questions 8 through 10: Time Value of Money06:28
How to Access MANY More of my Finance Lesson Videos for Free00:09

Save by Calculating Where Your Cash is Going: Your CURRENT Income Statement

3 lectures β€’ 09:12

What is a Personal Income Statement and Why is this Very Important?02:04
Exercise #2: Money In & Money Out: Creating Your CURRENT Income Statement05:56
Discussion of Your Answers to Exercise #201:12

More than 100 Ways to Save MUCH More:Creating Your NEW+IMPROVED Income Statement

23 lectures β€’ 02:51:12

Introduction to Completing Your NEW & IMPROVED Income Statement06:16
Save on Taxes: 14 Ways to Save More on Taxes16:50
Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expense14:17
Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses08:36
Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses05:45
+18 more lectures

Changing Your Perception of Saving Money + Saving Money and Your Kids

2 lectures β€’ 22:17

Changing Your Perception of Money13:48
Saving Money & Your Kids08:29

Part 2 of 3: Protect [MORE] Money (Many Ways to Protect Your Money)

6 lectures β€’ 27:59

Intro. to Protecting Your Money: The What, Why & How of Part 2 of the Course03:38
Protect Your Money by Understanding Your Net Worth (Your β€œBalance Sheet”)04:10
Exercise #7: Creating & Understanding Your Balance Sheet (β€œWhat You Own and What05:41
Exercise #8: Analyzing Your Balance Sheet04:15
Exercise #9: Analyzing Your Balance Sheet AND Your Income Statement Together04:52
+1 more lectures

Protect Your Money with These Tax Strategies

7 lectures β€’ 42:15

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 Pay17:56
Exercise #10: How Much Do You Need to Retire?06:09
Tax Incentives Help You Save BIG TIME for Education/School Expenses03:42
Exercise #11: How Much Do You Need for Education Expenses?01:04
+2 more lectures

Protect $ by Having an Organized Filing System, Tracking Bills & More

4 lectures β€’ 39:39

Exercise #13: A Simple & Effective Money, Taxes, Receipts and Statements Filing18:01
Websites & Apps to Help You Track and Manage Your Spending06:12
Quicken on a PC to Manage Your Money08:37
Quicken on a Mac to Manage Your Money06:49

Protect Your Money by Creating a Budget & Picking the Right Bank

4 lectures β€’ 21:33

Introduction to Protecting Your Money by Making a Monthly Budget02:22
Exercise #14: Budget Planning04:31
Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks?08:25
Exercise #15: Is Your Money Safe? Protect Your Money by Using the Right Bank06:15

Protect Your Family with Wills & Trusts and Accessing & Fixing Your Credit Score

2 lectures β€’ 15:47

Wills and Trusts05:15
Viewing, Understanding and Fixing Your Credit Score/Rating (So You Can Get a Loa10:32

Protect Your Family and Your Assets with Insurance Products

6 lectures β€’ 34:14

Introduction to Insurance10:04
Life Insurance06:09
Auto Insurance02:26
Home and Property Insurance04:45
Health Insurance01:31
+1 more lectures

Protecting Your Money, Credit Cards, Loans and Leases

3 lectures β€’ 17:29

Credit Cards06:52
Loans05:11
Leases05:26

Profiles of Successful Wealthy People & How they Protect and Manage Their Money

2 lectures β€’ 09:48

They Stay Wealthy for a Reason + 5 Characteristics of Billionaires I Have Worked09:11
Exercise #16: Protect Money Checklist00:37

Part 3 of 3: Make [MORE] Money (Ways to Make Your Money Work for You)

3 lectures β€’ 24:55

Introduction to Making [MORE] Money: The What, Why & How of Part 3 of the Course10:11
Exercise #17: The Damage that High Investment Fees Can do to Our Net Worth!04:21
Make More by Learning How to Avoid Paying High Investment Fees10:23

Index Funds Examples

3 lectures β€’ 15:32

An Example of a GREAT Index Fund Firm to Buy Financial Products from: β€œVanguard”04:30
Examples of Other ETFs to Buy Index Products From09:10
Side Note: Outta Sight and Outta Mind01:52

Introduction to your Investment Portfolio Management System

2 lectures β€’ 20:04

Managing Your Investments with Your Investment Portfolio Management System08:40
Exercise 18: Populating Your Investment Portfolio Management System (meaning You11:24

Make Money with Stocks

7 lectures β€’ 52:17

Introduction to Investing in Stocks and 4 CRUCIAL Stock Investing Rules14:38
Investment Data Basics (See SECTION A on Your Investment Portfolio Management Sy09:41
Your Ownership Amounts in Stocks and ETFs (See SECTION B on Your Invstmt Portfol02:58
Risk Management (See SECTION C on Your Invstmt Portfolio Mgmt Syst.)07:38
Sector and Stock Drivers (See SECTION D on Your Invstmt Portfolio Mgmt Syst.)04:12
+2 more lectures

Stock Valuations, Mutual Funds & Warren Buffett’s Favorite Type of Investments

3 lectures β€’ 22:31

Exercise #19: Stock Valuations16:58
Mutual Funds03:48
Side Note: What Are Warren Buffett’s Favorite Types of Investments?01:45

Make Money with Bonds & Commodities (& Understanding Interest Rates)

10 lectures β€’ 01:46:17

Introduction to Interest Rates, Bonds and β€œThe Bigger Picture”04:31
Global Economics and Why this Matters to Personal Investors13:17
How & Why Do Interest Rates Change & Why this is Important for Investors to Unde21:09
Understanding Foreign Exchange Currency Movements08:08
Bonds and How Can Governments Stimulate the Economy?10:25
+5 more lectures

Make Money with Real Estate

7 lectures β€’ 56:54

Introduction to Your Most Important Personal Investment & How Much Should You Sp13:38
How Mortgages Work & How to Calculate Payments (Fixed Rates Versus Interest Only08:09
Exercise 22: Mortgage Calculator03:55
Investment Property: What You Need to Know if Considering Investment Properties12:03
Investment Property: How Much Should You Spend on an Investment Property?03:09
+2 more lectures

Make More with Diversification & Your Make Money Checklist

5 lectures β€’ 42:58

Diversification Strategies and Your Diversified β€œModel Portfolio”13:41
Exercise #24: Diversification & Your Model Portfolio Part 120:18
Exercise #24: Diversification & Your Model Portfolio Part 203:32
Exercise #25: Make Money Checklist00:42
Side Note: Should You Start Your Own Business & Have >1 Income Stream? 100% YES!04:45

Course Conclusion & Customizing Your Complete Personal Finance Excel Dashboard

14 lectures β€’ 02:38:45

Course Conclusion and Next Steps01:37
Introduction to Customizing Your Complete Personal Finance Excel Dashboard01:16
How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 1 of 219:59
How to Create the Buttons at the Top of Your Excel Dashboard Lesson Part 2 of 206:00
How to Create the 1st Tab Called "Dashboard Summary"20:31
+9 more lectures

Bonus Materials

1 lectures β€’ 01:06

Bonus Items01:06

Description

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

By An Award Winning Business Professor, Columbia University MBA Graduate (Majored in Finance) andΒ former Goldman Sachs EmployeeΒ 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 β€œ1 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 25Β exercises to help you save, protect and make more money. No prior finance or accounting or Excel experience is requiredΒ to take this course.Β 

Some of the manyΒ 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 veryΒ 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 inΒ stocks
  • Investing inΒ bonds
  • Investing inΒ commodities
  • Investing inΒ 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 experienceΒ  and very little or no accounting or finance experience.Β 

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 exerciseΒ file is a roadmap for your personal finance success so you can save, protect and make much more.Β 

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 KnowledgeΒ 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).Β 

*** Again,Β I guarantee that this is THEΒ most thoroughΒ 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.

Who this course is for:

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

This course includes:

  • 16 hours on-demand video
  • 5 articles
  • 7 downloadable resources
  • Access on mobile and TV
  • ∞Full lifetime access
  • Certificate of completion

Instructor

Chris Haroun | 1.5 Million Students | #1 Best Selling Business & Finance Prof.

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