Be Your Own CFO
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Be Your Own CFO

Learning to manage your financial life like a Chief Financial Officer manages the financial affairs of a company!
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
9 students enrolled
Created by Jeff Nordin
Last updated 4/2017
English
Price: $20
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand your net income, learn strategies to control spending and effectively manage debt, realize the need to focus on saving & investing - your "profit"!
View Curriculum
Requirements
  • Be willing to put in the effort to take control of your financial life and be your own Chief Financial Officer
  • Have a basic understanding of your income and expenses.
Description

You'll start with a shift in your mindset - and learn the formula for a unique way of thinking about your entire financial life. It serves as they basis for the course, and the key to being your own CFO.

The course continues with a deeper dive into the components of your income and your outflows, the 3 S's: spending, servicing debt and saving investing. You'll learn some spending strategies, and tactics for dealing with debt.

We then teach you how to create a financial dashboard to monitor all components of your financial life and put yourself in a position to make real-time decisions. 

Rest assured, when completed, you will have gained the fundamental financial skills necessary to maximize YOUR  "profit". You will be ready to manage your financial life like your own Chief Financial Officer! 

Who is the target audience?
  • Everyone who wants to effectively manage their financial life with a simple, straightforward solution.
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Curriculum For This Course
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Introduction and "The Formula"
1 Lecture 07:38
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The 3 S's
1 Lecture 05:13
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A Financial Dashboard
3 Lectures 32:33
Building a Financial Dashboard
06:59

Spending and debt tactics
22:10

Using a Financial Dashboard
03:24
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Becoming your own CFO
1 Lecture 06:01
The 4 steps to being your own CFO!
06:01
About the Instructor
Jeff Nordin
4.2 Average rating
47 Reviews
192 Students
3 Courses
CFP, MBA, 20 years of financial advisory experience

I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, financial planning, and estate planning.

I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management

I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant), as well as a CAP and CLU.