Budget Master Class
5.0 (2 ratings)
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Budget Master Class

Succeed At The Business of You: Personal Chief Financial Officer Training
5.0 (2 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.
12 students enrolled
Last updated 10/2016
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Current price: $10 Original price: $20 Discount: 50% off
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  • 1 hour on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Analyze and Enhance Your Personal Finance Goals
  • Know How To Use Some Basic Tools For Performance Objectivity
View Curriculum
  • Have access to their bank statements and their other financial information.

Course Description

Sometimes it is good to think of yourself as a business. By doing so it is far easier to be objective. For this course you will become the Chief Financial Officer (CFO) of You Incorporated. This content will help you define your goals and resources and then teach you how to optimize your budget to achieve your financial goals. Not only are the tools you will learn here immediately actionable, these techniques can utilized over and over. Plus, you will also receive an exclusive ebook only available for the students of this course. This course is taught by a financial industry professional and not an internet marketer or radio personality. The main goal of this course is to make normal complex financial analysis tools simple and easy to use for anyone.

After this course you will know how to:

Determine what you need to save to achieve your goals and how long it will take. 

  • Analyze your cashflow
  • Determine your net worth
  • Define and assess your goals
  • Decipher how much debt is too much
  • Be able to easily calculate how long it will take to pay off your debt.
  • Create a personal balance sheet
  • Create a personal income statement
  • Analyze your resources and capacity and any potential risks
  • Use quantitative analysis to identify both the strengths and weaknesses in your budget and spending patterns.

Contents and Overview:  This course strips the complexity from ubiquitous financial tools and personalizes those techniques to work for anyone. There are 10 interactive lectures where you will use your own income and expenses to learn the easiest and most effective ways to analyze your own personal finance numbers. Plus, you will get the exclusive ebook "Succeeding at the Business of You: Personal CFO Training Guide" which reviews each of the interactive tools in this course. 


  • A desire to organize your personal finances.
  • The ability to access your bank statements to do the exercises.
  • A willingness to evaluate your financial framework.
  • A Kindle or other source to read the included ebook. 

What am I going to get from this course?

  • Become acquainted with financial terms.
  • Learn how to objectively analyze your existing financial framework.
  • Be able to identify weaknesses in your spending patterns. 
  • Utilize some useful measurement tools to measure your progress.
  • Be motivated to develop a savings and spending plan.
  • Understand how compounding works and why it is important.

What is the target audience:

  • People who want to manage their finances better, but don't know where to start.
  • Someone interested in learning how to enhance their current financial framework.
  • Anyone who wants to objectively manage and analyze their financial goals.

Who is the target audience?
  • People who want to take control of their finances
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Curriculum For This Course
1 Lecture 04:36

Instructor Introduction and Course Overview, attached to the final lecture (Section 10) are instructions and links for your free book "Succeed at the Business of You: Personal CFO Training" at the end of last lecture of the course there is a link to another free book.

Preview 04:36
Time is Money
1 Lecture 05:34

Time is actually money. This lecture will show you how to crunch the numbers (and use your own) in an easy way so you can see exactly why this is true.

Preview 05:34
You Incorporated
1 Lecture 04:08

Sometimes it is important to look at yourself as a business entity. For this course, you will be the new Chief Financial Officer (CFO) of "You Incorporated" so it is now your job to make sure the firm does not run out of money, can meet its obligations, and grow into its long term goals. This video will be providing you some initial training to analyze the firm. Everything you do here will be used in the other parts of the training. 

You Incorporated
Goal Setting
1 Lecture 05:15

In this section you will objectively define and classify your goals. As the CFO you will be assessing those goals, and analyzing your firms ability to meet or adjust those objectives. 

Good goal setting is done in two stages:

1. Idealistic: Dream and wish

2. Pragmatic: Determine your resources and set up for the idealistic goals

Objective Goal Setting
Balance Sheet & Income Statement
1 Lecture 04:25

The Balance Sheet & Income Statement are good tools to evaluate a specific period in time and will help you organize and measure your progress from quarter to quarter (or whatever your personal business cycle is)

Balance Sheet & Income Statement
Debt to Income & Debt Management
1 Lecture 04:06

These tools will provide you with an objective measurement of how much debt is too much, how to measure if it is increasing or decreasing from cycle to cycle, and a way to figure out how long it will take to pay it off.

Debt to Income
Three Pillars
1 Lecture 06:06

The three pillars are what all CFO's use as a framework for developing their budgets and plans. 

The Three Pillars
Optimization: Risk & Controls
1 Lecture 08:05

Every CFO analyzes potential risks and evaluates possible controls. This lecture will help you add these elements to your budgeting tool box

Risk & Controls
Optimization: Variance Analysis
1 Lecture 07:06

Variance analysis is the ultimate tool for evaluating both the strengths and weaknesses in a balance sheet and income statement. This tool will also help you measure your personal trends and compare each line item against another.

Variance Analysis
Optimization: Sense of Urgency
1 Lecture 07:21

These optimization tactics will help you get and stay inspired. Attached as downloadable material is the ebook "Succeed at the Business of You: The Personal CFO Training Guide" is an exclusive, made just for this course and designed to help you review and re-perform the CFO tools your learned here so you can maintain budget discipline.

Sense of Urgency
About the Instructor
The Everyday Investor Club
5.0 Average rating
2 Reviews
12 Students
2 Courses
Finance Consultant

Do you want to take control of your finances? Are you ready to finally understand how the financial system works and utilize finance concepts to enhance your lifestyle? The Everyday Investor Club is about self-empowerment and exists to break down complex financial concepts so anyone can utilize them. The Everyday Investor Club strives to provide the most useful, actionable and most succinct classes online at an affordable price.

The Everyday Investor Club is operated by John Endris, a lifelong investor, business consultant, entrepreneur, specialized finance professional, and MBA.