Personal Finance University
4.2 (12 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
44 students enrolled

Personal Finance University

The ultimate finance course!!
4.2 (12 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
44 students enrolled
Created by Lonnie Mathews
Last updated 10/2016
English [Auto]
Price: $44.99
30-Day Money-Back Guarantee
This course includes
  • 4.5 hours on-demand video
  • 22 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Discover how to stretch your paycheck
  • Regain control of your finances
  • Learn a workable plan to reduce expenses
  • Learn a mathematical plan to be debt-free in 3 to 5 years
  • Learn how “find” more money to save and invest
  • Learn how to create a budget that you can live with
  • Understand how to measure financial success
  • Be willing to change your paradigm
  • Be willing to do the work required for a better financial future
  • Have an open mind about changing your financial situation

Are you where you want to be financially?

Do you feel like there has to be a better way of handling money?

Are you tired of dealing with student loan and credit card debt?

Do you want to invest but don’t know where to start?

If you said yes to one or more of these questions then you are in luck. This AMAZING money management course will provide the answers to these questions and more. Let’s be honest, when it comes to planning your finances it can seem like an extra chore at best.

Building a solid financial plan is built on uncertainty, fear and confusion in most cases. In the end, these emotions make you want to avoid planning for your financial future and settle for a life less than. Financial literacy education is a life-long process and requires constant attention.

Personal Finance University was created to provide you with the education and the necessary tools you need to learn how to manage your finances and to modify your behavior to make better financial decisions. This course will be taught through five different lessons. Each lesson will unlock information in key areas of personal finance. This course will consists of an instructor led, hands on approach to personal finance.

The information in this course is based on years of bad financial decisions and mis-information by the instructor and discovering what it takes to make better financial decisions. This course will share practical advice on how to set and achieve financial goals to building real wealth. The information and examples in this course will provide you with sound money management strategies, and these strategies will help get you where you want to be financially.

Thanks for taking this, now let’s get started! 

Who this course is for:
  • People who earn a decent income but aren’t where they want to be financially
  • People who desire an immediate change in their personal financial situation
  • People who are “sick and tired of being sick and tired” of their financial situation
  • People who want to feel better about their finances
  • People who want to develop a plan for building wealth
Course content
Expand all 58 lectures 04:25:04
+ Introduction
1 lecture 02:43

Course introduction will go over the broad topics that will be covered in the course, as well as review the supplemental material and assignments. Also covered is why the course will help students, and what they’ll get out of it once they’ve completed it.

Preview 02:43
+ About Me
1 lecture 02:44

Lonnie R. Mathews introducing myself to the students enrolled in the course and sharing his story.

Preview 02:44
+ Organizing Your Finances
7 lectures 39:57

 A quick introduction from Lonnie Mathews about what to expect from this portion of the course.

Preview 01:30

This lecture shows students that planned finances gives you a better sense of where you are financially and how to get control of your finances.

Why Plan your Finances

This lecture covers the top three obstacles to achieving financial freedom

Preview 03:46

This lecture shows students that by learning how to create and understand your net worth, you will get a good idea of where you are financially

Calculating your Net Worth

During this lecture students will learn how create financial goals; setting financial goals will guide you to financial success and beyond.

Setting Financial Goals

During this lecture students will discover the power of compound interest and the benefit of the time value of money will have on the long-term growth of their savings.

Embracing the power of SAVING

Chapter material needed to complete this section

Chapter Material
+ Budgeting & Saving
13 lectures 46:11

This lecture will introduce students to the concept of budgeting and explain why it is important to put a budget in place to accomplish their financial goals.

Introduction to budgeting

This lecture helps students understand what the average millionaire looks like so students can determine what they need to do to become one.

Portrait of a Millionaire

This lecture is a video explaining the mindset needed to creating a budget you can live with and how to begin the process of creating a livable budget.

Budgeting Process Introduction

This lecture helps students decide if their current budgeting process makes them a thermometer or thermostat 

Preview 02:41

In this lecture students will begin the process of looking at their current income and expenses to get a clear picture of where the are compared to where they want to be.

What is a Budgeting
Budgeting with a Purpose

This lecture is a continuation of the budgeting process. Students will learn what it takes to create a successful budget that you can live with.

Budgeting Continued

During this lecture students will be able to look at their expenses as a percentage of their income to get a broader perspective to what areas need the most attention.

Where does your money go?

This lecture will allow students to take a hard look at the reality of their current spending habits and make some needed changes to achieve their financial goals.

Percentage Guideline Budget

This lecture goes over the Percent Guideline form with the students so they can calculate their own percentages.

Preview 06:29

This lecture will help students discover where money can be found in your current spending to make an effective change in their spending.

Finding Money in your LIfe!

This lecture walks students through the how to set up a bill payment spreadsheet to stay on top of when bills are due

Preview 01:55

Extra resources students will need to compete this section of this course

Chapter Material
+ Understanding Debt
9 lectures 50:35

This lecture is a video introduction to the idea of helping students grasp the idea of getting rid of debt once and for all. Student will learn the consequences of debt and how it effects the financial future; as well as the various types of debt.

Understanding Debt Introduction

This lecture is an introduction to the debt and signs that debt might becoming an issue in your financial life

Preview 03:43

This lecture takes a look at the credit card industry and shares statistics on card usage and what the means to students financial bottom-line.

Who's Winning?

This lecture teaches students the importance of the Debt-to-Income ratio as well as how to calculate your own.

Preview 05:21

This lecture explains how to calculate your debt to income ratio.

Preview 04:32

This lecture explains to student why the should consider getting out of debt and the impact that being in debt has on your overall financial postion

Preview 03:41

This lecture will show students a proven mathematical  method to reduce and eliminate their debt in 3 to 5 years.

Debt Payoff Priority

This lecture  uses a case study to show how a family is able to eliminate over $100K in debt in just over 5 years.

Never Give Up!

This lecture will help students discover approaches to reducing and ultimately eliminating debt.

Chapter Material - other ways to reduce debt
+ Understanding Credit
13 lectures 01:00:50

This lecture is an introduction video to the world of credit, how to manage credit effectively. Students will also learn laws associated with credit reporting.

Understanding Credit Introduction

This lecture will discuss the history of credit cards and how they impact their financial life.

Preview 05:11

During this lecture students will  learn about their credit file, where it began and how to obtain a FREE copy of their credit report.

Understanding your Credit Report

Video introduction on how to download a copy of your credit report!

Online Credit Report Introduction

This video lecture will walk students through the steps of downloading their personal credit file for FREE using the website set up by the Federal Trade Commission (FTC)

Preview 03:51

This part two of the video lecture that walks students through the steps of downloading their personal credit file for FREE using the website set up by the Federal Trade Commission (FTC)

Credit Report Online Part 2

This lecture will the different sections of the credit report students will learn how to read their credit report.

Examining your Credit Report

Video introduction to understanding your the credit scoring model

Understanding your Score Introduction

This lecture will teach students about the difference credit scoring models and how their score impacts purchases and life overall.

Understanding your Score!

Video lecture on creating a healthy credit score!

More on the credit score

A lecture on the most common errors on your credit report and what can be done to correct those errors.

Preview 04:49

This lecture will cover the steps students can do to improve their overall credit score.

Improving your credit Score

Extra resources students will need to complete section of the course.

Chapter Material
+ Understanding Investments
14 lectures 01:02:04

This video lecture will introduce students to the concept of long-term investing to increase their overall wealth and what it takes to be a smart successful investor.

Understanding Investments Introduction

This lecture explains the fundamental differences between saving for emergencies and investing for the future.

Preview 02:04

This lecture  covers the phenomenon of compound interest and how to benefit from it by investing your savings.

Preview 04:53

This lecture takes a quick look at the rule that helps students understand how long it would take for money to double based on different interest rates when invested in different investment products.

Preview 03:22

This video lecture gets students excited about the possibility of investing for a comfortable retirement and explains how to build a portfolio of investment products using the investment pyramid.

Investment Pyramid Introduction

This lecture covers investments designed to produce income.

Income Investments

This lecture explains how Growth & Income Investments fit into the students portfolio and how the the best of both worlds growth of principle as well as income.

Equity Investments Growth & Income

This lecture explains how to maximize growth of principle by investing in companies that have a solid track record and have a bright future for continued growth.

Equity Investments Growth

This lecture explains the nature of aggressive investment and how they can spice up your investment portfolio to give you a greater level of return.

Equity Investments Aggresive

This lecture video introduction to prepare students to learn what a stock is and how they work.

What is a Stock Introduction Video

This lecture teaches students the basics of what a stock is and they work.

Preview 11:59

This lecture shows what a mutual fund is and how it works. Also covers how to use this investment to boost your savings and retirement goals.

What is a Mutual Fund?

This lecture teaches students an investment technique that will allow anyone to start investing with small amounts of money. 

Preview 05:57

Extra resources students will need to complete section of the course.

Chapter Material