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The Personal Finance and Wealth Management Masterclass
Rating: 4.6 out of 5(532 ratings)
3,975 students

The Personal Finance and Wealth Management Masterclass

Become an Expert in Personal Finance and Investing. Learn MBA-Level Financial Analysis. Master Finance Fundamentals.
Created byRaj Gupta, Ph.D, Licensed Insurance Agent, MBA Teaching Experience
Last updated 11/2022
English

What you'll learn

  • You will become an expert in Personal Finance and Development.
  • 100+ Multiple Choice Questions with Detailed Explanations and Answers.
  • You will become an expert on Financial Data Sources and Patterns.
  • You will understand how Auto Insurance Premiums are calculated.
  • You will learn why Vicarious Liability is important in Personal Finance.
  • You will learn what career paths people are choosing after the Pandemic.
  • You will learn why some people never run out of money in Retirement.
  • You will learn the differences between different types of banks.
  • You will learn how Financial Decisions made in London affected consumers in the United States.
  • You will gain numerous insights even if you have taken Personal Finance Courses before.

Course content

6 sections • 91 lectures • 12h 28m total length

  • Course Introduction Video - About this Course13:00

    Explore how MBA-level personal finance blends theory and practice, covering human capital, asset classes, returns, and private wealth management, with hands-on data analysis in Excel.

  • Course Introduction Video - Topics to be Covered5:47
  • Course Materials12:51

    In this Video, we will discuss all the Course Materials and Resources that we will be using in this Course.

  • Introduction to Skills and Wealth2:31

    This Lecture Video is an introduction to the Wealth Accumulation Section.

  • Your Career Path9:13

    After viewing this Lecture Video, you will understand various paths especially after the Pandemic.

  • Earnings by Educational Attainment5:47

    In this Lecture we will examine Earnings by College Major and Educational Attainment.

  • Degrees and Salaries Quiz
  • Occupational Outlook11:32

    After viewing this Lecture Video, you will learn how salaries vary by occupation. You will also learn about the fastest growing occupations and the fastest declining occupations.

  • Occupations and Salaries Quiz
  • Understanding Skills Part 17:40

    In this Lecture we will discuss and categorize skills in general.

  • Understanding Skills Part 26:15

    In this Lecture we will continue to discuss and categorize skills.

  • Finding Your Competencies and Interests10:49

    In this Lecture, we will discuss your specific competencies and interests.

  • College or College Alternatives7:18

    In this Lecture we will review College and College Alternatives further.

  • Certifications7:03

    In this Lecture we will review Certifications.

  • Skills Quiz
  • Introduction to Personal Balance Sheets1:44

    This is an introduction video to Personal Balance Sheets.

  • Personal Balance Sheets10:41

    After viewing this Lecture Video, you will be able to construct Personal Balance Sheets.

  • Personal Balance Sheets Quiz
  • Anthony's Financial Vitals Compared to Others10:20

    After viewing this Lecture Video, you will be able to explain where someone stands financially compared to the rest of the population. You will also be able to teach others about the differences.

  • Consumer Assets and Liabilities Quiz
  • What is Human Capital?1:43

    This is an introduction Video to Human Capital.

  • Defining Human Capital6:25

    After viewing this Lecture Video, you will be able to calculate Human Capital.

  • Anthony's Human Capital9:52

    After viewing this Lecture Video, you will be able to explain how one goes about increasing human capital.

  • Human Capital Estimates by Occupation9:48

    After viewing this Lecture Video, you will be able to explain how human capital numbers for those who died in the September 11, 2001 attacks were calculated.

  • Human Capital Quiz
  • Personal Balance Sheet Examples3:11

    This is an introduction Video to Personal Balance Sheet examples.

  • Personal Balance Sheets of Professionals Saddled with Student Loans7:39

    After viewing this Lecture Video, you will be able to explain how those with very high student loans are managing their debt.

  • Personal Balance Sheets of a Financially Devastated Divorcee4:45

    After viewing this Lecture Video, you will be able to explain how some spouses lose out in a divorce.

  • Personal Balance Sheets of Profligate Spenders4:57

    After viewing this Lecture Video, you will be able to explain what not to do, if you are deep in credit card debt.

  • Personal Balance Sheet of a Married Couple4:33

    After viewing this Lecture Video, you will be able to explain what some married couples are doing to secure their retirement.

  • Personal Balance Sheets Examples Quiz
  • From Wealth Accumulation to Financial Planning0:41

    In the Video, we reflect on what we have covered and what is forthcoming.

  • Wealth Accumulation Quiz

Requirements

  • All background topics will be covered in the Course. No prerequisites are necessary. This is an MBA-Level Course. The Lectures are designed to appeal to students with diverse backgrounds from Engineering to Medicine to the Humanities.

Description

This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Lifetime Expenditures. We will cover Time Value of Money concepts in general and the Lifetime Expenditures exercise in particular. The Lifetime Expenditures exercise is typically taught in Finance Courses at the Undergraduate and MBA Levels.  We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. We will examine historical returns for Equities, Bonds, Private Equity, Real Estate, Commodities and Hedge Funds. We will discuss why Geometric averages are appropriate for Portfolio Management. We will also examine the Short Selling Process. Short Selling is used to benefit from a downturn in stock prices. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. We will examine the role of regulators in the United States and around the world. We will also examine the potential of Annuities to serve as a substitute for Pensions. We will examine the LIBOR Scandal which is often overlooked by some. Finally, we will examine Estate Planning.

Who this course is for:

  • This course is intended for anyone wanting to become an expert in Personal Finance. Professionals, College and High School Instructors, Teachers, College Students and even High School Seniors will find the content insightful.
  • If you have taken a Personal Finance course before, you should take this course. This course covers topics that may not have been covered in other Personal Finance courses.
  • This is an MBA-Level Personal Finance course. If you enrolled in an MBA Program and took Personal Finance, you would get an experience similar to this course.
  • College and High School Instructors will be able to incorporate the curriculum in your college and high school courses.

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