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Financial Basics Everyone Should Know (2019)

via LinkedIn Learning

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Overview

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Learn how to effectively navigate your finances to ensure you have a successful financial future. This course discusses savings, investments, insurance, and retirement.

Syllabus

Introduction: What Is Finance?
  • Getting a handle on your finances
1. Save
  • Understanding how banks operate
  • Understanding bank rates
  • Using certificate of deposits
  • Understanding credit scores
2. Invest
  • The stock market
  • Determining when to adjust assets
  • Determining the value of a stock
  • Setting up a brokerage account
  • Investing with mutual funds
  • Investing with ETFs
  • How bonds work
  • Diversifying your portfolio
3. Insurance
  • The basics of insurance
  • The basics of life insurance
  • The basics of property insurance
  • Deciding whether HSAs are right for you
4. Retire
  • Considering the four principles to retire
  • Applying two rules for retirement
  • Choosing between 401(k) and 403(b)
  • Using Roth IRAs and SEP accounts
Conclusion
  • Wrap up

Taught by

Michael McDonald

Reviews

4.7 rating at LinkedIn Learning based on 4169 ratings

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