The Personal Finance and Wealth Management Masterclass

The Personal Finance and Wealth Management Masterclass

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.

Become an Expert in Personal Finance and Investing. Learn MBA-Level Financial Analysis. Master Finance Fundamentals.

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What you will 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.

Rating: 4.30769

Level: All Levels

Duration: 12.5 hours

Instructor: Raj Gupta, Ph.D, Licensed Insurance Agent, MBA Teaching Experience