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5 Course in 1! Save, Invest & Earn FAR More! By Top Award Winning Investment Banker, Financial Planner, & Personal Coach
Updated on Sep, 2026
Office Productivity, Microsoft, Excel
Duration - 3.5 hours
Training 5 or more people ?
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Let me begin by asking a few simple questions...
If your answer to most of the above questions is YES! Then this is the Course for you!
Why Personal Finance is so difficult?
Section I: Personal Finance Foundations
Section II: Rules of Personal Finance (Simple Math Principles)
Understanding Growth:
Section III: Behavioral Finance & Investing Psychology
Section IV: Risk Profiling & Asset Allocation
Asset Allocation Strategies:
Section V: Investment Foundations & Products
Key Concepts of Investing:
Investmen t Products Overview:
Investing in Stocks:
Real Estate Investing:
Cryptocurrency Investing:
Section VI: Financial Planning & Robo-Advisory
Section VII: Goal-Based Financial Planning
Section VIII: Credit Facilities
Understanding Loans:
Key Financial Rules:
Credit Card Pitfalls:
Section IX: Become a Master Expense Planner
Section X: Credit Rating, Credit Score, & Credit Report
Overview of Credit Scores:
Repairing Your Credit:
Section XI: Financial Apps & Pro Tips
10 Pro Tips for Memorizing Key Financial Concepts.
EXCEL Course Project:
Note: Ms-Excel (Microsoft Excel) 2007 or above is recommended (Windows / Mac) for the projects.
Please use the Mac Version for Mac PC/Laptop & Windows Version for Windows PC/Laptop(win7 and above recommended).
There are multiple class projects which are included in the exercise demo. Please download only one exercise at a time (this will help you to understand and practice one concept at a time).
Exercise - 1: Understand your Net Worth – Excel Exercise
Exercise - 2: Calculate & Plan Expenses – Excel Exercise
Exercise - 3: Design your own household budget – Excel Exercise
Exercise - 4: Cash Flow Planning – Excel Exercise
Exercise - 5: Learn various rules of personal finance - try it out! (No exercise file - please refer demos)
Exercise - 6: Time Value / Specific goal planning – Excel Exercise
Exercise - 7: Magical Rock Star Expense Planner (Power to you!) – Excel Exercise
Disclaimer: The information provided in this course should not be used as financial advise or recommendation, neither it should be viewed as a financial promotional or affiliation tool or advertisement nor it supports or endorse any tools or company illustrated throughout the course, should not be substituted for consulting a financial advisor, planner or allied professional in the applicable jurisdictions. This course outline the broad road map to manage your personal finance. The author or Tutorialspoint disclaim the liability or any damage, risk, loss or obligations incurred directly or indirectly. The situation is dynamic and can change anytime due to various factors. The author is directly or indirectly or otherwise is not under obligation, risk or liability due to use of information given in this course.
Check out the detailed breakdown of what’s inside the course
"Difficult things aren't easy, but they're worth it."
I am passionate about training. My aspiration is to take away the blind of intricacy to make idea reasonable for you.
In the last 2 decades, I have trained hundreds of participants working in various sectors about Financial Markets and Products, Economics, Statistics, Design Thinking, Public Administration,Life Skills, Psychology, Banking Fundamentals, Advance Banking concepts, Foreign Exchange, International Banking, Risk Management, Compliance, Fraud Analysis, Cyber Security, Digital Forensics, FinTech, Innovative Technology(Blockchain, Cryptocurrency, AI, AR, VR, Robotics, IoT), Asset & Liability Management and Business Analytics.
My mission is to make the course accessible, affordable and easy. Most of my courses will teach you what you haven't learned in school, college or at your workplace.
I am there for you! Obviously, you are my Number 1 Priority. All of my courses are crafted to cater for a wide range of learners. If anything remains unclear or fuzzy to you, or you just need help understanding something in my course, just send me a text message or an email message and I'll be able to devote some time for you to make the topic easier that suits your style of learning.
This is to ensure you learn better and retain the knowledge. My courses will help you gain real world skills and knowledge and change your life today.
He teaches professional certification:
Certificate in Fintech Regulatory Compliance (CFRC)™
Certified Program in Anti Money laundering Professional (CPMP)™
Executive Program in Fintech Law ™
Certified Blockchain Security Analyst (CBSA)
Certified Social Media Intelligence Examiner (CSMIE)
Bitcoin and Cryptocurrency Forensic Investigation (OSINT)
Certified Patent Analyst (CPA+)
Certified Trademark Analyst (CTA)
Certified Copyright Analyst (CCA)
IS-011: Certified Private Investigator (Level 1)
IS-033: Document & Handwriting Forensics Investigation
IS-12: Certificate Course in DeFi (Decentralized Finance)
IS-044: Smart Contract Hacking & Security
Certified Blockchain Security Examiner (CBSE)
Crypto-asset Compliance Professional (CAMP)™
Thank you for your interest in my courses, and in me as an instructor. I look forward to seeing you in one of my lectures very soon.
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