Personal Finance

Name: Personal Finance
Brand: Educa PHAROS
SKU: AFO028NFV
Availability: InStock

Cross-cutting

Digital Skills

Duration

8:00 p.m.

PRESENTATION

Anyone who wants to take control of their finances and achieve financial freedom needs to have access to as many resources and as much knowledge as possible about how the financial system works and how external factors can influence our economy (inflation, interest rates, etc.). With this goal in mind, the Personal Finance Course, where we'll cover basic topics ranging from getting to know our Financial Position and Balance Sheet, including the study of the impact of debts about our finances, then, having financial literacy It is essential to avoid situations that could jeopardize our financial stability and our ability to save.

Objectives

– Plan our finances.

– Understand the key financial factors that influence household finances.

– Get the tools you need to design your savings or investment plan.

– Understand the impact of advertising and psychology on investments.

– Understand economic cycles and how to adapt to each one.

– Understand and identify financial products and determine which one best suits our needs.

Syllabus

TEACHING UNIT 1. INTRODUCTION. FINANCIAL LITERACY 1. The Culture of Saving 2. Avoiding Financial Dependence 3. Financial Education from an Early Age TEACHING UNIT 2. ASSESSING OUR FINANCIAL SITUATION 1. Define Your Net Worth 2. The Economic Cycle and Financial Balance TEACHING UNIT 3. PERSONAL INVESTMENT AND SAVINGS 1. Controlling Expenses 2. Major Purchases TEACHING UNIT 4. MANAGING FINANCES 1. Debt Management 2. Defaulting on Payments and Its Consequences LEARNING UNIT 5. THE FAMILY BUDGET 1. How to Create a Family Budget 2. Budget Balance LEARNING UNIT 6. FAMILY SAVINGS 1. Checking and savings accounts 2. Methods of payment: cash, checks, and cards LEARNING UNIT 7. BASIC ECONOMIC CONCEPTS 1. Gross Domestic Product 2. Inflation 3. Interest Rates and Exchange Rates TEACHING UNIT 8. OUR FINANCIAL INVESTMENTS 1. Savings Products 2. Real Estate Investments 3. Investing in the Stock Market 4. Mutual Funds LEARNING UNIT 9. SECURING OUR FUTURE 1. Insurance 2. Pension Plans TEACHING UNIT 10. OTHER ASPECTS OF INVESTING 1. Financial Information in Advertising and the Media 2. Psychology and Investing

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Are the Educa PHAROS courses eligible for credit?

Many courses can be credited toward the master's programs at Structuralia.

Facts about our area

+ 1.483

Hours

+88.999

Minutes

264

Courses

Are the masterclasses live?

Who is it intended for?

What features does Educa PHAROS have?

What guarantees does Educa PHAROS offer?

Why is Educa PHAROS the best solution?

Educa PHAROS is a next-generation training model that places a company’s human capital at the forefront. Through a platform that adapts to each company’s corporate identity and offers a total of more than 900 courses, it provides tailored training for each organization. The unlimited flat-rate plan provides each company with the number of courses that best suits its needs, as well as the ability to determine which employees will have access.