Course Curriculum

  • 1

    Adulting: Personal Finance

  • 2

    Budgeting Basics

  • 3

    Credit + Credit Score

    • Credit Introduction

    • Credit Worksheet

    • Key Credit Terms

    • Credit Score Components

    • Credit Score Ranges

    • How to Establish Credit

    • Building and Improving Credit

    • Who Cares About Your Credit Score

    • Credit Quiz

    • Credit Challenge

    • Credit Challenge Results
  • 4

    Loan Types + Repayment

    • Loan Types + Repayment Introduction

    • Loan Types + Repayment Worksheet

    • Loan Types + Key Terms

    • A Comparison of the Six Loan Types

    • Student Loans: Key Terms + Types

    • Consolidating v Refinancing and the Pros + Cons of Loan Consolidation

    • Debt Repayment Strategies + Methods

    • Loan Types + Repayment Quiz

    • Loan Types + Repayments Challenge

    • Loan Types + Repayment Challenge Results
  • 5

    Savings + Investments

    • Savings + Investments Introduction

    • Savings + Investments Worksheet

    • Savings Goals

    • Pre-Investment Checklist and Debt Repayment vs. Investing

    • Making Money in the Stock Market

    • Stock Market Terms and Investment Approaches

    • Stock Market Performance 2015-2019

    • Net worth

    • Savings + Investments Quiz

    • Savings + Investment Challenge

    • Savings + Investments Challenge Results
  • 6

    Taxes

    • Taxes Introduction

    • Taxes Worksheet

    • Important Tax Documents

    • Adjusted Gross Income and Deductions

    • Tax Liability and Credits

    • A Tax Example

    • Do you really want a tax refund?

    • Taxes Quiz

    • Taxes Challenge

    • Taxes Challenge Results
  • 7

    Personal Insurances

    • Personal Insurances Introduction

    • Personal Insurances Worksheet

    • Auto Insurance

    • Homeowners Insurance

    • Life Insurance

    • Personal Insurances Quiz

    • Personal Insurances Challenge

    • Personal Insurances Challenge Results
  • 8

    Personal Finance Conclusion

    • Personal Financial Scorecard + Full Challenges List (aka Personal Financial Roadmap)