Build Your Own Financial Plan

Course Feature
  • Cost
    Free
  • Provider
    Udemy
  • Certificate
    No Information
  • Language
    English
  • Start Date
    2023-04-05
  • Learners
    No Information
  • Duration
    No Information
  • Instructor
    Jonathan Patrick
Next Course
4.9
641 Ratings
This course is designed to help you take control of your finances and build your own financial plan. With this FREE class, you will get access to a spreadsheet designed to help you figure out your monthly budget, budget forecasting tool, Personal Financial Statement, emergency fund, life insurance, and more. 78% of Americans have less than $50,000 set aside for retirement, so don't miss out on this opportunity to take control of your finances and create a plan for your future. With this course, you will gain the peace of mind that comes from taking control of your finances and be one step closer to achieving your financial goals.
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Course Overview

❗The content presented here is sourced directly from Udemy platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [July 17th, 2023]

What skills and knowledge will you acquire during this course?
By the end of this course, individuals will acquire the skills and knowledge to create their own financial plan using various tools such as a monthly budget spreadsheet, budget forecasting tool, Personal Financial Statement, emergency fund calculator, life insurance calculator, and retirement calculator.

How does this course contribute to professional growth?
This course, Build Your Own Financial Plan, contributes to professional growth by equipping individuals with the knowledge and tools to take control of their finances and create their own financial plan.

Is this course suitable for preparing further education?
Yes, this course is suitable for preparing further education because it provides individuals with the knowledge and tools to create their own financial plan.

Course Syllabus

Housekeeping

Access the template here

Examples of how to complete each tab in the template

Wrapping Up

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Pros & Cons
  • Clear and Comprehensive
  • Beginner-Friendly
  • Lack of Advanced Content
  • Limited Interactivity
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