All Courses
Personal Finance Mastery
164 lessons 9 sections
A comprehensive, educational personal-finance curriculum spanning 8 levels and 19 modules plus a capstone — from financial mindset and budgeting through credit, investing, retirement, insurance, major life decisions, advanced wealth, consumer protection, and a capstone where you build a complete personal financial plan.
Content is original and for educational purposes only — it is not personalized financial advice. Module 1 (Financial Mindset) is fully built; the remaining modules are outlined and marked "coming soon".
Curriculum (164 lessons)
Level 1 — Financial Foundations24 lessons
- 1M1 · Financial Mindset — Learning Objectives5 minPreview
- 2M2 · Budgeting Mastery — Learning Objectives6 min
- 3M3 · Banking Fundamentals — Learning Objectives6 min
- 4M1 · Financial Mindset — Lesson Plan60 min
- 5M2 · Budgeting Mastery — Core Reading (Part 1)14 min
- 6M3 · Banking Fundamentals — Core Reading (Part 1)15 min
- 7M1 · Financial Mindset — Instructor Notes
- 8M2 · Budgeting Mastery — Core Reading (Part 2)15 min
- 9M3 · Banking Fundamentals — Core Reading (Part 2)16 min
- 10M1 · Financial Mindset — Slides
- 11M2 · Budgeting Mastery — Worksheet15 min
- 12M3 · Banking Fundamentals — Worksheet15 min
- 13M1 · Financial Mindset — Core Reading: Wealth, Debt, and the Mind
- 14M2 · Budgeting Mastery — Case Study10 min
- 15M3 · Banking Fundamentals — Case Study10 min
- 16M1 · Financial Mindset — Case Study: Two Coworkers, One Salary
- 17M2 · Budgeting Mastery — Money-Saving Tip5 min
- 18M3 · Banking Fundamentals — Money-Saving Tip5 min
- 19M1 · Financial Mindset — Diagram: The Net-Worth Engine
- 20M1 · Financial Mindset — Interactive: Compound-Growth Explorer
- 21M1 · Financial Mindset — Worksheet: Net Worth & Lifestyle-Inflation Check
- 22M1 · Financial Mindset — Knowledge Check
- 23M1 · Financial Mindset — Practical Challenge: 30-Day Awareness
- 24M1 · Financial Mindset — Money-Saving Tip: The Subscription Sweep
Level 2 — Debt & Credit18 lessons
- 1M4 · Credit Scores — Learning Objectives8 min
- 2M5 · Debt Elimination — Learning Objectives7 min
- 3M6 · Credit Cards — Learning Objectives7 min
- 4M5 · Debt Elimination — Core Reading (Part 1)15 min
- 5M6 · Credit Cards — Core Reading (Part 1)16 min
- 6M4 · Credit Scores — Core Reading (Part 1)16 min
- 7M4 · Credit Scores — Core Reading (Part 2)16 min
- 8M6 · Credit Cards — Core Reading (Part 2)16 min
- 9M5 · Debt Elimination — Core Reading (Part 2)16 min
- 10M4 · Credit Scores — Worksheet15 min
- 11M5 · Debt Elimination — Worksheet15 min
- 12M6 · Credit Cards — Worksheet15 min
- 13M4 · Credit Scores — Case Study10 min
- 14M5 · Debt Elimination — Case Study10 min
- 15M6 · Credit Cards — Case Study10 min
- 16M4 · Credit Scores — Money-Saving Tip5 min
- 17M5 · Debt Elimination — Money-Saving Tip5 min
- 18M6 · Credit Cards — Money-Saving Tip5 min
Level 3 — Saving & Wealth Building18 lessons
- 1M7 · Emergency Funds — Learning Objectives6 min
- 2M8 · Investing Basics — Learning Objectives7 min
- 3M9 · Retirement Planning — Learning Objectives7 min
- 4M7 · Emergency Funds — Core Reading (Part 1)15 min
- 5M9 · Retirement Planning — Core Reading (Part 1)16 min
- 6M8 · Investing Basics — Core Reading (Part 1)15 min
- 7M7 · Emergency Funds — Core Reading (Part 2)14 min
- 8M8 · Investing Basics — Core Reading (Part 2)16 min
- 9M9 · Retirement Planning — Core Reading (Part 2)17 min
- 10M7 · Emergency Funds — Worksheet15 min
- 11M8 · Investing Basics — Worksheet15 min
- 12M9 · Retirement Planning — Worksheet15 min
- 13M7 · Emergency Funds — Case Study10 min
- 14M8 · Investing Basics — Case Study10 min
- 15M9 · Retirement Planning — Case Study10 min
- 16M7 · Emergency Funds — Money-Saving Tip5 min
- 17M8 · Investing Basics — Money-Saving Tip5 min
- 18M9 · Retirement Planning — Money-Saving Tip5 min
Level 4 — Insurance & Risk12 lessons
- 1M10 · Insurance Fundamentals — Learning Objectives7 min
- 2M11 · Estate Planning — Learning Objectives7 min
- 3M10 · Insurance Fundamentals — Core Reading (Part 1)15 min
- 4M11 · Estate Planning — Core Reading (Part 1)15 min
- 5M11 · Estate Planning — Core Reading (Part 2)16 min
- 6M10 · Insurance Fundamentals — Core Reading (Part 2)16 min
- 7M10 · Insurance Fundamentals — Worksheet15 min
- 8M11 · Estate Planning — Worksheet15 min
- 9M10 · Insurance Fundamentals — Case Study10 min
- 10M11 · Estate Planning — Case Study10 min
- 11M10 · Insurance Fundamentals — Money-Saving Tip5 min
- 12M11 · Estate Planning — Money-Saving Tip5 min
Level 5 — Major Life Decisions18 lessons
- 1M12 · Buying a Car — Learning Objectives7 min
- 2M13 · Buying a Home — Learning Objectives7 min
- 3M14 · Family Finance — Learning Objectives6 min
- 4M12 · Buying a Car — Core Reading (Part 1)16 min
- 5M13 · Buying a Home — Core Reading (Part 1)17 min
- 6M14 · Family Finance — Core Reading (Part 1)17 min
- 7M12 · Buying a Car — Core Reading (Part 2)17 min
- 8M14 · Family Finance — Core Reading (Part 2)18 min
- 9M13 · Buying a Home — Core Reading (Part 2)18 min
- 10M12 · Buying a Car — Worksheet15 min
- 11M13 · Buying a Home — Worksheet15 min
- 12M14 · Family Finance — Worksheet15 min
- 13M12 · Buying a Car — Case Study10 min
- 14M13 · Buying a Home — Case Study10 min
- 15M14 · Family Finance — Case Study10 min
- 16M12 · Buying a Car — Money-Saving Tip5 min
- 17M13 · Buying a Home — Money-Saving Tip5 min
- 18M14 · Family Finance — Money-Saving Tip5 min
Level 6 — Advanced Wealth18 lessons
- 1M15 · Tax Optimization — Learning Objectives7 min
- 2M16 · Financial Independence — Learning Objectives7 min
- 3M17 · Behavioral Finance — Learning Objectives7 min
- 4M15 · Tax Optimization — Core Reading (Part 1)18 min
- 5M17 · Behavioral Finance — Core Reading (Part 1)18 min
- 6M16 · Financial Independence — Core Reading (Part 1)19 min
- 7M15 · Tax Optimization — Core Reading (Part 2)19 min
- 8M17 · Behavioral Finance — Core Reading (Part 2)19 min
- 9M16 · Financial Independence — Core Reading (Part 2)18 min
- 10M15 · Tax Optimization — Worksheet15 min
- 11M16 · Financial Independence — Worksheet15 min
- 12M17 · Behavioral Finance — Worksheet15 min
- 13M15 · Tax Optimization — Case Study10 min
- 14M16 · Financial Independence — Case Study10 min
- 15M17 · Behavioral Finance — Case Study10 min
- 16M15 · Tax Optimization — Money-Saving Tip5 min
- 17M16 · Financial Independence — Money-Saving Tip5 min
- 18M17 · Behavioral Finance — Money-Saving Tip5 min
Level 7 — Consumer Protection12 lessons
- 1M18 · Scam Prevention — Learning Objectives7 min
- 2M18 · Scam Prevention — Core Reading (Part 1)16 min
- 3M18 · Scam Prevention — Core Reading (Part 2)18 min
- 4M18 · Scam Prevention — Worksheet15 min
- 5M18 · Scam Prevention — Case Study10 min
- 6M18 · Scam Prevention — Money-Saving Tip5 min
- 7M19 · Consumer Rights — Learning Objectives7 min
- 8M19 · Consumer Rights — Core Reading (Part 1)18 min
- 9M19 · Consumer Rights — Core Reading (Part 2)19 min
- 10M19 · Consumer Rights — Worksheet15 min
- 11M19 · Consumer Rights — Case Study10 min
- 12M19 · Consumer Rights — Money-Saving Tip5 min
Level 8 — Real Estate36 lessons
- 1M24 · Real Estate Investing Basics — Learning Objectives6 min
- 2M21 · Renting vs. Buying — Learning Objectives7 min
- 3M22 · Buying Your First Home — Learning Objectives8 min
- 4M23 · Home Equity & Refinancing — Learning Objectives7 min
- 5M25 · Rental Income from Real Estate — Learning Objectives7 min
- 6M26 · REITs & Passive Real Estate — Learning Objectives6 min
- 7M24 · Real Estate Investing Basics — Core Reading — Part 116 min
- 8M22 · Buying Your First Home — Core Reading — Part 118 min
- 9M25 · Rental Income from Real Estate — Core Reading — Part 118 min
- 10M26 · REITs & Passive Real Estate — Core Reading — Part 116 min
- 11M21 · Renting vs. Buying — Core Reading — Part 115 min
- 12M23 · Home Equity & Refinancing — Core Reading — Part 117 min
- 13M21 · Renting vs. Buying — Core Reading — Part 217 min
- 14M22 · Buying Your First Home — Core Reading — Part 218 min
- 15M23 · Home Equity & Refinancing — Core Reading — Part 219 min
- 16M25 · Rental Income from Real Estate — Core Reading — Part 220 min
- 17M26 · REITs & Passive Real Estate — Core Reading — Part 218 min
- 18M24 · Real Estate Investing Basics — Core Reading — Part 218 min
- 19M21 · Renting vs. Buying — Worksheet15 min
- 20M22 · Buying Your First Home — Worksheet15 min
- 21M23 · Home Equity & Refinancing — Worksheet15 min
- 22M24 · Real Estate Investing Basics — Worksheet15 min
- 23M25 · Rental Income from Real Estate — Worksheet15 min
- 24M26 · REITs & Passive Real Estate — Worksheet15 min
- 25M21 · Renting vs. Buying — Case Study10 min
- 26M22 · Buying Your First Home — Case Study10 min
- 27M23 · Home Equity & Refinancing — Case Study10 min
- 28M24 · Real Estate Investing Basics — Case Study10 min
- 29M25 · Rental Income from Real Estate — Case Study10 min
- 30M26 · REITs & Passive Real Estate — Case Study10 min
- 31M23 · Home Equity & Refinancing — Money-Saving Tip5 min
- 32M21 · Renting vs. Buying — Money-Saving Tip5 min
- 33M22 · Buying Your First Home — Money-Saving Tip5 min
- 34M24 · Real Estate Investing Basics — Money-Saving / Smart-Move Tip5 min
- 35M25 · Rental Income from Real Estate — Money-Saving / Smart-Move Tip5 min
- 36M26 · REITs & Passive Real Estate — Money-Saving / Smart-Move Tip5 min
Level 9 — Capstone8 lessons
- 1M20 · Capstone — Overview & How It Works15 min
- 2M20 · Capstone — Part 1: Your Budget18 min
- 3M20 · Capstone — Part 2: Debt Payoff Strategy18 min
- 4M20 · Capstone — Part 3: Investment Portfolio20 min
- 5M20 · Capstone — Part 4: Retirement Plan20 min
- 6M20 · Capstone — Part 5: Insurance Plan18 min
- 7M20 · Capstone — Part 6: Estate Plan18 min
- 8M20 · Capstone — Putting It All Together20 min