The Basics of Personal Finance

Course Overview:

This course offers an introduction to the fundamental concepts of personal finance and money management. It’s designed to help individuals understand the basic principles of financial planning, budgeting, saving, investing, and protecting their wealth. Through practical examples and real-world scenarios, the course aims to empower participants to make informed financial decisions.

Course Structure:

Introduction to The Basics of Personal Finance

Module 1: Introduction to Personal Finance

Module 2: Budgeting and Expense Tracking

Module 3: Saving and Building Emergency Funds

Module 4: Introduction to Credit and Debt

Module 5: Basics of Investing

Module 6: Retirement Planning

Module 7: Insurance and Risk Management

Module 8: Tax Planning and Management

Module 9: Estate Planning

Module 10: Building a Comprehensive Financial Plan

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  • Sam Talissa

    Sam Talissa is a renowned expert in the fields of digital marketing and strategic planning. With an illustrious career spanning over two decades, Sam has played pivotal roles in shaping the marketing strategies of several Fortune 500 companies, start-ups, and mid-sized organizations.Born and raised in San Francisco, Sam's passion for business and marketing was evident from an early age. He pursued this interest acadically, earning a Bachelor's degree in Business Administration from the University of California, Berkeley, followed by an MBA from Stanford University, with a specialization in Marketing.Upon graduation, Sam embarked on his professional journey, working with various technology giants in Silicon Valley. His innovative approach to digital marketing and keen understanding of consumer behavior quickly distinguished him in the industry.After a decade in the corporate world, Sam transitioned into consulting, leveraging his expertise to help businesses navigate the complexities of the digital marketing landscape. His holistic approach encompasses everything from content creation and SEO optimization to analytics and conversion rate optimization.In 2020, Sam took on the role of an author, publishing his first book titled "Navigating the Digital Seas: A Comprehensive Guide to Digital Marketing". The book has since become a go-to resource for aspiring digital marketers and business owners looking to amplify their online presence.Apart from his professional pursuits, Sam is an ardent supporter of financial literacy and often holds workshops and webinars to educate people about the importance of managing personal finances.In his spare time, Sam enjoys exploring the hiking trails of California with his golden retriever, Max, and experimenting with gourmet cooking. Always eager to learn and grow, Sam embodies the spirit of continuous improvement, both personally and professionally.

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