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Personal Financial Planning and Management
Learning path
Wealth Management and Career Development
Core
Develops criteria to structure income, expenses, savings, and personal financial planning.
3h 48min of content6 ModulesVerified certificate
Program content
- Introduction to the programThe program opens with a clear promise: to build a personal financial management system tailored to each individual, over the course of 24 sessions.3min
- Where am I today?Understanding the difference between assets, liabilities, and equity is the starting point for interpreting one's own financial situation. Through practical exercises, the student assesses their own financial position and understands where they stand today.8min
- What do I have?The focus is on classifying personal assets according to their nature and liquidity. Through analogies and personal reflection, the student refines their understanding of what they actually own.10min