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Certificate in Finance & Accounting
Orientation & Welcome to the Finance & Accounting Masterclass
Welcome Message and How to Take the Course (7:55)
Finance & Accounting Class #1 of Semester One
Workbook Attached for the Finance & Accounting Class #1 in PDF, Microsoft Word and in Google Docs Format
Topic 1: How Can We Build a Sales Focused Corporate Culture (a True Meritocracy)? (Part 1) (12:45)
Topic 1: How Can We Build a Sales Focused Corporate Culture (a True Meritocracy)? (Part 2) (12:50)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 1) (14:25)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 2) (8:24)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 3) (11:28)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 4) (15:48)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 5) (16:45)
Topic 2: How Do CFOs & Heads Of Sales Executives Quantify & Forecast Sales? (Part 6) (17:11)
Topic 3: How Can We Architect A More Advanced Excel Sales Dashboard (Without Coding)? (17:11)
Optional Resource #1 to Watch after F.A.-1-1 Class: How to Use Excel (32:45)
Optional Resource #2 to Watch after F.A.-1-1 Class: How I Made the Main Menu Tab (Meaning the 1st Tab) (12:48)
Optional Resource #3 to Watch after F.A.-1-1 Class: How I Made the Sales Settings Tab (Meaning the 2nd Tab) (3:49)
Optional Resource #4 to Watch after F.A.-1-1 Class: How I Made the Sales Forecast Tab (Meaning the 3rd Tab) (8:36)
Optional Resource #5 to Watch after F.A.-1-1 Class: How I Made the Income Statement Tab (Meaning the 4th Tab) (7:12)
Optional Resource #6 to Watch after F.A.-1-1 Class: How I Made the Dashboard Tab (Meaning the 5th Tab) (3:17)
Optional Resource #7 to Watch after F.A.-1-1 Class: How I Made the 3D Buttons Images (10:41)
[Optional Lecture]: Questions and Answers for FA 1-1 (27:39)
Quiz for the First Finance and Accounting Class
Finance & Accounting Class #2 of Semester One
Workbook Attached for the Finance & Accounting Class #2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to Accounting and Finance (14:28)
Topic 2: New Introduction to the Balance Sheet ( Part 1 ) (15:25)
Topic 2: New Introduction to the Balance Sheet ( Part 2 ) (20:45)
Topic 2: New Introduction to the Balance Sheet ( Part 3 ) (21:22)
Topic 3: Creating Apple’s Balance Sheet ( Part 1 ) (14:55)
Topic 3: Creating Apple’s Balance Sheet ( Part 2 ) (17:41)
Topic 3: Creating Apple’s Balance Sheet ( Part 3 ) (15:09)
[Optional Lecture]: Questions and Answers for FA 1-2 (27:39)
Quiz for the Second Finance & Accounting Class
Finance & Accounting Class #3 of Semester One
Workbook Attached for the Finance & Accounting Class #3 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to the Income Statement ( Part 1 ) (22:03)
Topic 1: Introduction to the Income Statement ( Part 2 ) (21:29)
Topic 1: Introduction to the Income Statement ( Part 3 ) (24:14)
Topic 1: Introduction to the Income Statement ( Part 4 ) (18:39)
Topic 1: Introduction to the Income Statement ( Part 5 ) (22:41)
Topic 2: The Relationship the Income Statement & the Balance Sheet (6:36)
Topic 3: Creating Apple’s Income Statement ( Part 1 ) (19:33)
Topic 3: Creating Apple’s Income Statement ( Part 2 ) (21:43)
Topic 3: Creating Apple’s Income Statement ( Part 3 ) (22:28)
Topic 3: Creating Apple’s Income Statement ( Part 4 ) (19:16)
[Optional Lecture]: Questions and Answers for FA 1-3 (25:22)
Quiz for the Third Finance & Accounting Class
Finance & Accounting Class #4 of Semester One
Workbook Attached for the Finance & Accounting Class #4 in PDF, Microsoft Word and in Google Docs Format
Topic 1: How to Think Like a Bank Does (7:30)
Topic 2: Introduction to the Cash Flow Statement ( Part 1 ) (15:14)
Topic 2: Introduction to the Cash Flow Statement ( Part 2 ) (17:07)
Topic 3: Creating Cowbell's Cashflow Statement ( Part 1 ) (23:21)
Topic 3: Creating Cowbell's Cashflow Statement ( Part 2 ) (15:48)
[Optional Lecture]: Questions and Answers for FA 1-4 (Part 1) (16:46)
[Optional Lecture]: Questions and Answers for FA 1-4 (Part 2) (18:07)
Quiz for the Fourth Finance & Accounting Class
Finance & Accounting Class #5 of Semester One
Workbook Attached for the Finance & Accounting Class #5 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M&A) Part 1 (17:42)
Topic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M&A) Part 2 (25:35)
Topic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M&A) Part 3 (13:55)
Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 1 (22:51)
Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 2 (26:16)
Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 3 (24:36)
Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M&A Part 4 (25:51)
Topic 3: Investor Relations, 8-K, 10-Q, 10-K & The Earnings Call (20:49)
[Optional Lecture]: Questions and Answers for FA 1-5 (Part 1) (16:33)
[Optional Lecture]: Questions and Answers for FA 1-5 (Part 2) (12:36)
Quiz for the Fifth Finance & Accounting Class
Finance & Accounting Class #6 of Semester One
Workbook Attached for the Finance & Accounting Class #6 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to The Sell Side, Trading Floors & Trading Part 1 (11:46)
Topic 1: Introduction to The Sell Side, Trading Floors & Trading Part 2 (23:41)
Topic 1: Introduction to The Sell Side, Trading Floors & Trading Part 3 (20:28)
Topic 2: Introduction to the V/F/T Investment Research Framework Part 1 (11:13)
Topic 2: Introduction to the V/F/T Investment Research Framework Part 2 (18:09)
Topic 3: How Does Technical Analysis Work? Part 1 (14:19)
Topic 3: How Does Technical Analysis Work? Part 2 (24:47)
[Optional Lecture]: Questions and Answers for FA 1-6 (Part 1) (19:21)
[Optional Lecture]: Questions and Answers for FA 1-6 (Part 2) (12:26)
Quiz for the Sixth Finance & Accounting Class
Finance & Accounting Class #7 of Semester One
Workbook Attached for the Finance & Accounting Class #7 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 1) (15:52)
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 2) (13:22)
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 3) (9:42)
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 4) (13:00)
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 5) (15:15)
Topic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity Firms (Part 6) (8:51)
Topic 2: Introduction to Valuation (9:11)
Topic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA Multiples (Part 1) (13:55)
Topic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA Multiples (Part 2) (15:04)
Topic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA Multiples (Part 3) (10:31)
[Optional Lecture]: Questions and Answers for FA 1-7 (Part 1) (16:34)
[Optional Lecture]: Questions and Answers for FA 1-7 (Part 2) (14:00)
Quiz for the Seventh Finance & Accounting Class
Finance & Accounting Class #8 of Semester One
Workbook Attached for the Finance & Accounting Class #8 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to Financial Modelling (Predicting the Future & Being Comfy with Uncertainty) Part 1 (14:10)
Topic 1: Introduction to Financial Modelling (Predicting the Future & Being Comfy with Uncertainty) Part 2 (11:42)
Topic 1: Introduction to Financial Modelling (Predicting the Future & Being Comfy with Uncertainty) Part 3 (16:25)
Topic 1: Introduction to Financial Modelling (Predicting the Future & Being Comfy with Uncertainty) Part 4 (18:31)
Topic 2: Synergies, Accretion & Dilution (14:33)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 1) (12:54)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 2) (14:39)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 3) (13:59)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 4) (11:19)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 5) (11:16)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 6) (9:18)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 7) (9:27)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 8) (11:28)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 9) (10:55)
Topic 3: Creating Our First Basic Financial Model & Target Price (Part 10) (18:47)
[Optional Lecture]: Questions and Answers for FA 1-8 (21:57)
Quiz for the Eighth Finance & Accounting Class
Finance & Accounting Class #9 PART 1/2 of Semester One
Workbook Attached for the Finance & Accounting Class #9 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing Companies (Part 1) (18:48)
Topic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing Companies (Part 2) (30:17)
Topic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing Companies (Part 3) (27:29)
Topic 2 (Part 1 of 2): Advanced Modeling of Financial Statements (Part 1) (22:54)
Topic 2 (Part 1 of 2): Advanced Modeling of Financial Statements (Part 2) (22:54)
Topic 2 (Part 1 of 2): Advanced Modeling of Financial Statements (Part 3) (24:10)
[Optional Lecture]: Questions and Answers for FA 1-9_Part 1 (20:20)
Quiz for the Ninth Finance & Accounting Class PART 1/2
Finance & Accounting Class #9 PART 2/2 of Semester One
Workbook IS NOT Attached (Use the Same Workbook as the Previous Class)
Topic 2 (Part 2 of 2): Advanced Modeling of Financial Statements (Part 1) (22:03)
Topic 2 (Part 2 of 2): Advanced Modeling of Financial Statements (Part 2) (25:25)
Topic 2 (Part 2 of 2): Advanced Modeling of Financial Statements (Part 3) (20:32)
Topic 3: Advanced Valuation (Part 1) (20:53)
Topic 3: Advanced Valuation (Part 2) (21:27)
Topic 3: Advanced Valuation (Part 3) (18:14)
Topic 3: Advanced Valuation (Part 4) (19:57)
[Optional Lecture]: Questions and Answers for FA 1-9_Part 2 (22:17)
Quiz for the Ninth Finance & Accounting Class PART 2/2
Finance & Accounting Class #10 of Semester One
Workbook Attached for the Finance & Accounting Class #10 in PDF, Microsoft Word and in Google Docs Format
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research) Part 1 (10:53)
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research) Part 2 (16:32)
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research) Part 3 (11:02)
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research) Part 4 (12:06)
Topic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research) Part 5 (8:33)
Topic 2: My 8-Step Research Process (8:09)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 1) (12:45)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 2) (15:55)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 3) (15:35)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 4) (14:47)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 5) (13:41)
Topic 3: Using the VF and/or VFT Frameworks to Pick Investments (Part 6) (12:18)
[Optional Lecture]: Questions and Answers for FA 1-10 (24:27)
Quiz for the Tenth Finance & Accounting Class
Finance & Accounting Class 11 of Semester One
Workbook Attached for the Finance & Accounting Class #11 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio ( Part 1) (18:25)
Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio ( Part 2) (22:42)
Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio ( Part 3) (19:26)
Topic 1: Creating Value Investor Icon Warren Buffett’s Portfolio ( Part 4) (19:24)
Topic 2: Creating Growth Investor Icon William O’Neil’s Portfolio (24:02)
Topic 3: ETFS, Bonds, REITS, Commodities ( Part 1) (18:50)
Topic 3: ETFS, Bonds, REITS, Commodities ( Part 2) (23:50)
[Optional Lecture]: Questions and Answers for FA 1-11 (28:12)
Quiz for the Eleventh Finance & Accounting Class
Finance & Accounting Class #1 for Semester 2 PART 1/2
Workbook Attached for the Finance & Accounting Class #1 of Semester 2 PART 1/2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 1) (19:25)
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 2) (21:19)
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 3) (17:32)
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 4) (15:31)
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 5) (15:24)
Topic 1: Saving [MORE] Money and Making Your Money Work for You (Part 6) (19:04)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 1) (16:02)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 2) (18:25)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 3) (17:13)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 4) (15:59)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 5) (17:05)
[Optional Lecture]: Questions and Answers for FA 2-1_Part 1 (23:28)
Quiz for the Finance & Accounting Class #1 (PART 1/2) of Semester Two
Finance & Accounting Class #1 for Semester 2 PART 2/2
Workbook IS NOT Attached (Use the Same Workbook as the Previous Class)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 6) (17:01)
Topic 2: 132 Ways to Save Money (Numbers 1 Through 49) (Part 7) (16:34)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 1) (21:16)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 2) (19:58)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 3) (25:07)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 4) (20:04)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 5) (18:56)
Topic 3: 132 Ways to Save Money (Numbers 50 Through 132) (Part 6) (27:13)
[Optional Lecture]: Questions and Answers for FA 2-1_Part 2 (29:00)
Quiz for the Finance & Accounting Class #1 (PART 2/2) of Semester Two
Finance & Accounting Class #2 for Semester 2
Workbook Attached for the Finance & Accounting Class #2 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Review of A Company’s Income Statement and Why It Is Similar to Our Own Income Statement (Part 1) (19:11)
Topic 1: Review of A Company’s Income Statement and Why It Is Similar to Our Own Income Statement (Part 2) (19:33)
Topic 2: Save by Calculating Where Your Cash is Going and Creating Your CURRENT Income Statement (Part 1) (21:09)
Topic 2: Save by Calculating Where Your Cash is Going and Creating Your CURRENT Income Statement (Part 2) (16:11)
Topic 2: Save by Calculating Where Your Cash is Going and Creating Your CURRENT Income Statement (Part 3) (16:25)
Topic 2: Save by Calculating Where Your Cash is Going and Creating Your CURRENT Income Statement (Part 4) (14:48)
Topic 3: Creating Your NEW+IMPROVED Income Statement (Part 1) (14:43)
Topic 3: Creating Your NEW+IMPROVED Income Statement (Part 2) (17:21)
Topic 3: Creating Your NEW+IMPROVED Income Statement (Part 3) (19:40)
Topic 3: Creating Your NEW+IMPROVED Income Statement (Part 4) (15:16)
[Optional Lecture]: Questions and Answers for FA 2-2 (26:39)
Quiz for the Finance & Accounting Class #2 of Semester Two
Saving Strategies Part 1 of 17: Save on Taxes: 14 Ways to Save More on Taxes (26:30)
Saving Strategies Part 2 of 17: Save on Car & Transportation: 13 Ways to Save More on Car/Transportation Expenses (21:38)
Saving Strategies Part 3 of 17: Save on Child/Child Care: 5 Ways to Save More on Child/Child Care Expenses (19:52)
Saving Strategies Part 4 of 17: Save on Communications/Computer: 6 Ways to Save More on Phone/Computer Expenses (14:29)
Saving Strategies Part 5 of 17: Save on Debt Payments: 7 Ways to Save More on Debt Expenses (11:50)
Saving Strategies Part 6 of 17: Save on Education: 4 Ways to Save More on Education Expenses (5:26)
Saving Strategies Part 7 of 17: Save on Entertainment: 7 Ways to Save More on Entertainment Expenses (13:43)
Saving Strategies Part 8 of 17: 6 Ways to Save More on Fees Expenses (7:33)
Saving Strategies Part 9 of 17: Save on Food & Drinks: 13 Ways to Save More on Food & Drinks Expenses (20:05)
Saving Strategies Part 10 of 17: Save on Gifts & Donations: 4 Ways to Save More on Gifts & Donation Expenses (11:00)
Saving Strategies Part 11 of 17: Save on Health/Fitness/Life Insurance: 4 Ways to Save More on Health Expenses (4:35)
Saving Strategies Part 12 of 17: Save on Housing: 10 Ways to Save More on Housing Expenses (16:36)
Saving Strategies Part 13 of 17: Save on Personal Care: 5 Ways to Save More on Personal Care Expenses (29:26)
Saving Strategies Part 14 of 17: Save on Pets: 5 Ways to Save More on Pet Related Expenses (3:01)
Saving Strategies Part 15 of 17: Save on Shopping: 17 Ways to Save More on Shopping Expenses (15:33)
Saving Strategies Part 16 of 17: Save on Vacation: 5 Ways to Save More on Vacation Expenses (3:12)
Saving Strategies Part 17 of 17: Save on Other Expenses: 8 Ways to Save More on Other Expenses (8:37)
Finance & Accounting Class #3 for Semester 2 PART 1/2
Workbook Attached for the Finance & Accounting Class #3 of Semester 2 PART 1/2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Analyzing Your Personal Income Statement (Part 1) (14:08)
Topic 1: Analyzing Your Personal Income Statement (Part 2) (20:39)
Topic 1: Analyzing Your Personal Income Statement (Part 3) (19:50)
Topic 1: Analyzing Your Personal Income Statement (Part 4) (21:34)
Topic 1: Analyzing Your Personal Income Statement (Part 5) (18:40)
[Optional Lecture]: Questions and Answers for FA 2-3_Part 1 (25:48)
Quiz for the Finance & Accounting Class #3 (PART 1/2) of Semester Two
Finance & Accounting Class #3 for Semester 2 PART 2/2
Workbook IS NOT Attached (Use the Same Workbook as the Previous Class)
Topic 2: Changing Your Perception of Money (Part 1) (18:02)
Topic 2: Changing Your Perception of Money (Part 2) (17:55)
Topic 2: Changing Your Perception of Money (Part 3) (15:42)
Topic 2: Changing Your Perception of Money (Part 4) (18:09)
Topic 3: Introduction to Protecting Your Money & Creating Your Personal Balance Sheet (Part 1) (20:37)
Topic 3: Introduction to Protecting Your Money & Creating Your Personal Balance Sheet (Part 2) (18:35)
[Optional Lecture]: Questions and Answers for FA 2-3_Part 2 (11:13)
Quiz for the Finance & Accounting Class #3 (PART 2/2) of Semester Two
Finance & Accounting Class #4 for Semester 2
Workbook Attached for the Finance & Accounting Class #4 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Analyzing Your B.S. (Balance Sheet) And Income Statement with Fun Math (Part 1) (16:28)
Topic 1: Analyzing Your B.S. (Balance Sheet) And Income Statement with Fun Math (Part 2) (21:12)
Topic 1: Analyzing Your B.S. (Balance Sheet) And Income Statement with Fun Math (Part 3) (21:04)
Topic 1: Analyzing Your B.S. (Balance Sheet) And Income Statement with Fun Math (Part 4) (18:18)
Topic 1: Analyzing Your B.S. (Balance Sheet) And Income Statement with Fun Math (Part 5) (17:02)
Topic 2: Hiring A Financial Advisor and Or an Accountant to Help You with Your Money (Part 1) (15:05)
Topic 2: Hiring A Financial Advisor and Or an Accountant to Help You with Your Money (Part 2) (19:05)
Topic 3: Advanced Array Data Analysis and Formula Construction (Part 1) (19:12)
Topic 3: Advanced Array Data Analysis and Formula Construction (Part 2) (18:21)
Topic 3: Advanced Array Data Analysis and Formula Construction (Part 3) (15:42)
Topic 3: Advanced Array Data Analysis and Formula Construction (Part 4) (13:57)
[Optional Lecture]: Questions and Answers for FA 2-4 (16:36)
Quiz for the Finance & Accounting Class #4 of Semester Two
Finance & Accounting Class #5 for Semester 2
Workbook Attached for the Finance & Accounting Class #5 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Tax Strategies to Save You Money (Part 1) (21:29)
Topic 1: Tax Strategies to Save You Money (Part 2) (22:25)
Topic 1: Tax Strategies to Save You Money (Part 3) (15:18)
Topic 1: Tax Strategies to Save You Money (Part 4) (21:57)
Topic 1: Tax Strategies to Save You Money (Part 5) (11:26)
Topic 1: Tax Strategies to Save You Money (Part 6) (20:33)
Topic 2: Introduction to Tax Forms and Filing Personal and Corporate Taxes (Part 1) (23:02)
Topic 2: Introduction to Tax Forms and Filing Personal and Corporate Taxes (Part 2) (22:42)
Topic 3: An Organized Paper Based Filing System for Managing Your Money (Part 1) (15:28)
Topic 3: An Organized Paper Based Filing System for Managing Your Money (Part 2) (13:37)
[Optional Lecture]: Questions and Answers for FA 2-5 (Part 1) (17:02)
[Optional Lecture]: Questions and Answers for FA 2-5 (Part 2) (22:35)
Quiz for the Finance & Accounting Class #5 of Semester Two
Finance & Accounting Class #6 for Semester 2
Workbook Attached for the Finance & Accounting Class #6 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Websites & Apps to Help You Track and Manage Your Personal Expenses (Part 1) (18:04)
Topic 1: Websites & Apps to Help You Track and Manage Your Personal Expenses (Part 2) (12:33)
Topic 2: Investment Research Analysis on Intuit & case study of the DOJ Blocking of Microsoft’s Hostile Acquisition of Intuit (Part 1) (15:31)
Topic 2: Investment Research Analysis on Intuit & case study of the DOJ Blocking of Microsoft’s Hostile Acquisition of Intuit (Part 2) (22:34)
Topic 2: Investment Research Analysis on Intuit & case study of the DOJ Blocking of Microsoft’s Hostile Acquisition of Intuit (Part 3) (13:49)
Topic 3: Using Quicken Offline (Works in All Countries) with Our Filing System (Part 1) (22:40)
Topic 3: Using Quicken Offline (Works in All Countries) with Our Filing System (Part 2) (20:49)
[Optional Lecture]: Questions and Answers for FA 2-6 (Part 1) (16:15)
[Optional Lecture]: Questions and Answers for FA 2-6 (Part 2) (23:45)
Quiz for the Finance & Accounting Class #6 of Semester Two
Finance & Accounting Class #7 for Semester 2
Workbook Attached for the Finance & Accounting Class #7 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Creating a Budget (Part 1) (18:15)
Topic 1: Creating a Budget (Part 2) (15:23)
Topic 1: Creating a Budget (Part 3) (20:06)
Topic 2: Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks? (Part 1) (17:45)
Topic 2: Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks? (Part 2) (19:34)
Topic 2: Is Your $ Safe? Are Your Getting Ripped off on Fees? Should You Switch Banks? (Part 3) (11:58)
Topic 3: Wills, Trusts and Credit Scores (Part 1) (24:32)
Topic 3: Wills, Trusts and Credit Scores (Part 2) (19:21)
Topic 3: Wills, Trusts and Credit Scores (Part 3) (19:03)
Topic 3: Wills, Trusts and Credit Scores (Part 4) (20:08)
Topic 3: Wills, Trusts and Credit Scores (Part 5) (19:40)
[Optional Lecture]: Questions and Answers for FA 2-7 (24:35)
Quiz for the Finance & Accounting Class #7 of Semester Two
Finance & Accounting Class #8 for Semester 2
Workbook Attached for the Finance & Accounting Class #8 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to Insurance (Part 1) (16:36)
Topic 1: Introduction to Insurance (Part 2) (17:52)
Topic 1: Introduction to Insurance (Part 3) (15:30)
Topic 1: Introduction to Insurance (Part 4) (17:14)
Topic 1: Introduction to Insurance (Part 5) (15:48)
Topic 1: Introduction to Insurance (Part 6) (14:08)
Topic 2: Identity Theft and Your Finances (20:10)
Topic 3: Credit Cards, Loans and Leases (Part 1) (13:12)
Topic 3: Credit Cards, Loans and Leases (Part 2) (12:21)
[Optional Lecture]: Questions and Answers for FA 2-8 (20:47)
Quiz for the Finance & Accounting Class #8 of Semester Two
Finance & Accounting Class #9 for Semester 2
Workbook Attached for the Finance & Accounting Class #9 of Semester 2 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Profiles of Successful Wealthy People & How they Protect and Manage Their Money Part 1 (15:15)
Topic 2: Characteristics of Billionaires I Have Worked For (Part 1) (16:18)
Topic 2: Characteristics of Billionaires I Have Worked For (Part 2) (14:08)
Topic 3: Why is Warren Buffett So Successful? (Part 1) (17:16)
Topic 3: Why is Warren Buffett So Successful? (Part 2) (17:38)
Topic 3: Why is Warren Buffett So Successful? (Part 3) (17:48)
Topic 3: Why is Warren Buffett So Successful? (Part 4) (19:24)
Topic 3: Why is Warren Buffett So Successful? (Part 5) (19:27)
[Optional Lecture]: Questions and Answers for FA 2-9 (26:40)
Quiz for the Finance & Accounting Class #9 of Semester Two
Finance & Accounting Class #1 for Semester 3
Workbook Attached for the Finance & Accounting Class #1 of Semester 3 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Make More Money by Learning How to Avoid Paying High Investment Fees (Part 1) (20:53)
Topic 1: Make More Money by Learning How to Avoid Paying High Investment Fees (Part 2) (11:27)
Topic 2: Make More Money by Investing in ETFs (Part 1) (19:23)
Topic 2: Make More Money by Investing in ETFs (Part 2) (23:51)
Topic 2: Make More Money by Investing in ETFs (Part 3) (16:16)
Topic 2: Make More Money by Investing in ETFs (Part 4) (14:45)
Topic 3: Data Analysis of ETFs Using Pivot Tables (Part 1) (11:30)
Topic 3: Data Analysis of ETFs Using Pivot Tables (Part 2) (17:22)
[Optional Lecture]: Questions and Answers for FA 3-1 (23:00)
Quiz for the Finance & Accounting Class #1 of Semester Three
Finance & Accounting Class #2 for Semester 3
Workbook Attached for the Finance & Accounting Class #2 of Semester 3 in PDF, Microsoft Word and in Google Docs Format
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves (Part 1) (17:41)
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves (Part 2) (16:32)
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves (Part 3) (20:08)
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves (Part 4) (15:41)
Topic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield Curves (Part 5) (13:26)
Topic 2: Introduction to Your Excel Based Investment Portfolio Management System (17:00)
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises (Part 1) (16:37)
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises (Part 2) (19:16)
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises (Part 3) (20:55)
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises (Part 4) (22:20)
Topic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification Exercises (Part 5) (23:24)