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Personal Finance Mastery

Personal Finance Mastery

31 lessons 8 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 (31 lessons)

Level 1 — Financial Foundations14 lessons
  • 1M1 · Financial Mindset — Learning Objectives5 minPreview
  • 2M1 · Financial Mindset — Lesson Plan60 min
  • 3M1 · Financial Mindset — Instructor Notes
  • 4M1 · Financial Mindset — Slides
  • 5M1 · Financial Mindset — Core Reading: Wealth, Debt, and the Mind
  • 6M1 · Financial Mindset — Case Study: Two Coworkers, One Salary
  • 7M1 · Financial Mindset — Diagram: The Net-Worth Engine
  • 8M1 · Financial Mindset — Interactive: Compound-Growth Explorer
  • 9M1 · Financial Mindset — Worksheet: Net Worth & Lifestyle-Inflation Check
  • 10M1 · Financial Mindset — Knowledge Check
  • 11M1 · Financial Mindset — Practical Challenge: 30-Day Awareness
  • 12M1 · Financial Mindset — Money-Saving Tip: The Subscription Sweep
  • 13M2 · Budgeting Mastery — Coming Soon75 min
  • 14M3 · Banking Fundamentals — Coming Soon60 min
Level 2 — Debt & Credit3 lessons
  • 1M4 · Credit Scores — Coming Soon75 min
  • 2M5 · Debt Elimination — Coming Soon90 min
  • 3M6 · Credit Cards — Coming Soon60 min
Level 3 — Saving & Wealth Building3 lessons
  • 1M7 · Emergency Funds — Coming Soon45 min
  • 2M8 · Investing Basics — Coming Soon90 min
  • 3M9 · Retirement Planning — Coming Soon90 min
Level 4 — Insurance & Risk2 lessons
  • 1M10 · Insurance Fundamentals — Coming Soon75 min
  • 2M11 · Estate Planning — Coming Soon60 min
Level 5 — Major Life Decisions3 lessons
  • 1M12 · Buying a Car — Coming Soon60 min
  • 2M13 · Buying a Home — Coming Soon90 min
  • 3M14 · Family Finance — Coming Soon75 min
Level 6 — Advanced Wealth3 lessons
  • 1M15 · Tax Optimization — Coming Soon90 min
  • 2M16 · Financial Independence — Coming Soon75 min
  • 3M17 · Behavioral Finance — Coming Soon60 min
Level 7 — Consumer Protection2 lessons
  • 1M18 · Scam Prevention — Coming Soon60 min
  • 2M19 · Consumer Rights — Coming Soon60 min
Level 8 — Capstone1 lessons
  • 1M20 · Capstone — Complete Financial Plan — Coming Soon180 min
Personal Finance Mastery | OptionBigBull