The Personal Finance and Wealth Management Masterclass


The Personal Finance and Wealth Management MasterclassBecome an Expert in Personal Finance and Investing. Learn MBA-Level Financial Analysis. Master Finance Fundamentals.

What you’ll learn

  • You will become an expert in Personal Finance and Development.
  • 100+ Multiple Choice Questions with Detailed Explanations and Answers.
  • You will become an expert on Financial Data Sources and Patterns.
  • You will understand how Auto Insurance Premiums are calculated.
  • You will learn why Vicarious Liability is important in Personal Finance.
  • You will learn what career paths people are choosing after the Pandemic.
  • You will learn why some people never run out of money in Retirement.
  • You will learn the differences between different types of banks.
  • You will learn how Financial Decisions made in London affected consumers in the United States.
  • You will gain numerous insights even if you have taken Personal Finance Courses before.


  • All background topics will be covered in the Course. No prerequisites are necessary. This is an MBA-Level Course. The Lectures are designed to appeal to students with diverse backgrounds from Engineering to Medicine to the Humanities.


This course introduces you to the fundamental concepts of Wealth Management. We will begin by exploring the links between skills and wealth. We will develop Personal Balance Sheets and calculate Net Worth. We will examine the formula that is used to estimate Human Capital. Effective Financial Planning requires estimating Lifetime Expenditures. We will cover Time Value of Money concepts in general and the Lifetime Expenditures exercise in particular. The Lifetime Expenditures exercise is typically taught in Finance Courses at the Undergraduate and MBA Levels.  We will examine Budgets for both high and low income households. Effective Wealth Accumulation requires prudent investing. We will examine how households invest money. We will examine historical returns for Equities, Bonds, Private Equity, Real Estate, Commodities and Hedge Funds. We will discuss why Geometric averages are appropriate for Portfolio Management. We will also examine the Short Selling Process. Short Selling is used to benefit from a downturn in stock prices. Effective Wealth Preservation requires robust risk management. We will identify risks individuals and households face and examine various risk management tools. We will examine the role of regulators in the United States and around the world. We will also examine the potential of Annuities to serve as a substitute for Pensions. We will examine the LIBOR Scandal which is often overlooked by some. Finally, we will examine Estate Planning.

Who this course is for:

  • This course is intended for anyone wanting to become an expert in Personal Finance. Professionals, College and High School Instructors, Teachers, College Students and even High School Seniors will find the content insightful.
  • If you have taken a Personal Finance course before, you should take this course. This course covers topics that may not have been covered in other Personal Finance courses.
  • This is an MBA-Level Personal Finance course. If you enrolled in an MBA Program and took Personal Finance, you would get an experience similar to this course.
  • College and High School Instructors will be able to incorporate the curriculum in your college and high school courses.

Created by Raj Gupta, Ph.D, Licensed Insurance Agent, MBA Teaching Experience
Last updated 11/2022
English [Auto]

Size: 7.99 GB

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