"Charting Your Path to Financial Success: Building a Strong Personal Finance Foundation"

Are you ready to take control of your financial future? Welcome to our comprehensive course on personal finance!
In this course, we will equip you with the essential knowledge and skills to make informed financial decisions and plan for a secure future. We understand that learning financial concepts can be challenging, so we've designed this course to be engaging and practical.
Throughout your journey, you'll encounter numerous example problems presented through interactive Excel worksheets. These worksheets come complete with downloadable Excel workbooks, featuring answer tabs and step-by-step instructions, ensuring you grasp each concept thoroughly.
Our course begins by demystifying personal finance. We'll explore what personal finance is and clarify its distinctions from corporate finance, economics, and accounting. You'll gain a clear understanding of why personal finance knowledge is crucial in today's world.
Setting financial goals is a critical step toward achieving financial success. We'll guide you through a structured process to help you establish meaningful goals tailored to your unique life circumstances.
One of the core topics we cover is the concept of the "time value of money." You'll delve into present value and future value calculations, gaining insights into how these concepts play a pivotal role in long-term planning. Whether you're considering retirement, saving for your child's education, or making other significant financial decisions, understanding the time value of money is essential.
Humans excel at making day-to-day decisions, often relying on instinct and habit. However, when it comes to long-term, high-stakes choices, a more formal approach is necessary. We'll show you how to navigate these complex decisions, where the trade-off between risk and reward is significant. The time value of money concepts you learn will be instrumental in your ability to make sound decisions that can have a substantial impact on your financial future.
Join us on this educational journey to transform your financial literacy and empower yourself to make well-informed financial choices. Whether you're a beginner or seeking to reinforce your financial knowledge, this course is your gateway to mastering personal finance and securing a brighter financial future.

CPA, CGMA, M.S. Tax, CPI
Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his. Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA). Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software. In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible. Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks. Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business. Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster. Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts. The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video. Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like CPDformula.