YoVDO

Build Your Financial Literacy

Offered By: LinkedIn Learning

Tags

Financial Literacy Courses Personal Finance Courses Banking Courses Retirement Planning Courses Taxation Courses Stock Market Courses

Course Description

Overview

Learn common financial terms for banking, doing your taxes, investing and retiring, and running a small business.

Syllabus

Introduction
  • The basics of financial literacy
1. Banking and Credit Terms
  • Compound interest
  • ACH transfer
  • Minimum balance
  • Net worth
  • Overdraft
  • Interest rate
  • FICO score
2. Investing Terms
  • Asset allocation
  • Cash
  • Stocks vs. bonds
  • Diversification and rebalancing
  • Volatility and inflation
  • Capital gains and capital losses
3. Stock Market Terms
  • Price-earnings ratio vs. expense ratio
  • Prospectus
  • Mutual funds and REITs
  • Exchange-traded, index, and target-date funds
4. Retirement Terms
  • Traditional IRA vs. Roth IRA
  • 401(k) plans
5. Tax Terms
  • Tax credits
  • Withholding
  • Adjusted gross income
6. Business Terms
  • Gains, losses, revenues, and expenses
  • Income statement and P&L statement
  • Cash flow
  • Balance sheet
Conclusion
  • Where to go next

Taught by

Cassandra Reed and Madecraft

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