Personal Finance & Investing Fundamentals
Course Curriculum (Four Sessions • 1 Hour Each)
This masterclass will give beginners a practical foundation in personal finance, helping them understand how to manage, save, and grow their money effectively. It will introduce the fundamentals of investing, explain how financial markets work and teach you how to buy Stocks. It will explore how artificial intelligence can be used as a personal financial research assistant to make smarter, more informed financial decisions.
Cost: $200
Duration: Four Sessions (1 Hour Each)
Format: Live Virtual Training via Google Meet
Target Audience: Beginners and Aspiring Investors
Session One (60 Minutes)
Personal Finance Fundamentals
Learning Objective: Build a strong financial foundation by understanding how to manage money, save effectively, and prepare for investing.
Welcome & Course Introduction
Introduction to Personal Finance
Budgeting & Cash Flow Management
Building an Emergency Fund
Setting Financial Goals
Saving vs. Investing
What is Inflation
Compound Interest & Wealth Building
Q&A
Session Two (60 Minutes)
Investing in Stocks, ETFs & Bonds
Learning Objective: Understand the core investment vehicles used to build long-term wealth.
Recap of Session One
Introduction to Investing
Understanding Stocks
Understanding ETFs & Index Funds
Understanding Government & Corporate Bonds
Diversification & Risk Management
Q&A
Session Three (60 Minutes)
Understanding Financial Markets
Learning Objective: Learn how financial markets operate and how to evaluate investment opportunities.
Session Recap
What Are Financial Markets?
Bull Markets vs. Bear Markets
Why Stock Prices Rise and Fall
Understanding Market Capitalization
Basic Company Analysis
Building a Simple Investment Portfolio
Q&A
Session Four (60 Minutes)
Using Artificial Intelligence as a Financial Research Assistant
Learning Objective: Learn how AI can improve financial research and support smarter investment decisions.
Session Recap
Introduction to AI in Finance
Using AI to Research Companies
Summarizing Financial Statements with AI
Comparing Stocks, ETFs & Bonds Using AI
Writing Effective AI Prompts for Financial Research
AI Limitations, Best Practices & Final Q&A
Assessment quiz
Final Learning Outcomes
By the end of the course, participants will be able to:
- Create a personal budget and financial plan.
- Understand the importance of saving and investing.
- Explain the differences between stocks, ETFs, index funds, and bonds.
- Understand how financial markets operate.
- Analyze investment opportunities using basic financial metrics.
- Build a diversified beginner investment portfolio.
- Use AI tools responsibly to research companies, interpret financial information, and make more informed investment decisions.