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The Complete Personal Finance Course: Save,Protect,Make More
Udemy

Complete Personal Finance Mastery for Saving, Protecting and Growing Wealth

Master every aspect of personal finance through this comprehensive program covering budgeting, tax optimization, investment strategies, insurance planning, and wealth building. Learn 100+ money-saving techniques, build diversified portfolios across stocks, bonds, and real estate, and create personalized financial dashboards using practical Excel exercises designed for any country and currency. Learn More
Sharable Certificate

Verified digital certificate of completion

Lessons : 126

Module : 23

The Complete Personal Finance Course: Save,Protect,Make More
Course available on

Subject

Duration

10+ hours

Total Enrolled

162,457

Course Level

Beginner

Who should enroll

  • Career changers seeking comprehensive financial literacy to make informed money decisions
  • Anyone wanting to take complete control of their financial future regardless of current income level
  • Young professionals ready to build wealth from the ground up with proven strategies
  • Parents looking to secure their family's future while teaching children healthy money habits
  • Pre-retirees needing clarity on retirement savings, tax planning, and investment allocation
  • Small business owners requiring personal finance skills separate from business accounting
  • Complete beginners with zero finance or Excel experience ready to learn everything systematically

Not recommended if you…

  • Those expecting quick-rich schemes or speculative trading strategies, this focuses on proven wealth-building fundamentals
  • Advanced investment professionals already managing complex portfolios and familiar with financial instruments
  • People unable to access Excel 2013 or newer versions required for the dashboard exercises
  • Anyone seeking country-specific tax advice beyond general optimization principles

Overview

Most people struggle with money not because they don’t earn enough, but because they never learned the practical skills to save intelligently, protect what they have, and grow wealth systematically. This changes now.

This three-in-one financial education program transforms you from financial novice to confident money manager through hands-on exercises and real-world applications. You’ll tackle the three pillars that determine your financial future: aggressive saving strategies that compound over time, protective measures that shield your assets from unnecessary losses, and proven investment methods that build lasting wealth.

The curriculum delivers over 100 specific money-saving strategies across every expense category imaginable, from taxes and transportation to groceries and childcare. You’ll discover how small habit changes create massive long-term wealth through compound interest, learn to construct and analyze your personal balance sheet, and master the art of budgeting without feeling restricted.

Investment education goes beyond theory. You’ll build actual diversified portfolios spanning stocks, bonds, commodities, and real estate investment trusts while learning to avoid the fee traps that silently erode wealth. The program includes deep dives into mortgage calculations, retirement planning, credit score optimization, and insurance selection, plus estate planning fundamentals through wills and trusts.

What sets this apart is the Complete Personal Finance Excel Dashboard, featuring 25+ customizable exercises that work on both Mac and PC. No prior finance, accounting, or Excel experience required. Each exercise applies to any currency and country, making this truly global financial education.

Haroun brings Wall Street expertise from Goldman Sachs and hedge fund management, combined with practical teaching honed through educating over 1.5 million students. His approach strips away jargon and focuses on actionable strategies you implement immediately. You’ll learn billionaire characteristics, tax minimization techniques, and how to conduct independent investment research without relying on expensive advisors.

What You'll Learn

  • Over 100 proven techniques to reduce expenses across 16 spending categories including taxes, housing, transportation, and daily purchases
  • Complete investment training covering stocks, bonds, commodities, and real estate with portfolio construction strategies
  • Customizable Excel Dashboard with 25+ exercises for budgeting, net worth tracking, and investment management
  • Step-by-step mortgage calculation methods and guidance on property investment decisions
  • Tax optimization strategies including retirement account mechanics and legal deduction methods
  • Credit score improvement techniques and strategies for securing better loan terms
  • Comprehensive insurance education covering life, auto, home, and health policies
  • Estate planning fundamentals including wills, trusts, and wealth transfer strategies
  • Compound interest calculations showing how small savings create significant long-term wealth
  • Money management systems for organizing receipts, statements, and tax documents
  • Investment fee analysis revealing how to avoid wealth-destroying charges
  • Risk management principles and diversification strategies for stable portfolio growth
  • Real-world bond investing with corporate and government examples

Taught by : Chris Haroun

Haroun is an award-winning business professor and Columbia University MBA graduate who brings Wall Street expertise from Goldman Sachs, Citadel hedge fund, and venture capital investing. He has raised and managed over $1 billion during his career and made early-stage investments in companies like Facebook before their public offerings.

Having taught over 1.5 million students across 196 countries, Haroun creates courses profiled in Forbes, Business Insider, NBC, and CNN. He authored the bestselling book “101 Crucial Lessons They Don’t Teach You in Business School,” which Forbes named as essential reading for entrepreneurs. As a frequent guest lecturer at Berkeley and Stanford business schools, he translates complex financial concepts into practical, immediately actionable strategies that work in the real world.

Review

4.7 rating at
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based on 12,055 reviews
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More Info

Language :

English

Support Available?...

Yes!

Course Demand Is

High

Resources Available?...

Yes!

under 30 Days Money Back Policy

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Enroll

162,457

Duration

10+ hours

Level

Beginner

Language

English

Subject

Course available on

Summarize : Master every aspect of personal finance through this comprehensive program covering budgeting, tax optimization, investment strategies, insurance planning, and wealth building. Learn 100+ money-saving techniques, build diversified portfolios across stocks, bonds, and real estate, and create personalized financial dashboards using practical Excel exercises designed for any country and currency. Learn More

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