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Personal Financial Plan — Complete Course

From foundation to legacy · 12 modules

12 modules · EN / ES / VI
Personal Financial Plan — Complete Course

Curriculum

What you will learn

  1. 01

    The Foundation

    Why smart people stay poor — and the framework that takes it back.

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  2. 02

    The Numbers of Your Life

    Financial statements, net worth, and the ratios that diagnose health.

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  3. 03

    The Art of Cash Flow

    Budgeting without deprivation. Spending on what matters.

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  4. 04

    Credit, Debt & Leverage

    The other side of the ledger — debt as a tool, not a trap.

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  5. 05

    The Cash Fortress

    Banking, emergency funds, and surviving life's surprises.

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  6. 06

    The Risk Architecture

    Insurance and protection — small premiums, big risk transfer.

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  7. 07

    The Mathematics of Wealth

    Time value of money, compounding, and portfolio theory.

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  8. 08

    Building the Portfolio

    Accounts, vehicles, and the model portfolio you can build this week.

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  9. 09

    The Tax Architecture

    The largest expense of a professional life — legally minimized.

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  10. 10

    The Founder's Architecture

    Small-business finance — entity, separation, compensation, discipline.

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  11. 11

    The Horizon & The Legacy

    Retirement, estate, and distributing wisely.

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  12. 12

    The Capstone

    Your complete Personal Financial Plan — the document this book built toward.

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