Your Financial Planning Essentials

Bite-size insights for working professionals in their 30s, 40s and 50s.

What you’ll learn
Everything one needs to know about managing their personal finance
Topics covered include real estate, college, personal and business taxes, portfolios, investments, estate and retirement
McKinsey-grade presentation material, available for download
Mortgage loan qualification calculator, available for download
Fact-based learning and insights derived from quantitative approaches
Requirements
None
Description
All you need to know about personal finance: the basics, the essentials, the practical. We have distilled the complexities of various personal finance topics into an easy-to-understand format and presentation. We offer you insights gathered from our research, as well as financial modeling and other content we have developed ourselves. Many of the topics have a quantitative emphasis. Join us to enrich your knowledge with this intensive course packed with information and insights!

Who this course is for
Working professionals in their 30s, 40s and 50s