Money management can be intimidating. Fortunately, most of us only need to learn a few basic principles to make good financial decisions. Get a comprehensive overview of what everyday people need to know. Whether you're just getting started in life or contemplating retirement, this course offers an excellent primer with all the information you need to build a financial plan to achieve your goals.
If you're ready to take charge of your personal finances, then you're in the right place. From budgeting to borrowing, real estate and beyond, invest a few hours in this free, online course and you'll gain the knowledge and confidence to make a lifetime of smart financial decisions. Taught by professors from McGill University's Desautels Faculty of Management, the course is open to everyone.
Finish all course modules to receive a McGill Personal Finance Essentials attestation of completion.
These eight e-learning videos complement the Financial Basics workshop material and provide an accessible alternative way to boost financial knowledge and plan a more secure financial future. The Financial Basics e-Learning Project was jointly developed by The Chang School at Toronto Metropolitan University and the Financial Consumer Agency of Canada with the assistance of the Ontario Securities Commission.
Module 1: How do I prepare a budget?
Module 2: How do I live within my means?
Module 3: Understanding credit
Module 5: Saving and investing
Module 6: Do you have a financial plan?
Module 7: How to protect yourself from financial fraud
A 5-part educational series covering foundational money skills for young adults. Produced by Meridian Education | U.S.-based content.
Budgeting and Financial Decision Making (36:26)
Covers real-life money management, decision-making methods, insurance basics, buying vs. renting, and avoiding financial scams.
Checking Accounts and Everyday Banking (31:27)
Explains how checking accounts work, online banking safety, writing checks, using debit cards, and managing daily transactions.
Credit, Borrowing, and Debt (35:42)
Introduces credit cards, credit scores, debt management, and strategies to build and maintain a healthy credit history.
Saving and Investing (32:25)
Demystifies savings and investment options, including stocks, bonds, IRAs, mutual funds, and the risks and rewards of each.
Taxes and Tax Benefits (32:02)
Explains how taxes affect income and savings, covering earned income, investment taxes, workplace benefits, and filing basics.
Note: This series is geared toward an American audience. While many financial principles are universal, there are differences in terminology, banking systems, retirement accounts (e.g., IRAs vs. RRSPs/TFSAs), and tax structures that Canadian viewers should keep in mind.
In this 30-minute webinar, financial expert Shannon Lee Simmons will provide you with her top five financial tips that could help you navigate these uncertain times. Join her in what promises to be an enlightening conversation about what you need to know to keep your finances healthy in the age of COVID-19. Top 5 is a new live webinar series for TMU’s alumni and friends. These complimentary 30-minute sessions will provide succinct and practical guidance on a variety of issues, from personal finance to staying healthy. Source: https://youtu.be/FQsgYE6ZC-M
At first glance, fiscal planning can seem more complex and time-consuming than it’s worth. But according to Professor Harold Pollack of the University of Chicago, you can fit all the financial advice you’ll ever really need on a single index card. Economics correspondent Paul Solman takes a look at Pollack’s ten easy tips for simple and sensible money management.
Dr. Annamaria Lusardi explains why now, more than ever, our society needs to be financially literate. Annamaria Lusardi is Professor of Economics and Accountancy at the George Washington University School of Business. Are you prepared to make smart saving and investing decisions? A simple, three-question quiz may be all you need to know whether that answer is yes or no.
Test your own knowledge by answering the questions yourself.