Financial Education
Good financial decision-making requires a solid grasp of financial concepts. Here are Jeff’s Lecture Notes and other recommended sources of financial instruction. Develop your financial acumen, for free!
Lecture Notes and Videos
The first five lessons cover the basics. The next four show you how you can build your own plan. The notes and the videos contain the same information.
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Lesson 1 Notes
Personal Balance Sheet
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Lesson 2 Notes
Overview of the Financial System
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Lesson 3 Notes
Time Value of Money
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Lesson 4 Notes
Interest Rates
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Lesson 5 Notes
Risk and Return
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Lesson 6 Notes
The Augmented Balance Sheet
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Lesson 7 Notes
Asset Allocation
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Lesson 8 Notes
Portfolio Management
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Lesson 9 Notes
Risk Management
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Financial Literacy Quiz
Take the test
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Lecture 1
Financial Statements
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Lecture 2
Overview of the Financial System
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Lecture 3
Time Value of Money
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Lecture 4
Interest Rates
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Lecture 5
Risk and Return
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Lecture 6
Augmented Balance Sheet
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Lecture 7
Asset Allocation
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Lecture 8
Portfolio Management
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Lecture 9
Risk Management
Jeff will work through the notes with you, making everything crystal clear.
Recommended Content
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Khan Academy Personal Finance
A website with a series of short videos covering saving, borrowing, investing, buying a home and paying for college.
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The Richest Man in Babylon
The Richest Man in Babylon is a classic book written in 1926 by George Clason. It reveals the secrets to becoming wealthy: Work, Save, Invest and Re-invest.
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Forrest Gump
This book will show you how you can be really successful without necessarily being really smart.
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Mr. Money Mustache Blog
Check out the Mr. Money Mustache blog; great new article every couple of weeks.
Financial advice from Mr. Money Mustache: Pay off credit cards, max out 401K, pay off other debt, and invest in low cost, broad-based equity index funds
Frugality is a good thing because it: Makes you rich, helps save the planet, and makes you happier
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William Ackman
Everything you need to know about finance and investing in under an hour.