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Personal Finance Planning

Learn the basics of personal finances and the best techniques to manage money efficiently. All your financial goals will be possible after all the knowledge you will learn in our course. You will learn how to create a savings plan. Go for it!

By Natalia Torres | Expert in Corporate Finance

(118)
$13.99 USD $59.99

15 day refund guarantee

This course includes:

▪️ 6h 15m duration on demand

▪️ 19 lessons

▪️ 12 downloadable resources

▪️ Available on mobile devices

▪️ Access forever

▪️ Language:

  • Spanish

▪️ Unlimited consultations

✦ Bonus: Downloadable Guide Set

⚑ Certificate of completion

What you will learn

🟧 You will learn the basic concepts of finance and how to apply them correctly in your personal life.

🟧 You will learn methods and techniques to manage money efficiently and create plans to finance each of your goals.

🟧 You will learn to keep track of your income and expenses, to always be in the positive.

🟧 You will learn how to save and how to create a short, medium and long-term savings plan.

🟧 You will develop habits that will help you achieve the financial independence you so desire.

Course content

U1: Laying the foundations of our financial condition
  • Basic financial knowledge
  • Personal finance vs. financial education
  • Why do we fail at managing personal finances?
U2: Personal balance sheet: assets, liabilities and equity
  • Personal balance sheet: assets, liabilities and equity
  • Where does the money go?
U3: Debt and credit tools
  • All about credit
  • All about debt
U4: Financial decisions
  • Criteria for making decisions in personal finances
  • Daily financial decisions
  • Take Control of Your Financial Future
U5: The benefits of financial tools
  • The budget and its benefits
  • Savings and its benefits
  • Empower Yourself Financially! Discover the Benefits of Financial Tools
U6: The wonderful world of investment
  • Investments and their risks
  • Guide to Navigating the Risks in Personal Finance
U7: Creating your financial plan
  • Set your financial goals
  • Define your financial plan
  • Tools to create your own financial control
  • Apps that can help you record expenses
Course evaluation
  • This course contains a final exam
G-Tools: For Students
  • Exclusive access to cutting-edge student tools: improve your employability, participate in exclusive events, take advantage of our intelligent virtual assistant, and more.
⚑ Certificate of completion
  • Your personalized digital certificate, a unique badge of your achievements, with international validity, course duration and QR code for instant verification.
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Downloadable resources:

📎 Downloadable Guide Set:

▸ Personal Finance Planning Ebook.
▸ Introduction to Finance Guide.
▸ Cash Flow Guide.
▸ Ebook Freelancers and their Finances.

Description

With each passing day, we realize that we live in a changing society, where consumerism tends to prevail. This influences the assertion that society's model of well-being is based on the acquisition and accumulation of goods.

However, this is not the goal of life. Human dynamics and the purpose of life lead us to make continuous efforts to achieve and attain the goals and objectives we set for ourselves.

Now, in the midst of a society that promotes consumption, a society that is often affected by inflation, how can personal goals be achieved? Is there any way to do so?

The answers to these questions lie in financial education and in the strategies you can implement to organize your finances and achieve the goals you set for yourself. The most important thing about this is organization; without organization, achieving goals is much more difficult.

Therefore, throughout our personal finance course you will be able to acquire tools that will allow you to carry out effective financial planning, in which you can not only understand your needs, but also safeguard your assets, and thus be able to meet your short, medium and long-term objectives.

Companies from all industries invest in the development of their teams with this course from G-Talent and Natalia Torres


Pack de 3 cursos

Natalia Torres

Expert in Corporate Finance

About Natalia Torres

Expert in Corporate Finance

Naty has helped people and businesses manage their money intelligently and strategically. With a passion for financial education.

Throughout her career, Natalia has worked with a wide variety of clients, from individuals looking to improve their money management, to entrepreneurs who need to optimize their finances to grow their businesses. Her approach is clear and direct: teaching how to use money as a tool to achieve personal and professional goals, without unnecessary complications.

Natalia is known for her ability to break down complex financial concepts and present them in an accessible and practical way. Her teaching style is approachable and results-oriented, which has led many of her students to consider her a reliable guide on their path to stability and financial freedom.

What makes Natalia different?

▪️ Personalized Approach: Natalia understands that every person and business is unique, so she tailors her teachings to meet the specific needs of her students, ensuring they can apply what they've learned immediately.
▪️ Proven Experience: With more than ten years in the financial sector, Natalia has helped many people transform their finances, providing the tools and knowledge that really make a difference.
▪️ Passion for Education: More than just imparting knowledge, Natalia is dedicated to inspiring her students to take control of their finances, motivating them to make decisions that improve their quality of life and give them financial peace of mind.

If you are looking for an effective and understandable way to improve your relationship with money, Natalia Torres is the instructor who will guide you towards financial success.

Discover the added value: G-Tools and much more

In addition to high-quality content, this course gives you access to G-Tools, a suite of tools and resources designed to enhance your learning and your career.

Employability support resources, live events and take advantage of Aixa.IA's artificial intelligence to resolve your questions at any time.

Customer Reviews

Based on 118 reviews
92%
(109)
7%
(8)
1%
(1)
0%
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0%
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J
Janise Massiel Fonseca
Excelente metodología de aprendizaje

Excelente metodología de aprendizaje, con amplia información para el estudio y ejemplos.

J
Jordan Ore
El curso está excelente de finanazas

El curso está excelente, he podido comprender varios términos de finanzas y algunas estrategias para mejorar mi economía personal.

E
Esther Barahona
Excelente

Me pareció muy didáctico y ameno, permite disfrutar de la adquisición de conocimientos.

S
Santiago Montoya
Lo recomiendo altamente

El curso de Planificación de Finanzas Personales es una excelente opción para aquellos que buscan mejorar su manejo del dinero y alcanzar sus metas financieras. A través de sus lecciones prácticas y herramientas útiles, este curso brinda una guía clara y concisa para planificar y administrar nuestras finanzas de manera efectiva. Lo recomiendo altamente.

L
Luis Torres
Muy Bueno

El curso de Planificación y Presupuesto me ha enseñado cómo hacer mejor uso de mi presupuesto y lograr mis objetivos de manera eficaz

P
Paola Garcias
Muy buen curso

Es una forma importante lo pondre en practica 💕muy buen curso

C
Carlos Niñp
Planificación de Finanzas Personales

Me gustó mucho el curso, para el registro de gastos, tomaré algunos datos para agregarlos a mis anotaciones, gracias

R
Ricardo Urbina

Un curso de G-TALENT muy completo, Sencillo. TODOS deberían conocer de finanzas, así todos lograríamos nuestras metas.

J
Juan Pelaez

¡Me encantó aprender sobre FINANZAS PERSONALES! 100% recomendado.

A
Arturo Carrasco

El curso es muy bueno, plataforma amigable. Creo que me faltaban estos conocimientos para cumplir mi proyecto de vida

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