Financial Foundations Course
Welcome | Course Intro | Why | FFS Templates | Unit 1: Grounding | Unit 2: Forecasting | Unit 3: Investment Portfolios
Welcome to the Financial Foundations Course!
This course is designed to help you clarify your financial situation and build tools for forecasting your financial future.
This course consists of 3 units that are intended to be completed over one month each (with 2-4 hours of course time per month).
You can find a description of this course here. And, you can find some short videos about Who This Course is For here.
Ready to get started? LET'S GO! Officially begin this course by watching the Course Overview Videos below.
Course Overview Videos
Course Intro
Watch this video for an introduction to the Financial Foundations course.
Why am I doing this?
Watch this video if you're curious about why I'm doing this.
Financial Foundations Templates:
Example of a filled-out Financial Foundations Template:
Financial Foundations Template - Frog and Toad Example
...I'd REALLY appreciate it if you choose to become a paid subscriber while you're taking this course.
Encouraging folks to voluntarily become paid subscribers while they are using the course materials is the most values-aligned way I can think of to help keep this site sustainable. It may also help you get the most you can from the content. Let's just be honest that we live in a culture where it can sometimes be hard to value the things we receive for free. So, although I'm committed to keeping this course freely available for those who need it, I hope you will consider becoming a contributor while you are using the course content. Thank you!
Unit 1 - Grounding
Exploring your actual and relative financial wealth.
Click this link to enter Unit 1:
Rebecca Blumenshine
Topics covered in Unit 1
- Money stories
- Wealth distribution facts (and stories)
- Your guiding principles
- Reviewing your financial balance sheet
Unit 2 - Forecasting
Understanding what your money math looks like and reflecting on "enough."
Click this link to enter Unit 2:
Rebecca Blumenshine
Topics covered in Unit 2
- Looking ahead: goals, dreams, and what-ifs
- Forecasting your financial future
- Reviewing your cash flows
- Reflecting on "enough"
Unit 3 - Investment Portfolios
Understanding your current investments and considering your holistic portfolio.
Click this link to enter Unit 3:
Rebecca Blumenshine
Topics covered in Unit 3
- Holistic portfolio thinking
- Investing Part 1 - asset classes, diversification, risk & return, retirement accounts
- Understanding key info about your current investments
Want to learn more about the context for this course? Check out my Course Prequel Video Series here:
Getting Our Bearings within the Wider World of Finance
What's Next
This Financial Foundations course is part 1 of a 2-part course series. You can find the second course in this series, Investment Management, here.
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