Personal Finance Fundamentals Course | Compound Confidence
5 - 15 minute micro-lessons designed to boost confidence and simplify personal finance
Welcome to Personal Finance Fundamentals
Take control over life's toughest decisions
In every major decision in life, there will be the question that you will always ask yourself... "Can I afford it?"
﻿People often have fantastic ambitions and are full of energy to pursue challenges that will change their life and the world. The greatest things holding them back are the daunting questions of affordability:
Can I afford that new apartment
Can I afford to try a new career and move to a new city?
Learning the fundamentals of personal finance will help you know when you can and when you cannot afford something.
Better yet, a strong understanding of personal finance will give you the freedom to spend your life the way you want.
Simplify Personal Finance
It doesn't need to be complicated. You will be able to take control of your life and grow your wealth more than ever before.
In this course, we take you from zero understanding of personal finance to a confident financial decision-maker.
"This is epic, really well done, and I'm a huge fan."
- Liam, Underwriter, Intact Insurance
"[Zack,] I think that you have really mastered making the videos concise. They give enough info to provide an excellent basic understanding of all the concepts."
- Sascha, Dual Engineering and Business student, University of Calgary
"I really enjoyed the course! It was super easy to follow and a great pace."
- Taylor, Research Assistant, University of Calgary
"I think every young adult who plans on retiring should take this course!!!"
- Deb, Psychiatrist
"The overall course was very digestible and easy to follow! I think it's easy to get overwhelmed with the amount of information and jargon there is out there but this course provides a much more holistic view and introduction to personal finance!"
- Nathaniel, Software Engineer
"Great content. Delivered in a straightforward, incremental fashion. I especially liked the examples provided for each section, plus the associated dollar and/or time savings."
- Dan, Insurance BD Specialist
We expect to add value to your life.
✅ Learn how to create a strong budget and automate the budgeting process to stay on top of expenses
✅ Identify the difference between good and bad debt and how loans work
✅ Recognize the power of compound interest and the danger of credit card debt
✅ Protect online identity and prevent personal financial fraud
✅ Understand the basics of taxes and true take-home pay
✅ Get more out of each paycheck and your investments by utilizing registered investment accounts
✅ Bonus: How to be financially ready for post-secondary education
Chapter 1: Treating yourself like a company
Lecture 1 - How companies make money (5:54)
Lecture 2 - Introduction to passive income (5:14)
Lecture 1 - Introduction to budgeting (5:57)
Lecture 2 - Building a budget (6:54)
Lecture 3 - How to automate your budget (7:29)
Lecture 4 - Substitution, compromise, and minimalism (3:58)
Chapter 3: The cost of money
Lecture 1 - A story about loans, principal, and interest (10:58)
Lecture 2 - A story about equity and dangerous debt (10:46)
Lecture 3 - What are interest rates? (7:41)
Lecture 4 - Intro to compound interest (5:43)
Lecture 5 - Compound interest example (11:32)
Lecture 6 - How dangerous debt eats away at your net worth (8:55)
Lecture 7 - The power of reinvesting extra saved money each month (6:55)
Lecture 8 - What is a credit score?
Chapter 4: Online security best practices
Lecture 1 - How to protect online accounts (8:33)
Lecture 2 - How to protect yourself from identity theft (6:57)
Chapter 5: Tax basics
Lecture 1 - Intro to taxes (9:10)
Lecture 2 - The progressive tax system (11:45)
Lecture 3 - How to calculate your taxes part 1 (9:54)
Lecture 5 - Tax credits and deductions
Lecture 6 - Tools and resources to calculate your taxes
Lecture 1 - Checking and Saving Accounts (11:39)
Lecture 2 - TFSA part 1 (11:24)
Lecture 4 - Visual example to showcase the power of the TFSA (11:38)
Lecture 5 - RRSP part 1 (13:38)
Lecture 6 - RRSP part 2 (8:15)
Lecture 8 - The power of the RRSP (15:53)
Lecture 9 - Summary of all accounts (and others to check out)
Chapter 7 - How to be financially ready for post secondary education
Lecture 1 - How to reduce post secondary education expenses (15:59)
Lecture 2 - Student loans part 1 (7:41)
Lecture 3 - Student loans part 2 (12:43)
Lecture 4 - Analyzing the utility of your degree (13:45)
Lecture 5 - Example of how to compare ROI, payback period, and lifetime earnings of different degrees (13:36)
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price for this premium course
Purchase the course with 6 payments of $22.99 once a month
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