Finance · Courses
Understanding financial basics
Courses for adults who want clear facts about money basics.
Courses
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Each course is a guided chat in your browser, with quick checks along the way; some include worked examples, exercises and downloads. Your progress stays in this browser.
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Financial literacy course: personal finance for beginners
Financial literacy course for beginners: a map of personal finance, from payslips and budgets to net worth, goals, credit and investing, for AU, UK and US.
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How insurance works: home, car, life and income cover
How does insurance work? Premiums, excesses and deductibles, home, car, life and income cover, health cover with US Medicare first, and how to compare policies.
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Inflation explained: everyday economics for your money
Inflation explained as everyday economics: why prices rise, how CPI works, your personal inflation rate and real returns. A short course for AU, UK and US.
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Investing course for beginners: index funds and compound interest
Investing for beginners: risk and return, shares and bonds, index funds, compound interest and fees, with SEC, FCA and ASIC guidance. No product picks.
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How to read financial statements: the basics
How to read financial statements: the income statement, balance sheet and cash flow statement, key ratios and annual reports, for investors and the curious.
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Retirement savings basics: 401(k), pensions and super
Retirement planning basics: how a 401(k), workplace pensions and super work, employer contributions, fees, starting early and avoiding pension scams.
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Tax return basics: how to do your taxes
Tax return basics: who has to file, key deadlines, records to keep, how refunds work and the official ways to file. A short course with AU, UK and US rules.
General information only, not financial advice. We don't recommend financial products.
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