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Basics of Personal Finance Course

Our Basics of Personal Finance Course is designed to teach young professionals everything they need to know to manage their financial affairs responsibly.

Topics covered include:

  • How to implement a budget
  • Benchmarks for wealth accumulation
  • Power of compound interest over time
  • Creating an emergency fund
  • Tracking your net worth

  • Investing basics
  • Principles of sound investing
  • How to implement your investment strategy
  • Robo-advisors
  • Target Date Funds

  • The importance of your credit score
  • How your credit score works
  • Freezing your credit
  • Paying off student loans
  • Paying off other debt

  • How taxes work
  • How to file and pay your taxes
  • Signing up for employer benefits
  • How to minimize the tax bite
  • Hierarchy of tax-efficient retirement savings vehicles
Insurance and Estate Planning


  • Life Insurance
  • Disability Insurance
  • Home, Auto, and Liability insurance
  • Health Insurance
  • What is estate planning
  • Basic documents of estate planning

The course is taught in two two-hour sessions either in-person or remotely. After the course, the student receives:

Price: $1,200. Small group pricing available on request.

For more information, contact Mark Haser at or call 617-542-2420.