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Personal Finance Syllabus
A universal guide to managing budgeting, saving, investing, and debt for long-term financial health and wealth building. The full Personal Finance syllabus: 7 subjects, 32 chapters and 118 topics, with 358 flashcards written against it.
Personal Finance subjects
Personal Finance has 7 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.
Financial Foundations and Budgeting
- Money Mindset and Financial Goals · 4 topics
- Income and Cash Flow · 4 topics
- Building a Budget · 4 topics
- Net Worth and Financial Statements · 4 topics
- Banking and Money Management · 5 topics
Saving and Emergency Planning
- The Habit of Saving · 4 topics
- Emergency Fund · 4 topics
- The Power of Compound Interest · 3 topics
- Short-Term Savings Vehicles · 3 topics
Credit and Debt Management
- Understanding Credit · 3 topics
- Credit Scores and Reports · 4 topics
- Credit Cards · 4 topics
- Loans and Borrowing · 4 topics
- Debt Payoff Strategies · 5 topics
Investing and Wealth Building
- Investing Fundamentals · 4 topics
- Asset Classes · 4 topics
- Funds and Diversification · 4 topics
- Investment Accounts and Platforms · 4 topics
- Investment Strategy and Pitfalls · 4 topics
Retirement and Long-Term Planning
- Retirement Planning Basics · 4 topics
- Employer-Sponsored Plans · 3 topics
- Individual Retirement Accounts · 3 topics
- Government and Social Programs · 3 topics
- Withdrawal and Decumulation · 3 topics
Insurance and Risk Management
- Principles of Risk Management · 3 topics
- Health and Disability Insurance · 3 topics
- Life Insurance · 3 topics
- Property and Liability Insurance · 3 topics
Taxes, Estate, and Financial Protection
- Income Tax Basics · 4 topics
- Tax Planning Strategies · 3 topics
- Estate Planning · 4 topics
- Fraud Prevention and Financial Security · 4 topics
Personal Finance flashcards
358 question-and-answer cards across 7 subject decks, each shown in full on its subject page.
Personal Finance syllabus FAQ
What subjects are in the Personal Finance syllabus?
Personal Finance covers 7 subjects: Financial Foundations and Budgeting, Saving and Emergency Planning, Credit and Debt Management, Investing and Wealth Building, Retirement and Long-Term Planning, Insurance and Risk Management and Taxes, Estate, and Financial Protection.
How many chapters and topics are in the Personal Finance syllabus?
32 chapters and 118 topics, across 7 subjects. Financial Foundations and Budgeting is the largest subject, with 21 topics in 5 chapters.
Are there Personal Finance flashcards?
Yes — 358 question-and-answer flashcards in 7 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.
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