The Basics of Wealth Accumulation

Summary

This course goes over some of the fundamentals of personal finance and the difference between wealth and income.

Having even a general understanding of wealth accumulation will help prepare you to more clearly understand your donors' stories, as well as learn and understand creative gift planning opportunities that we will cover in later courses. As a kind of bonus, any understanding gained here may be helpful in your own personal financial planning.

  • Primer on personal wealth economics
  • Income versus assets 
  • Rule of 72
  • Opportunity Cost
  • Saving 1 million dollars
  • Practical Money Skills
  • Investing
  • Risk tolerance

CFRE Credit

Completion of this course is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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