Become Financially Savvy in Just 5 Days
Get the proven, expert-endorsed playbook on saving, investing, and preparing for tax season. Feel confident and in control of your money, and finally have the freedom to do what you want to do without money holding you back.
Featuring Ara Oghoorian , CPA, Certified Financial Planner & Accountant, John Gillingham , CPA, Certified Public Accountant and Alan Mehdiani , CPA, Certified Public Accountant
Format
Every lesson contains a few short instructional videos, a summary of key tips and takeaways, and a quick assignment to help you apply what you learned. Completely mobile-friendly.
Duration
This course lasts 5 days, with one lesson per day delivered to your inbox.
Time
Each lesson takes 5 minutes to read and watch.
What you will learn
- How much you should aim to save, plus strategies for choosing your first credit card
- Where you should start investing your money
- Tricks to make tax season less stressful
- Common mistakes people make when filing taxes (and how to avoid them)
Why should you take this course?
- You want to stop missing out on making money. Every day you're not investing in the right places, you’re missing out on cash that could help you afford what you want most.
- You want to save for your goals. If you don’t have a plan for how you’re going to afford kids, traveling, or other long-term goals, you might end up financially unprepared for your future.
- You want to file your taxes easily without owing extra fees or back payments. The last thing you want is for tax season to feel more costly or annoying than it needs to be. Learn how to file your taxes risk and stress-free, so you can save more of your hard-earned money.
Course Overview
5 Lessons
Kick-Starting Your Savings & Opening Credit
Learn how much you should aim to save, how to create a financial plan with a savings goal that works for you, and which factors you should consider when choosing a credit card.
Everything You Need to Know to Start Investing
Get the inside scoop on how to invest in your future, and how you can be smarter with the financial accounts you create.
Preparing for Tax Season—When & How
Tax time! Learn the simple ways to make your tax season less stressful and ensure your success filing.
Answering Your Tax Questions
Have follow-up questions after Lesson 3 on taxes? We’re way ahead of the game. wikiHow’s expert CPA’s answer the tax questions they’re often asked by clients.
Avoiding Common Tax Mistakes
Time for the most essential lesson of all—avoiding common tax mistakes. Now, it’s time to go out in the world and manage your money – you’ve got this!
Meet the Experts
Ara Oghoorian, CPA
Certified Financial Planner & Accountant
Ara Oghoorian is a Certified Financial Accountant (CFA), Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and the Founder of ACap Advisors & Accountants, a boutique wealth management and full-service accounting firm based in Los Angeles, California. With over 26 years of experience in the financial industry, Ara founded ACap Asset Management in 2009. He has previously worked with the Federal Reserve Bank of San Francisco, the U.S. Department of the Treasury, and the Ministry of Finance and Economy in the Republic of Armenia. Ara has a BS in Accounting and Finance from San Francisco State University, is a Commissioned Bank Examiner through the Federal Reserve Board of Governors, holds the Chartered Financial Analyst designation, is a Certified Financial Planner™ practitioner, has a Certified Public Accountant license, is an Enrolled Agent, and holds the Series 65 license.
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Meet the Experts
John Gillingham, CPA, MA
Certified Public Accountant & Founder of Accounting Play
John Gillingham is a Certified Public Accountant, the Owner of Gillingham CPA, PC, and the Founder of Accounting Play, Apps to teach Business & Accounting. John, who is based in San Francisco, California, has over 14 years of accounting experience and specializes in assisting consultants, bootstrapped startups, pre-series A ventures, and stock option compensated employees. He received his MA in Accountancy from the California State University - Sacramento in 2011.
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Meet the Experts
Alan Mehdiani, CPA
Certified Public Accountant
Alan Mehdiani is a certified public accountant and the CEO of Mehdiani Financial Management, based in the Los Angeles, California metro area. With over 15 years of experience in financial and wealth management, Alan has experience in accounting and taxation, business formation, financial planning and investments, and real estate and business sales. Alan holds a BA in Business Economics and Accounting from the University of California, Los Angeles.
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Frequently Asked Questions
How are wikiHow courses different from typical wikiHow articles?
All wikiHow courses have been carefully vetted, researched and well-written to teach anyone how to do anything. Our courses go significantly more in-depth on a topic to help you develop a skill that will improve your life.
How will I receive this course?
Once you have completed the enrollment process, you will receive a confirmation email that your course has begun. You will then receive a lesson to your inbox each day for the next 5 days. Make sure that the email address you provide during enrollment is the email you would like to have the course materials sent to! To make sure you don't miss them, add learn@courses.wikihow.com
to your contact list.
How much experience do I need for this course?
This course has been specially designed to be fun and engaging for everyone, regardless of age, income, or experience. Our goal is to make stressful and seemingly out of reach financial goals accessible to everyone.
What is wikiHow's refund policy?
We want our learners to be satisfied with the wikiHow Pro membership experience. That's why, if you try our courses or other features of wikiHow Pro and aren't satisfied, you can cancel your membership at any time. Contact support@wikihow.pro
for help managing your membership.
What are others saying?
Gaurav
I love this course because I learned very powerful techniques for investing and saving money. This course is very helpful for financial growth.
Sarazin
Thanks so much for helping me on spending. I used to be a crazy spender without controlling my money. Now I save money well. I even make a budget and cut out what I don't need.
Gaurav
I loved this course because I learned very powerful techniques for investing and saving money. This course is very helpful for financial growth.
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