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Infographic: The Personal Finance Landscape
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The Personal Finance Landscape

The Personal Finance Landscape

Personal finance isn’t just about dollars and cents.

The reason it’s so hard to master? It’s actually a multi-disciplinary field that requires foundational skills ranging from psychology to negotiation.

Personal Finance Landscape

The Personal Finance Landscape

Navigating the personal finance landscape requires skills or knowledge in the following foundational areas:

  • Psychology
  • Philosophy
  • Analytical skills
  • Communication
  • Research
  • History
  • Negotiation
  • Forming Habits

Using this knowledge, you can approach the vast personal finance landscape – the key questions you must be able to answer to get the most out of your money:

Saving
How can saving money be as frictionless as possible?

Spending
What is the difference between spending needs and wants?

Credit
How can credit be used wisely and carefully to help achieve personal goals?

Financial Concepts
How can important concepts like compound interest be used to make real-world financial decisions?

Career
How can I make a living that gives the income to be healthy financially?

Protection
How can I best prepare for the worst-case financial scenario?

Learn more

Get free lesson plans and resources on personal finance from our co-founder Next Gen Personal Finance.

Be the first to see all future personal finance infographics by getting on Visual Capitalist’s free email list.

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Jeff Desjardins

Jeff is the Editor-in-Chief of Visual Capitalist, a media site that creates and curates visuals on business and investing. He has been quoted or featured on Business Insider, Forbes, MarketWatch, The Huffington Post, The World Economic Forum, and Fast Company.

6 Comments
  • Jean Paul AZZURRO

    Very important topic and as always executed in an incredible visual representation…THANKS for your awesome work!!!!

    February 22, 2018 at 1:34 am Reply
  • Mandar M Naik

    I appreciate the initiative towards increasing financial literacy amongst everyone . Absolutely spot on !
    I in my own way have been doing the same through my handle “moneysimplified” on instagram . Please do
    have a look .

    February 22, 2018 at 9:15 am Reply
  • Aditya Garg

    Thank you for this effort. This is really helpful and eye-opening!

    February 22, 2018 at 2:09 pm Reply
  • MN

    Very amamzing things.. Most of PFM apps should think about this as part of their stratergy.

    February 28, 2018 at 12:02 pm Reply
  • Jeff

    How do I get that as a poster?

    March 2, 2018 at 12:37 am Reply
  • Sue Edwards

    Great info graphic!

    March 26, 2018 at 7:11 pm Reply

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