Create a Personal Balance Sheet or Net Worth Statement

Module, Personal Financial Planning

Create a Personal Balance Sheet or Net Worth Statement

$2.00

Learn how to build a personal balance sheet from scratch using real-life case studies. This 9-minute video tutorial covers assets, liabilities, and net worth—essential tools for managing your financial health. Perfect for students, financial planning clients, or anyone aiming to take control of their finances.

Categories: Module, Personal Financial Planning Tags: assets-vs-liabilities, Balance Sheet, budgeting tools, canadian-finance, current assets, current liabilities, equity, Financial Education, Financial Literacy, Financial Planning, financial-statements, net-worth, net-worth-statement, non-current assets, non-current liabilities, personal finance

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This video covers the following learning objectives:

Describe how to create your personal balance sheet

Clear explanation of what a personal balance sheet is
Breakdown of:
- Current vs. Non-Current Assets
- Current vs. Non-Current Liabilities
- Net Worth (with formula)
Realistic, relatable case studies:
- Young professional (Jordan)
- Mid-career couple (Priya & Dan)

Explain how to create your personal cash flow statement

While the video doesn’t directly create a cash flow statement, it does frame the balance sheet as a snapshot of financial position — complementing the cash flow statement’s role as a flow-based record.

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