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Alternative Investments As We Age: Building Wealth · LearnSpace
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Alternative Investments As We Age: Building Wealth

Курс от University of Illinois Urbana-Champaign
Начальный≈ 15.2 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course explores financial planning and investment strategies across the consumer lifecycle. It covers investment theories, cognitive biases, and their impact on financial decisions. You'll analyze case studies to understand wealth building, evaluate financial planning and wealth management strategies, and discuss generational wealth transfer. The course also examines financial strategies for those in their 40s and 50s, considering retirement savings and alternative investments. Finally, it assesses the role of private market and non-traditional investments in early wealth accumulation. This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

Навыки, которые вы освоите

InvestmentsInvestment ManagementFinancial PlanningDecision MakingWealth ManagementCase StudiesAsset ManagementPrivate EquityFinanceFinancial AnalysisBehavioral EconomicsGeneral Finance

Программа курса

4 модулей · 60 учебных материалов

01Orientation & Module 1 | Exploring Financial Planning and Investment Options Throughout the Consumer Lifecycle20 материалов

About the Course

Course OverviewВидеоMeet Your Instructor | Craig LemoineВидеоMeet Your Instructor | Ailie ElmoreВидеоSyllabusЧтение

Учитесь у экспертов

Dr. Craig Lemoine

Director of Financial Planning, Associate Clinical Professor of Financial Planning

Alternative Investments As We Age: Building Wealth
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Начать на Coursera

Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 15.2 ч

4 модулей

Язык: Английский

Субтитры: Казахский

Часть программы вашего университета
Learn More About Flexible PathwaysЧтение
Orientation QuizЗадание

About Your Classmates

Updating Your ProfileЧтениеGetting to Know Your ClassmatesОбсуждение

Module 1 | Overview

Module 1 | Overview Видео

1.1 | Investment Theories and Financial Strategies

Understanding Economic TheoriesВидеоWhat is the Purpose of Investing?ВидеоHeuristics and Investment ManagementВидеоMoney Stories and Money ScriptsВидео

1.2 | Behavioral Finance and Cognitive Biases

Cognitive Biases and Investor PreferencesВидеоThe Impact of Cognitive Biases on Professionals’ Decision-MakingЧтениеShift to Behavioral Finance Featuring Matt GorenВидеоLife-Cycle InvestingЧтениеBehavior Featuring Jamie HopkinsВидео

Module 1 | Conclusion

Module 1 | Wrap-upВидеоModule 1 | Knowledge CheckЗадание
02Module 2 | Applying Wealth Management Strategies as Consumers Age 12 материалов

Module 2 | Overview

Module 2 | Overview Видео

2.1 | Building Wealth: Starting your Financial Life

Building Wealth in your 20s: Starting your financial lifeВидеоLearners Guide: Presley’s Inheritance: Corn, Llamas, and ChoicesЧтениеPresley’s Inheritance: Corn, Llamas, and ChoicesВидео

2.2 | Building Wealth: Finding your Why

Building Wealth in your 30s: Finding your why ВидеоLearners Guide: Sam's Investment Quest: Shire to SolarЧтениеSam's Investment Quest: Shire to SolarВидео

2.3 | Building Wealth: Starting Out and Exploring Fractional Farmland Ownership

How do you start off, building wealth Featuring Jamie HopkinsВидеоInvestment Intention and Decision MakingЧтениеFractional ownership in farmland Featuring Carter MalloyВидео

Module 2 | Conclusion

Module 2 | Wrap-UpВидеоModule 2 | Knowledge CheckЗадание
03Module 3 | Evaluating the Role of Alternative Investments as Consumers Approach Retirement11 материалов

Module 3 | Overview

Module 3 | Overview Видео

3.1 | Building Wealth: Portfolio Maturing

Working with Wealth in your 40sВидеоRisk analysis toolsВидеоA story of three portfoliosВидео Financial Health in your 50s: Portfolios MaturingВидеоDiving deep into correlationsВидеоLearners Guide: Michelle’s Real Estate Dilemma: Cash or Continuity?ЧтениеMichelle’s Real Estate Dilemma: Cash or Continuity?ВидеоFinancial Well-Being in the United StatesЧтение

Module 3 | Conclusion

Module 3 | Wrap-upВидеоModule 3 | Knowledge CheckЗадание
04Module 4 | Assessing Tradeoffs and Opportunities of Alternative Investments in Early Wealth Accumulation & Conclusion17 материалов

Module 4 | Overview

Module 4 | Overview Видео

4.1 | Diverse Income Streams: Real Estate, Social Media, and Collectibles

Rental Properties with Model Wealth Featuring Randy Bruns & Alex OffermanВидеоSocial Media, Influencers, Investing and Real Estate Featuring Jamie HopkinsВидеоCreating an income plan from art and collectibles Featuring Randy Bruns & Alex OffermanВидеоAlternative Investment FundsЧтение

4.2 | Innovative Wealth Strategies: Farmland, Water Assets, and Crypto Gifting

Farmland Philanthropy: Income via Trusts, Flips, and Estates Featuring Justin SenoВидеоWater as an asset class Featuring Brett BoveeВидеоGifting over the lifecycle: Crypto Featuring Jennifer LehmanВидеоThe Persistence of Cognitive Biases in Financial DecisionsЧтение

Module 4 | Conclusion

Module 4 | Wrap-upВидеоModule 4 | Knowledge CheckЗадание

Course Wrap-up & Final Assessment

Course Wrap-upВидеоGraduate-Level Learning: Deepening Your ExpertiseВидеоFinal AssessmentЗаданиеCongratulations!ЧтениеStack Your Course Certificate toward Graduate CourseworkЧтениеGetting Your Course CertificateЧтение