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Financial Planning for Young Adults · LearnSpace
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Financial Planning for Young Adults

Курс от University of Illinois Urbana-Champaign
Начальный≈ 19.8 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals. Within each module, you will view a combination of traditional lecture style videos along with video vignettes that introduce financial topics for discussion among participants. The video vignettes provide a unique and exciting component to this course. Each vignette introduces a real-world scenario where financial decisions must be made and financial planning concepts can be applied. You will be challenged to think critically about each scenario and decide how you might come to a resolution if ever faced with a similar situation. Finally, the course also includes material throughout which is focused on career opportunities in financial planning, including video interviews with actual CFP® professionals and other professionals working in this exciting and growing career area. The final module in the class is devoted to the topic of financial planning as a career.

Навыки, которые вы освоите

Financial PlanningSmart GoalsRisk ManagementGoal SettingInvestmentsCredit RiskBudgetingCash ManagementPortfolio RiskFinancial ServicesLoansInvestment ManagementInsuranceGeneral LendingFinancial ManagementCash FlowsGeneral FinanceExpense Management

Программа курса

9 модулей · 105 учебных материалов

01Orientation12 материалов

About the Course

Instructor WelcomeВидеоCourse SyllabusЧтениеCourse OverviewВидеоAbout the Discussion ForumsЧтение

Учитесь у экспертов

Nicholas Paulson, Ph.D.

Professor | Gardner Hinderliter Professor of Farm Management

Kathryn L. Sweedler

Consumer Economics Educator

Charles R. Chaffin

Director of Academic Programs and Initiatives

Financial Planning for Young Adults
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 19.8 ч

9 модулей

Язык: Английский

Субтитры: Арабский, Французский, Бенгальский, Украинский, Китайский (Китай), Греческий, Итальянский, Бразильский португальский, Вьетнамский, Нидерландский, Корейский, Немецкий, Пушту, Урду, Русский, Тайский, Индонезийский, Шведский, Турецкий, Азербайджанский, Испанский, Дари, Хинди, Японский, Казахский, Венгерский, Польский

Часть программы вашего университета
Orientation QuizЗадание
Social MediaЧтение
Updating Your ProfileЧтение
Getting to Know Your ClassmatesОбсуждение
Welcome! Please tell us about yourselfPLUGIN
Be Aware!!!Чтение

Course Pre-Test (Optional)

About the Financial Literacy Quiz PretestЧтениеFinancial Literacy PretestЗадание
02Module 1: Setting Financial Goals and Assessing Your Situation13 материалов

Setting Financial Goals and Assessing Your Situation

Module 1 OverviewЧтениеStreet Interview: If Money Were No Object...ВидеоLecture: Dream BigВидеоDream Big: Create a Picture of Where You Want to Be in 5, 10, or 25 YearsОбсуждениеVignette: Belize for Spring Break?ВидеоLecture: What Influences Our Financial Decisions?ВидеоVignette: Education, Retirement, or Fun?ВидеоReading: Exploring Money Personalities FurtherЧтениеLecture: Where Are You Now?ВидеоYour Personal Balance SheetОбсуждениеLecture: Turning Dreams into GoalsВидео

Graded Activities

Financial Decision-Making Influences Взаимная проверкаModule 1: Financial Goals & Assessing Your Situation QuizЗадание
03Module 2: Budgeting and Cash Flow Management12 материалов

Budgeting and Cash Flow Management

Module 2 OverviewЧтениеStreet Interview: Do You Keep Track of Your Monthly Expenses?ВидеоLecture: Budgeting OverviewВидеоStreet Interview: How Can You Avoid Overspending?ВидеоInterview: Investment Advisor InterviewВидеоVignette: Creating a BudgetВидеоLecture: Financial ServicesВидеоLecture: Alternatives to CashВидеоStreet Interview: What Are the Pros and Cons of Using a Credit Card?ВидеоPreferences for Cash Flow ManagementОбсуждение

Graded Activities

Budgeting Discussion QuestionsВзаимная проверкаModule 2: Budgeting and Cash Flow Management QuizЗадание
04Module 3: Saving Strategies12 материалов

Saving Strategies

Module 3 OverviewЧтениеStreet Interview: Do You Set Aside Money for Emergencies?ВидеоLecture: Why Save Money?ВидеоLecture: How to Start Saving MoneyВидеоShould Young Adults Save Money?ОбсуждениеVignette: Set a Savings GoalВидеоLecture: Build a Savings HabitВидеоWrite a SMART Savings Goal (Optional)Взаимная проверкаReading: America SavesЧтениеStreet Interview: What Are Some Barriers to Saving Money?ВидеоLecture: Barriers to SavingВидео

Graded Activities

Module 3: Saving StrategiesЗадание
05Module 4: The Time Value of Money4 материалов

The Time Value of Money

Module 4 OverviewЧтениеLecture: Time Value of MoneyВидеоWhat Does the Time Value of Money Look Like?Обсуждение

Graded Activities

Module 4: Time Value of MoneyЗадание
06Module 5: Borrowing and Credit15 материалов

Borrowing and Credit

Module 5 OverviewЧтениеLecture: Loans and Consumer CreditВидеоLecture: Borrowing and Credit: Pros and ConsВидеоLecture: Loan Amortization Part OneВидеоLecture: Loan Amortization Part TwoВидеоLecture: Loan Amortization Part ThreeВидеоPersonal Attitudes Towards Borrowing and DebtОбсуждениеVignette: What Is a Credit Report?ВидеоLecture: Credit ReportsВидеоLecture: Credit ScoresВидеоLoan Denial Testimonial: Bad Credit HistoryВидеоLoan Denial Testimonial: No Credit HistoryВидеоLoan Denial Testimonial: Identity TheftВидеоMonitoring Your Credit InformationОбсуждение

Graded Activities

Module 5: Borrowing and CreditЗадание
07Module 6: Investing12 материалов

Investing

Module 6 OverviewЧтениеStreet Interview: How Would You Invest $100,000?ВидеоLecture: Introduction to Investing TermsВидеоKey Investing ConceptsОбсуждениеLecture: Understanding Investment RiskВидеоStreet Interview: What Does It Mean to Diversify Investments?ВидеоLecture: Diversify Your InvestmentsВидеоBuilding on Your KnowledgeЧтениеVignette: When to Start Saving for Retirement?ВидеоWhen Should People Start Saving for Retirement?ОбсуждениеLecture: Investing Tips for Young AdultsВидео

Graded Activities

Module 6 InvestingЗадание
08Module 7: Risk Management13 материалов

Risk Management

Module 7 OverviewЧтениеLecture: Risk Management OverviewВидеоRisk Tolerance AssessmentОбсуждениеStreet Interview: Why Do You Buy Insurance?ВидеоLecture: Insurance BasicsВидеоStreet Interview: What Determines the Cost of Insurance?ВидеоLecture: Life InsuranceВидеоVignette: Are You Ready for Life Insurance?ВидеоLecture: Insurance Risk Panel DiscussionВидеоLife Insurance Needs AssessmentОбсуждениеFinancial Literacy QuizЧтениеPost-Test Financial LiteracyЗадание

Graded Activities

Risk Management QuizЗадание
09Module 8: Financial Planning as a Career12 материалов

Financial Planning as a Career

Module 8 OverviewЧтениеStreet Interview: What Does a Financial Planner Do?ВидеоLecture: Financial Planning as a Career Part OneВидеоMock-Up Video: Middle-Age Couple Meeting with a Financial PlannerВидеоMock-Up Video: Young Client Meeting with a Financial PlannerВидеоLecture: Financial Planning as a Career Part TwoВидеоInterview: Interview with a Financial Planner Video OneВидеоInterview: Interview with a Financial Planner Video TwoВидеоFinancial Planning as a Career QuizЗадание

CFPPro.org

I Am A CFP® Pro: Campaign SpokepeopleВидеоCFPPro.orgЧтениеHow was the course?PLUGIN