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Introduction to Personal Finance · LearnSpace
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Introduction to Personal Finance

Курс от SoFi
Начальный≈ 11.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course is a general overview of a variety of personal finance topics - including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes. Taught by two CERTIFIED FINANCIAL PLANNER™ Professionals, the concepts are broken down through videos, readings, and activities so you can apply what you are learning in real time. The course provides the foundation to build on for the rest of The Fundamentals of Personal Finance Specialization or as a standalone survey course to improve your understanding of basic personal finance terminology, as well as how they apply to your own financial situation. Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future. This course is geared towards learners in the United States of America.

Навыки, которые вы освоите

Smart GoalsBudgetingTaxGoal SettingFinancial PlanningCash FlowsIncome TaxBalance SheetBudget ManagementGeneral FinanceFinancial AnalysisExpense ManagementCredit RiskSelf-AwarenessCash ManagementTax PlanningDecision Making

Программа курса

4 модулей · 118 учебных материалов

01Approaching Your Finances with Purpose30 материалов

The Benefits of Financial Planning

About Your InstructorЧтениеCourse IntroductionВидеоActivity - Financial KnowledgeЧтениеThe Basics of Financial PlanningВидео

Учитесь у экспертов

Brian Walsh

Senior Manager, Financial Planner

Introduction to Personal Finance
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 11.9 ч

4 модулей

Язык: Английский

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

Часть программы вашего университета
Activity - Identify Interests, Fears, and QuestionsЧтение
Life Cycle of Financial PlanningВидео
Tips for Creating a Financial PlanЧтение
An Introduction to Financial PlanningЗадание

The Financial Planning Process

Financial Planning in 6 StepsВидеоHow to Plan for Your FutureЧтениеThe Financial Planning ProcessЗадание

Your Relationship with Money

Understand the Human Side of Personal FinancesВидеоOverview of Money PersonalitiesЧтениеActivity-Take Your Money Personality Assessment (KSMI)ЧтениеDeep Dive into Personality 1 - Money WorshipВидеоDeep Dive into Personality 2 - Money AvoidanceВидеоDeep Dive into Personality 3 - Money VigilanceВидеоDeep Dive into Personality 4 - Money StatusВидеоCommon Money Personalities AssessmentЗадание

Couples and Money

Managing Finances with a Partner – Where to StartВидеоManaging Finances with a Partner – Joint Accounts, Separate Accounts or Some of Both?ВидеоWorking with Your Partner on FinancesВидеоRoles and ResponsibilityЗадание

How Emotions Impact Your Finances

Improving Your Relationship With MoneyЧтениеUnderstanding and Overcoming Loss AversionВидеоUnderstanding and Overcoming Hindsight BiasВидеоUnderstanding and Overcoming Confirmation BiasВидеоUnderstanding and Overcoming Reference BiasВидеоBehavioral BiasЗадание

Module Quiz

Approaching Your Finances with PurposeЗадание
02Understanding Your Net Worth and Credit Score27 материалов

Understanding What You Own

What is Net Worth and Why Does it Matter?ВидеоWhat Are Liquid Assets and How Do They Work?ЧтениеTypes of Assets - Understanding What You OwnВидеоMeasuring and Assessing Your LiquidityВидеоMatching Assets to CategoriesЗаданиеWhat Are the Different Types of Debt?ЧтениеTypes of Debt - Understanding What You OweВидеоMatching Liabilities to CategoriesЗаданиеUsing Personal Finance Tools to Understand What You Own and OweВидеоActivity - Determine Your Assets, Liabilities, and Net Worth Чтение

The Fundamentals of Your Credit Score

What is a Credit Score and Why Does It Matter?ВидеоWho Determines Your Credit Score?ВидеоWhat is a FICO Score?ЧтениеThe Ins and Outs of Credit ScoresЗаданиеKey Components of Your Credit ScoreВидеоWhat’s Your Credit Score?Видео

Obtaining and Monitoring Your Credit Score

Activity - Obtain and Assess Your Credit Score ЧтениеHow to Request and Review Your Credit ReportВидеоActivity - Obtain Your Credit ReportЧтениеChecking In on Your Credit ScoreЗадание

Improving and Protecting Your Credit Score

How to Improve Your Credit ScoreВидеоHow to Build Credit Over TimeЧтение9 Most Common Credit Score MistakesВидеоProtecting Your CreditВидеоImproving Your Credit Score Over TimeЗадание

Module Quiz

Understanding Your Net Worth and Credit ScoreЗадание
03Assessing Your Cash Flow and Taxes29 материалов

Assessing Your Cash Flow

Understanding Cash FlowВидеоWhat is Disposable Income?ЧтениеMaximizing Your Cash FlowВидеоHow to Improve Personal Cash FlowЧтениеMatch Income and Expenses to CategoriesЗадание

Monitoring and Updating Your Cash Flow

Cash Flow Changes in Different Life StagesВидео7 Life Events You Should Financially Prepare ForЧтениеManaging Uneven Cash FlowВидеоCalculating Cash Flow ЗаданиеWays to Determine Your Cash FlowВидеоActivity - Calculate Your Monthly Cash FlowЧтениеWays to Determine Your Cash FlowЗадание

Key Financial Ratios for Your Finances

Understanding Different Personal Finance RatiosЧтениеHow to Evaluate Your Personal FinancesЧтениеHow Much of Your Paycheck Should You Save?ЧтениеWhy Your Debt to Income Ratio MattersЧтениеKey Ratios of Your Personal FinancesЗаданиеActivity - Calculate Your Financial RatiosЧтение

The Basics of Taxes

Types of TaxesВидеоWhat Are the Different Types of Taxes?ЧтениеTypes of TaxesЗаданиеHow Income Tax Withholding WorksВидеоUnderstanding Your Key Tax NumbersВидеоWhat Tax Bracket Am I In?ЧтениеHow Income Tax Withholding Works

Module Quiz

Assessing Your Cash Flow and TaxesЗадание
04Planning and Budgeting for Your Future32 материалов

Selecting the Right Budget for You

Budgeting BasicsВидеоThere Isn’t One RIGHT Way to BudgetВидео5 Different Types of Budgeting MethodsЧтениеActivity - Identify Your Budgeting ApproachЧтениеDifferent Ways to BudgetЗадание

Creating and Maintaining a Budget

7 Tips for Budgeting SuccessВидеоHow To Make A BudgetЧтениеSetting Up Your Budget Using the 50/30/20 ApproachВидеоActivity - Build Your BudgetЧтениеChecking in on Your BudgetВидеоEstablishing a BudgetЗадание

Adjusting Your Budget Over Time

Adjusting Your Budget as Life HappensВидеоWays to Reduce Your SpendingВидеоWays to Increase Your IncomeВидеоHow to Stop Spending Money: 7 Strategies to Curb OverspendingЧтениеMaintaining and Updating Your BudgetЗадание

Understanding Your Financial Goals

3 Types of Financial GoalsВидео6 Tips to Achieve Your Financial GoalsВидеоHow to Set Money GoalsЧтениеSmart Short Term Financial Goals to Set for YourselfЧтениеThe Importance of Setting Your Long-Term Financial GoalsЧтениеDefine Common Financial GoalsЗадание

Your Next Money Move

A Framework for Your Next Money MoveВидеоWhy the Order of Your Goals MatterВидеоDefine the YNMM FrameworkЗаданиеActivity - Identify Your Financial GoalsЧтениеApplying the YNMM Framework to Your FinancesВидеоSteps in the YNMM ProcessЗадание

Refining Your Financial Goals

Setting SMART Financial GoalsВидеоInvesting vs. Saving: Finding a BalanceЧтениеSMART Financial GoalsЗадание

Module Quiz

Planning and Budgeting for Your FutureЗадание
The Components of Your Credit ScoreЗадание
Чтение
Preparing to File Your TaxesВидео
Taxes - DIY vs. Hiring a ProВидео
Tax ConceptsЗадание