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Risk Management in Personal Finance · LearnSpace
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Risk Management in Personal Finance

Курс от SoFi
Начальный≈ 6.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance, renters insurance, auto insurance, and umbrella insurance. You will also learn about estate planning, including the documents involved and special considerations for new parents. This course helps you understand how protecting your money is an important part of financial planning. It is geared towards learners in the United States of America. It is part of The Fundamentals of Personal Finance specialization but can be taken as a standalone course as well.

Навыки, которые вы освоите

Insurance PoliciesInsuranceNeeds AssessmentEstate PlanningFinancial PlanningHealth CareAsset ProtectionRisk ManagementDocument Management

Программа курса

4 модулей · 55 учебных материалов

01Understanding Basic Insurance Concepts17 материалов

Fitting Insurance in Your Plan

Welcome to Risk Management in Personal FinanceЧтениеWhen Insurance Makes SenseВидеоThe Role of Insurance in a Financial PlanЧтениеWhat Types of Insurance Do You NeedЧтение

Учитесь у экспертов

Brian Walsh

Senior Manager, Financial Planner

Risk Management in Personal Finance
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 6.6 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
Different Types of InsuranceЗадание

Understanding The Basics of Health Insurance

How Health Insurance WorksВидеоKey Considerations for Health InsuranceЧтениеThe Basics of Health InsuranceЗадание

Diving Into Specific Health Insurance Options

How Common Health Plans WorkВидеоA Deep Dive into Health Maintenance Organization (HMO) PlansЧтениеA Deep Dive into Preferred Provider Organization (PPO) PlansЧтениеA Deep Dive into High Deductible Health Plans (HDHP)ЧтениеA Deep Dive into Individual Health InsuranceЧтениеChoosing the Right Type of Health InsuranceВидеоComparing Different Types of Health InsuranceЗаданиеActivity - Evaluate Your Health InsuranceЧтение

Module Quiz

Understanding Basic Insurance ConceptsЗадание
02Protecting Against Death and Disability17 материалов

Understanding Different Types of Life Insurance

What Is Life Insurance and Why Do You Need ItВидеоTerm vs Permanent Life InsuranceВидеоTips for Comparing Life Insurance PoliciesЧтениеTerm vs Whole Life InsuranceЧтениеTerm vs Whole LifeЗадание

Having the Right Amount of Life Insurance

How Much Life Insurance Do You NeedВидеоActivity - Calculate Your Insurance NeedЧтениеHow Life Insurance Needs Change Over TimeВидеоAmount of Life Insurance NeededЗадание

Protecting Your Income with Disability Insurance

What Is Disability Insurance and Why Do You Need ItВидеоGroup vs Individual Disability InsuranceВидеоThe Basics of Disability InsuranceЗаданиеShort vs Long Term Disability InsuranceЧтениеWhy the Definition of Disability MattersЧтениеDifferent Types of Disability InsuranceЗадание

Module Quiz

Protecting Against Death and DisabilityЗадание
03Insuring Your Home, Apartment, and Car12 материалов

Insuring Your Home

The Basics of Homeowners and Renters InsuranceВидеоKey Considerations for Homeowners Insurance PoliciesЧтениеHomeowners InsuranceЗадание

Insuring Your Apartment

Key Considerations for Renters Insurance PoliciesЧтениеChoosing the Right Deductible for YouЧтениеRenters InsuranceЗадание

Insuring Your Car

The Basics of Auto InsuranceВидеоAuto InsuranceЗадание

Insuring Against Legal Liability

The Basics of Umbrella InsuranceВидеоUmbrella Insurance Ins and OutsЧтениеUmbrella InsuranceЗадание

Module Quiz

Insuring Your Home, Apartment, and CarЗадание
04Implementing Basic Estate Documentation9 материалов

Understanding Basic Estate Documents

The Basics of Estate PlanningВидеоDoes Everyone Need an Estate Plan?ЧтениеDoes Everyone Need an Estate Plan?ЧтениеDo I Need a Trust?ЧтениеThe Basics of Estate DocumentationЗадание

Implementing Relevant Estate Documents

Estate Planning for New ParentsЧтениеExplaining Common Estate DocumentsЧтениеEstate Documentation Based on SituationsЗадание

Module Quiz

Implementing Basic Estate DocumentationЗадание
Activity - Evaluate Your Disability InsuranceЧтение