Personal & Family Financial Planning

Course
en
English
45 h
This content is rated 4.5 out of 5
Source
  • From www.coursera.org
Conditions
  • Self-paced
  • Free Access
  • Fee-based Certificate
More info
  • 9 Sequences
  • Introductive Level

Course details

Syllabus

  • Week 1 - Understanding Personal Finance
    Path to financial security and time value of money.
  • Week 2 - Financial Statements, Tools, and Budgets
    Managing your flows and reviewing your statements.
  • Week 3 - Managing Income Taxes
    Income tax basics.
  • Week 4 - Building and Maintaining Good Credit
    Credit basics.
  • Week 5 - Managing Risk
    Risk management basics and insurance overview.
  • Week 6 - Investment Fundamentals
    Rules of investing; Debt and equity.
  • Week 7 - Investing Through Mutual Funds
    Mutual funds and managed portfolios; create a personal investment plan.
  • Week 8 - Personal Plan of Action
    Putting your personal plan together.
  • Week 9 - Bonus Module
     

Prerequisite

None

Instructors

Michael S. Gutter, Ph.D.
Professor
Family, Youth & Community Science

Editor

The University of Florida (UF) is recognized nationally and internationally as a leader in academic excellence, both on campus and online. Ranked in the top 20 of Public Universities, the University of Florida is the state’s oldest university and has a long established tradition of academic excellence.

Platform

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