list 4 sequencias
assignment Nível: Introdutório
chat_bubble_outline Idioma: Inglês
card_giftcard 96 pontos
Avaliações
-
starstarstarstarstar

Informações principais

credit_card Free accesso
verified_user Certificado pago
timer 12 total de horas

Sobre o conteúdo

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.

more_horiz Ler mais
more_horiz Ler menos
dns

Programa de estudos

  • Week 1 - Orientation
     
  • Week 1 - Module 1: Setting Financial Goals and Assessing Your Situation
    In this module, you'll explore the "personal" in personal finance, use financial tools to assess where you are currently with your finances, and begin setting goals for where you'd like to be in the future.
  • Week 2 - Module 2: Budgeting and Cash Flow Management
    In this module, we will discuss the importance of budgeting in the financial planning and management process, and resources available for cash flow management. Learners will be exposed to the basic process of budgeting, a panel discussion with practicing inve...
  • Week 2 - Module 3: Saving Strategies
    In this module you'll have the opportunity to explore best practices for building a saving habit and discuss barriers to saving. Mental accounting will be introduced and considered in terms of how it can affect saving behavior.
  • Week 2 - Module 4: The Time Value of Money
    Understanding why the time value of money is a very important concept -- so important it has its own module!
  • Week 3 - Module 5: Borrowing and Credit
    The ability to use debt and credit to finance purchases has its advantages and disadvantages. Understanding topics related to loan repayment and how your borrowing and credit use behavior may impact your credit report is critical for being able to have access ...
  • Week 3 - Module 6: Investing
    In this module you'll be introduced to investment terms and key investment strategies. This foundation will allow you to better understand investment choices and information that you'll encounter throughout your life.
  • Week 4 - Module 7: Risk Management
    This module covers risk related topics related to insurance, and introduces learners to the concept of personal risk tolerance and how it might impact individualized risk management strategies.
  • Week 4 - Module 8: Financial Planning as a Career
    The module provides an overview of the career opportunities in financial planning. You will get to see what it is like to engage and assist people (clients) from a variety of walks-of life. This module is optional in terms of completion of the course certifica...
record_voice_over

Instrutores

Nicholas Paulson
Associate Professor
Department of Agricultural and Consumer Economics

Kathryn L. Sweedler
Consumer Economics Educator
University of Illinois Extension

Charles R. Chaffin
Director of Academic Programs and Initiatives
Certified Financial Planner Board of Standards

store

Criador do conteúdo

University of Illinois at Urbana-Champaign
The University of Illinois at Urbana-Champaign is a world leader in research, teaching and public engagement, distinguished by the breadth of its programs, broad academic excellence, and internationally renowned faculty and alumni. Illinois serves the world by creating knowledge, preparing students for lives of impact, and finding solutions to critical societal needs.
assistant

Plataforma

Coursera

A Coursera é uma empresa digital que oferece um curso on-line massivo e aberto, fundado pelos professores de computação Andrew Ng e Daphne Koller Stanford University, localizado em Mountain View, Califórnia.

O Coursera trabalha com as melhores universidades e organizações para disponibilizar alguns dos seus cursos on-line e oferece cursos em várias disciplinas, incluindo: física, engenharia, humanidades, medicina, biologia, ciências sociais, matemática, negócios, ciência da computação, marketing digital, ciência de dados. e outros assuntos.Cours

Você é o criador deste MOOC?
Qual a sua apinião sobre esse recurso?
Conteúdo
0/5
Platforma
0/5
Didática
0/5