Personal & Family Financial Planning

Name: Personal & Family Financial Planning
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Author: University of Florida

课程

英语

45 时

来源

来自www.coursera.org

状况

自定进度
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9 序列
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课程详情

教学大纲

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

先决条件

没有。

讲师

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

编辑

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.