Об этом курсе: 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.
Автор: Иллинойсский университет в Урбане-Шампейне
Преподаватели: Nicholas Paulson, Associate Professor
Department of Agricultural and Consumer Economics
Преподаватели: Kathryn L. Sweedler, Consumer Economics Educator
University of Illinois Extension
Преподаватели: Charles R. Chaffin, Director of Academic Programs and Initiatives
Certified Financial Planner Board of Standards
| Уровень | Beginner |
| Выполнение | 4 weeks of study, 3-4 hours/week |
| Язык | English |
| Как пройти курс | Чтобы пройти курс, выполните все оцениваемые задания. |
| Оценки пользователей |
Программа курса
НЕДЕЛЯ 1
Orientation
2 видео, 5 материалов для самостоятельного изучения, 2 practice quizzes
- Leyendo: Course Syllabus
- Видео: Course Overview
- Leyendo: About the Discussion Forums
- Cuestionario de práctica: Orientation Quiz
- Leyendo: Social Media
- Leyendo: Updating Your Profile
- Cuadro de aviso de la discusión: Getting to Know Your Classmates
- Leyendo: About the Financial Literacy Quiz Pretest
- Cuestionario de práctica: Financial Literacy Pretest
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.
7 видео, 2 материалов для самостоятельного изучения
- Leyendo: Module 1 Overview
- Видео: Lecture: Dream Big
- Cuadro de aviso de la discusión: Dream Big: Create a Picture of Where You Want to Be in 5, 10, or 25 Years
- Видео: Vignette: Belize for Spring Break?
- Видео: Lecture: What Influences Our Financial Decisions?
- Видео: Vignette: Education, Retirement, or Fun?
- Leyendo: Reading: Exploring Money Personalities Further
- Видео: Lecture: Where Are You Now?
- Cuadro de aviso de la discusión: Your Personal Balance Sheet
- Видео: Lecture: Turning Dreams into Goals
Оцениваемый: Financial Decision-Making Influences
Оцениваемый: Module 1: Financial Goals & Assessing Your Situation Quiz
НЕДЕЛЯ 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 investment advisors, and a comparative discussion of the more common tools and methods for managing cash flows.
8 видео, 1 материал для самостоятельного изучения
- Leyendo: Module 2 Overview
- Видео: Lecture: Budgeting Overview
- Видео: Street Interview: How Can You Avoid Overspending?
- Видео: Interview: Investment Advisor Interview
- Видео: Vignette: Creating a Budget
- Видео: Lecture: Financial Services
- Видео: Lecture: Alternatives to Cash
- Видео: Street Interview: What Are the Pros and Cons of Using a Credit Card?
- Cuadro de aviso de la discusión: Preferences for Cash Flow Management
Оцениваемый: Budgeting Discussion Questions
Оцениваемый: Module 2: Budgeting and Cash Flow Management Quiz
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.
7 видео, 2 материалов для самостоятельного изучения
- Leyendo: Module 3 Overview
- Видео: Lecture: Why Save Money?
- Видео: Lecture: How to Start Saving Money
- Cuadro de aviso de la discusión: Should Young Adults Save Money?
- Видео: Vignette: Set a Savings Goal
- Видео: Lecture: Build a Savings Habit
- Revisión por el compañero: Write a SMART Savings Goal (Optional)
- Leyendo: Reading: America Saves
- Видео: Street Interview: What Are Some Barriers to Saving Money?
- Видео: Lecture: Barriers to Saving
Оцениваемый: Module 3: Saving Strategies
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!
1 видео, 1 материал для самостоятельного изучения
- Leyendo: Module 4 Overview
- Cuadro de aviso de la discusión: What Does the Time Value of Money Look Like?
Оцениваемый: Module 4: Time Value of Money
НЕДЕЛЯ 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 to debt and credit use in the future.
11 видео, 1 материал для самостоятельного изучения
- Leyendo: Module 5 Overview
- Видео: Lecture: Borrowing and Credit: Pros and Cons
- Видео: Lecture: Loan Amortization Part One
- Видео: Lecture: Loan Amortization Part Two
- Видео: Lecture: Loan Amortization Part Three
- Cuadro de aviso de la discusión: Personal Attitudes Towards Borrowing and Debt
- Видео: Vignette: What Is a Credit Report?
- Видео: Lecture: Credit Reports
- Видео: Lecture: Credit Scores
- Видео: Loan Denial Testimonial: Bad Credit History
- Видео: Loan Denial Testimonial: No Credit History
- Видео: Loan Denial Testimonial: Identity Theft
- Cuadro de aviso de la discusión: Monitoring Your Credit Information
Оцениваемый: Module 5: Borrowing and Credit
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.
7 видео, 2 материалов для самостоятельного изучения
- Leyendo: Module 6 Overview
- Видео: Lecture: Introduction to Investing Terms
- Cuadro de aviso de la discusión: Key Investing Concepts
- Видео: Lecture: Understanding Investment Risk
- Видео: Street Interview: What Does It Mean to Diversify Investments?
- Видео: Lecture: Diversify Your Investments
- Leyendo: Building on Your Knowledge
- Видео: Vignette: When to Start Saving for Retirement?
- Cuadro de aviso de la discusión: When Should People Start Saving for Retirement?
- Видео: Lecture: Investing Tips for Young Adults
Оцениваемый: Module 6 Investing
НЕДЕЛЯ 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.
7 видео, 2 материалов для самостоятельного изучения, 1 practice quiz
- Leyendo: Module 7 Overview
- Cuadro de aviso de la discusión: Risk Tolerance Assessment
- Видео: Street Interview: Why Do You Buy Insurance?
- Видео: Lecture: Insurance Basics
- Видео: Street Interview: What Determines the Cost of Insurance?
- Видео: Lecture: Life Insurance
- Видео: Vignette: Are You Ready for Life Insurance?
- Видео: Lecture: Insurance Risk Panel Discussion
- Cuadro de aviso de la discusión: Life Insurance Needs Assessment
- Leyendo: Financial Literacy Quiz
- Cuestionario de práctica: Post-Test Financial Literacy
Оцениваемый: Risk Management Quiz
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 certificate. There is no required assignment in this module.
8 видео, 2 материалов для самостоятельного изучения, 1 practice quiz
- Leyendo: Module 8 Overview
- Видео: Lecture: Financial Planning as a Career Part One
- Видео: Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner
- Видео: Mock-Up Video: Young Client Meeting with a Financial Planner
- Видео: Lecture: Financial Planning as a Career Part Two
- Видео: Interview: Interview with a Financial Planner Video One
- Видео: Interview: Interview with a Financial Planner Video Two
- Cuestionario de práctica: Financial Planning as a Career Quiz
- Видео: I Am A CFP® Pro: Campaign Spokepeople
- Leyendo: CFPPro.org
Часто задаваемые вопросы
Как это работает
Trabajo del curso
Cada curso es como un libro de texto interactivo, con videos pregrabados, cuestionarios y proyectos.
Ayuda de tus compañeros
Conéctate con miles de estudiantes y debate ideas y materiales del curso, y obtén ayuda para dominar los conceptos.
Certificados
Obtén reconocimiento oficial por tu trabajo y comparte tu éxito con amigos, compañeros y empleadores.
Авторы
Иллинойсский университет в Урбане-Шампейне
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.
Стоимость
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Рейтинги и отзывы
Loved this class. Appreciate so much that it was so practical. A basic class, but thorough. Just what I needed.
Great introductory course with a general overview of financial planning.
Great class overall. I would like to see more updated information, as many of the links no longer work and the material is from about 2012. I would also love to see more diversity in the vignettes.
Coursera делает лучшее в мире образование доступным каждому, предлагая онлайн-курсы от ведущих университетов и организаций.
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BK
Great source of knowledge to build a base if you are looking to become a CFP or even just a career in fina