Personal & Family Financial Planning
€0, aangeboden door Coursera
About this course: Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
Created by:Â Â Â University of Florida
Taught by:Â Â Â Â Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
Language
English
How To Pass
Pass all graded assignments to complete the course.
User Ratings
4.8 stars
Average User Rating 4.8See all 2 reviews
Coursework
Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.
Help from your peers
Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.
Certificates
Earn official recognition for your work, and share your success with friends, colleagues, and employers.
About University of Florida
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.
Syllabus
WEEK 1
Understanding Personal Finance
Path to financial security and time value of money.Â
4 videos, 1 reading
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Graded: Time Value of Money Assignment
WEEK 2
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.Â
5 videos, 1 reading
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Graded: Financial Record Keeping Assignment
WEEK 3
Managing Income Taxes
Income tax basics.Â
3 videos, 1 reading
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Graded: Tax Planning Assignment
WEEK 4
Building and Maintaining Good Credit
Credit basics.Â
4 videos, 1 reading
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Graded: Credit Report Assignment
WEEK 5
Managing Risk
Risk management basics and insurance overview.Â
4 videos, 1 reading
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Graded: Insurance Assignment
WEEK 6
Investment Fundamentals
Rules of investing; Debt and equity.Â
5 videos, 1 reading
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Graded: Quiz 6
WEEK 7
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.Â
3 videos, 1 reading
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Graded: Mutual Funds Assignment
WEEK 8
Personal Plan of Action
Putting your personal plan together.Â
2 videos, 1 reading
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WEEK 9
Bonus Module
Â
1 reading
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