Informações sobre o curso: 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.
Desenvolvido por: University of Florida
Ministrado por: Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
| Idioma | English |
| Como ser aprovado | Seja aprovado em todas as tarefas para concluir o curso. |
| Classificação do usuário |
Programa
SEMANA 1
Understanding Personal Finance
Path to financial security and time value of money.
4 vídeos, 1 leitura
- 阅读: Course Introduction: Understanding Personal Finance
- Vídeo: Path to Financial Security
- Vídeo: Time Value of Money
- Vídeo: Assignment
- 讨论提示: Discussion 1
Nota atribuída: Time Value of Money Assignment
Nota atribuída: Quiz 1
SEMANA 2
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.
5 vídeos, 1 leitura
- 阅读: Financial Statements, Tools, and Budgets
- Vídeo: Managing Your Flows
- Vídeo: Creating and Reviewing Your Statements
- Vídeo: Analyzing Your Financial Statements
- Vídeo: Assignment
- 讨论提示: Discussion 2
Nota atribuída: Financial Record Keeping Assignment
Nota atribuída: Quiz 2
SEMANA 3
Managing Income Taxes
Income tax basics.
3 vídeos, 1 leitura
- 阅读: Managing Income Taxes
- Vídeo: Understanding Income Taxes
- Vídeo: Assignment
- 讨论提示: Discussion 3
Nota atribuída: Tax Planning Assignment
Nota atribuída: Quiz 3 - Taxation
SEMANA 4
Building and Maintaining Good Credit
Credit basics.
4 vídeos, 1 leitura
- 阅读: Building and Maintaining Good Credit
- Vídeo: Credit Basics and Debt Management
- Vídeo: Credit Reports and Scores
- Vídeo: Assignment
- 讨论提示: Discussion 4
Nota atribuída: Credit Report Assignment
Nota atribuída: Quiz 4 - Credit
SEMANA 5
Managing Risk
Risk management basics and insurance overview.
4 vídeos, 1 leitura
- 阅读: Managing Risk
- Vídeo: Insurance Decision Making
- Vídeo: Introduction to Risk Management
- Vídeo: Assignment
- 讨论提示: Discussion 5
Nota atribuída: Insurance Assignment
Nota atribuída: Quiz 5 - Risk Management
SEMANA 6
Investment Fundamentals
Rules of investing; Debt and equity.
5 vídeos, 1 leitura
- 阅读: Investment Fundamentals
- Vídeo: Saving and Investing
- Vídeo: Owner or Lender
- Vídeo: Rules of Investing
- Vídeo: Assignment
- 讨论提示: Discussion 6
Nota atribuída: Quiz 6
SEMANA 7
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.
3 vídeos, 1 leitura
- 阅读: Mutual Funds
- Vídeo: Mutual Funds
- Vídeo: Assignment
- 讨论提示: Discussion 7
Nota atribuída: Mutual Funds Assignment
Nota atribuída: Quiz 7 - Mutual Funds
SEMANA 8
Personal Plan of Action
Putting your personal plan together.
2 vídeos, 1 leitura
- 阅读: Personal Plan of Action
- Vídeo: Putting Your Plan Together
SEMANA 9
Bonus Module
1 leitura
- 阅读: IRS Bonus Module: Steps to be a VITA Volunteer
Perguntas frequentes
Como funciona
课程作业
每门课程都像是一本互动的教科书，具有预先录制的视频、测验和项目。
来自同学的帮助
与其他成千上万的学生相联系，对想法进行辩论，讨论课程材料，并寻求帮助来掌握概念。
证书
获得正式认证的作业，并与朋友、同事和雇主分享您的成功。
Desenvolvedores
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.
Custo
| Comprar curso | |
|---|---|
| Acesso aos materiais do curso | Disponível |
| Acesso a materiais valendo nota | Disponível |
| Receba uma nota final | Disponível |
| Obtenha um Certificado de Curso compartilhável | Disponível |
Classificações e avaliações
I Enjoyed It, somewhat
The course is well designed for a beginner who wish to understand Personal & Family Financial Planning and wants a kick start getting hold of his finances. The course takes you step by step and provide sufficient material as tools to manage your finances. Though more suited for residents of United States, the basic structure is still useful in carving out if you are looking for requisite understanding in family financial planning.
Excellent
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The course was very accessible and very at ease when it came to completing the various assignments for evaluation. Was very satisfied with the video presentations and the various tutorials as well.