Informações sobre o curso
4.5
100 classificações
19 avaliações
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Nível iniciante

Nível iniciante

Horas para completar

Aprox. 14 horas para completar

Sugerido: 4 weeks of study, 3-4 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês...

Habilidades que você terá

Risk ManagementBudgetSavingInvestment
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Nível iniciante

Nível iniciante

Horas para completar

Aprox. 14 horas para completar

Sugerido: 4 weeks of study, 3-4 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês...

Programa - O que você aprenderá com este curso

Semana
1
Horas para completar
2 horas para concluir

Orientation

...
Reading
2 vídeos (Total de 4 min), 5 leituras, 2 testes
Video2 videos
Course Overview1min
Reading5 leituras
Course Syllabus10min
About the Discussion Forums10min
Social Media10min
Updating Your Profile10min
About the Financial Literacy Quiz Pretest10min
Quiz2 exercícios práticos
Orientation Quiz10min
Financial Literacy Pretest12min
Horas para completar
2 horas para concluir

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....
Reading
7 vídeos (Total de 41 min), 2 leituras, 2 testes
Video7 videos
Lecture: Dream Big5min
Vignette: Belize for Spring Break?2min
Lecture: What Influences Our Financial Decisions?11min
Vignette: Education, Retirement, or Fun?3min
Lecture: Where Are You Now?9min
Lecture: Turning Dreams into Goals7min
Reading2 leituras
Module 1 Overview10min
Reading: Exploring Money Personalities Further10min
Quiz1 exercícios práticos
Module 1: Financial Goals & Assessing Your Situation Quiz14min
Semana
2
Horas para completar
2 horas para concluir

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....
Reading
8 vídeos (Total de 60 min), 1 leitura, 2 testes
Video8 videos
Lecture: Budgeting Overview14min
Street Interview: How Can You Avoid Overspending?2min
Interview: Investment Advisor Interview7min
Vignette: Creating a Budget2min
Lecture: Financial Services14min
Lecture: Alternatives to Cash14min
Street Interview: What Are the Pros and Cons of Using a Credit Card?2min
Reading1 leituras
Module 2 Overview10min
Quiz1 exercícios práticos
Module 2: Budgeting and Cash Flow Management Quiz20min
Horas para completar
2 horas para concluir

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....
Reading
7 vídeos (Total de 40 min), 2 leituras, 2 testes
Video7 videos
Lecture: Why Save Money?8min
Lecture: How to Start Saving Money10min
Vignette: Set a Savings Goal2min
Lecture: Build a Savings Habit5min
Street Interview: What Are Some Barriers to Saving Money?1min
Lecture: Barriers to Saving8min
Reading2 leituras
Module 3 Overview10min
Reading: America Saves15min
Quiz1 exercícios práticos
Module 3: Saving Strategies30min
Horas para completar
1 horas para concluir

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!...
Reading
1 vídeos (Total de 14 min), 1 leitura, 1 teste
Reading1 leituras
Module 4 Overview10min
Quiz1 exercícios práticos
Module 4: Time Value of Money20min
Semana
3
Horas para completar
2 horas para concluir

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....
Reading
11 vídeos (Total de 59 min), 1 leitura, 1 teste
Video11 videos
Lecture: Borrowing and Credit: Pros and Cons8min
Lecture: Loan Amortization Part One5min
Lecture: Loan Amortization Part Two6min
Lecture: Loan Amortization Part Three5min
Vignette: What Is a Credit Report?2min
Lecture: Credit Reports10min
Lecture: Credit Scores9min
Loan Denial Testimonial: Bad Credit History1min
Loan Denial Testimonial: No Credit History1min
Loan Denial Testimonial: Identity Theft1min
Reading1 leituras
Module 5 Overview10min
Quiz1 exercícios práticos
Module 5: Borrowing and Credit20min
Horas para completar
2 horas para concluir

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....
Reading
7 vídeos (Total de 48 min), 2 leituras, 1 teste
Video7 videos
Lecture: Introduction to Investing Terms13min
Lecture: Understanding Investment Risk6min
Street Interview: What Does It Mean to Diversify Investments?1min
Lecture: Diversify Your Investments9min
Vignette: When to Start Saving for Retirement?2min
Lecture: Investing Tips for Young Adults13min
Reading2 leituras
Module 6 Overview10min
Building on Your Knowledge10min
Quiz1 exercícios práticos
Module 6 Investing34min
Semana
4
Horas para completar
3 horas para concluir

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....
Reading
7 vídeos (Total de 68 min), 2 leituras, 2 testes
Video7 videos
Street Interview: Why Do You Buy Insurance?1min
Lecture: Insurance Basics21min
Street Interview: What Determines the Cost of Insurance?1min
Lecture: Life Insurance13min
Vignette: Are You Ready for Life Insurance?4min
Lecture: Insurance Risk Panel Discussion15min
Reading2 leituras
Module 7 Overview10min
Financial Literacy Quiz5min
Quiz2 exercícios práticos
Post-Test Financial Literacy12min
Risk Management Quiz20min
Horas para completar
2 horas para concluir

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....
Reading
8 vídeos (Total de 57 min), 2 leituras, 1 teste
Video8 videos
Lecture: Financial Planning as a Career Part One8min
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3min
Mock-Up Video: Young Client Meeting with a Financial Planner3min
Lecture: Financial Planning as a Career Part Two20min
Interview: Interview with a Financial Planner Video One8min
Interview: Interview with a Financial Planner Video Two7min
I Am A CFP® Pro: Campaign Spokepeople2min
Reading2 leituras
Module 8 Overview10min
CFPPro.org10min
Quiz1 exercícios práticos
Financial Planning as a Career Quiz10min

Instrutores

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Nicholas Paulson

Associate Professor
Department of Agricultural and Consumer Economics
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Kathryn L. Sweedler

Consumer Economics Educator
University of Illinois Extension
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Charles R. Chaffin

Director of Academic Programs and Initiatives
Certified Financial Planner Board of Standards

Sobre 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. ...

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