Course Summary
This course provides a comprehensive understanding of financial planning, including topics such as budgeting, retirement planning, and investment strategies.Key Learning Points
- Learn how to create a personalized financial plan based on your individual goals and needs
- Understand the importance of diversification in investment portfolios
- Discover strategies for managing debt and improving credit scores
Job Positions & Salaries of people who have taken this course might have
- USA: $72,000 - $204,000
- India: ₹2,40,000 - ₹1,200,000
- Spain: €24,000 - €72,000
- USA: $72,000 - $204,000
- India: ₹2,40,000 - ₹1,200,000
- Spain: €24,000 - €72,000
- USA: $55,000 - $100,000
- India: ₹350,000 - ₹1,200,000
- Spain: €24,000 - €48,000
- USA: $72,000 - $204,000
- India: ₹2,40,000 - ₹1,200,000
- Spain: €24,000 - €72,000
- USA: $55,000 - $100,000
- India: ₹350,000 - ₹1,200,000
- Spain: €24,000 - €48,000
- USA: $50,000 - $120,000
- India: ₹200,000 - ₹1,200,000
- Spain: €18,000 - €60,000
Related Topics for further study
Learning Outcomes
- Create a personalized financial plan based on your individual goals and needs
- Understand the importance of diversification in investment portfolios
- Discover strategies for managing debt and improving credit scores
Prerequisites or good to have knowledge before taking this course
- No prior knowledge or experience in financial planning required
- Basic knowledge of math and accounting principles recommended
Course Difficulty Level
BeginnerCourse Format
- Online
- Self-paced
- Video Lectures
Similar Courses
- Investment Analysis and Portfolio Management
- Introduction to Corporate Finance
- Financial Markets
Notable People in This Field
- Suze Orman
- Dave Ramsey
Related Books
Description
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.
Outline
- Orientation
- Instructor Welcome
- Course Overview
- Course Syllabus
- About the Discussion Forums
- Social Media
- Updating Your Profile
- About the Financial Literacy Quiz Pretest
- Orientation Quiz
- Financial Literacy Pretest
- Module 1: Setting Financial Goals and Assessing Your Situation
- Street Interview: If Money Were No Object...
- Lecture: Dream Big
- Vignette: Belize for Spring Break?
- Lecture: What Influences Our Financial Decisions?
- Vignette: Education, Retirement, or Fun?
- Lecture: Where Are You Now?
- Lecture: Turning Dreams into Goals
- Module 1 Overview
- Reading: Exploring Money Personalities Further
- Module 1: Financial Goals & Assessing Your Situation Quiz
- Module 2: Budgeting and Cash Flow Management
- Street Interview: Do You Keep Track of Your Monthly Expenses?
- Lecture: Budgeting Overview
- Street Interview: How Can You Avoid Overspending?
- Interview: Investment Advisor Interview
- Vignette: Creating a Budget
- Lecture: Financial Services
- Lecture: Alternatives to Cash
- Street Interview: What Are the Pros and Cons of Using a Credit Card?
- Module 2 Overview
- Module 2: Budgeting and Cash Flow Management Quiz
- Module 3: Saving Strategies
- Street Interview: Do You Set Aside Money for Emergencies?
- Lecture: Why Save Money?
- Lecture: How to Start Saving Money
- Vignette: Set a Savings Goal
- Lecture: Build a Savings Habit
- Street Interview: What Are Some Barriers to Saving Money?
- Lecture: Barriers to Saving
- Module 3 Overview
- Reading: America Saves
- Module 3: Saving Strategies
- Module 4: The Time Value of Money
- Lecture: Time Value of Money
- Module 4 Overview
- Module 4: Time Value of Money
- Module 5: Borrowing and Credit
- Lecture: Loans and Consumer Credit
- Lecture: Borrowing and Credit: Pros and Cons
- Lecture: Loan Amortization Part One
- Lecture: Loan Amortization Part Two
- Lecture: Loan Amortization Part Three
- Vignette: What Is a Credit Report?
- Lecture: Credit Reports
- Lecture: Credit Scores
- Loan Denial Testimonial: Bad Credit History
- Loan Denial Testimonial: No Credit History
- Loan Denial Testimonial: Identity Theft
- Module 5 Overview
- Module 5: Borrowing and Credit
- Module 6: Investing
- Street Interview: How Would You Invest $100,000?
- Lecture: Introduction to Investing Terms
- Lecture: Understanding Investment Risk
- Street Interview: What Does It Mean to Diversify Investments?
- Lecture: Diversify Your Investments
- Vignette: When to Start Saving for Retirement?
- Lecture: Investing Tips for Young Adults
- Module 6 Overview
- Building on Your Knowledge
- Module 6 Investing
- Module 7: Risk Management
- Lecture: Risk Management Overview
- Street Interview: Why Do You Buy Insurance?
- Lecture: Insurance Basics
- Street Interview: What Determines the Cost of Insurance?
- Lecture: Life Insurance
- Vignette: Are You Ready for Life Insurance?
- Lecture: Insurance Risk Panel Discussion
- Module 7 Overview
- Financial Literacy Quiz
- Post-Test Financial Literacy
- Risk Management Quiz
- Module 8: Financial Planning as a Career
- Street Interview: What Does a Financial Planner Do?
- Lecture: Financial Planning as a Career Part One
- Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner
- Mock-Up Video: Young Client Meeting with a Financial Planner
- Lecture: Financial Planning as a Career Part Two
- Interview: Interview with a Financial Planner Video One
- Interview: Interview with a Financial Planner Video Two
- I Am A CFP® Pro: Campaign Spokepeople
- Module 8 Overview
- CFPPro.org
- Financial Planning as a Career Quiz
Summary of User Reviews
Check out the reviews for Coursera's Financial Planning course. Users have given it high marks for its comprehensive coverage of financial planning topics. Many found the course helpful in gaining a better understanding of personal finances and planning for the future.Key Aspect Users Liked About This Course
Comprehensive coverage of financial planning topicsPros from User Reviews
- Course provides a solid foundation in financial planning
- Instructors are knowledgeable and engaging
- Lessons are well-structured and easy to follow
- Course offers practical advice and tips for financial planning
- Great course for those new to financial planning
Cons from User Reviews
- Some users found the course too basic and not challenging enough
- A few users felt that the course was too focused on US financial systems and not applicable to other countries
- Some users found the quizzes and assignments to be too easy
- A few users experienced technical difficulties with the online platform
Nicholas Paulson
4.6 Raiting
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