Acerca de este 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.
Creada por: Universidad de Florida
Enseñado por: Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
| Idioma | English |
| Cómo aprobar | Aprueba todas las tareas calificadas para completar el curso. |
| Calificaciones del usuario |
Programa
SEMANA 1
Understanding Personal Finance
Path to financial security and time value of money.
4 videos, 1 reading
- Vídeo: Announcement
- Reading: Course Introduction: Understanding Personal Finance
- Vídeo: Path to Financial Security
- Vídeo: Time Value of Money
- Vídeo: Assignment
- Discussion Prompt: Discussion 1
Calificado: Time Value of Money Assignment
Calificado: Quiz 1
SEMANA 2
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.
5 videos, 1 reading
- Vídeo: Announcement
- Reading: Financial Statements, Tools, and Budgets
- Vídeo: Managing Your Flows
- Vídeo: Creating and Reviewing Your Statements
- Vídeo: Analyzing Your Financial Statements
- Vídeo: Assignment
- Discussion Prompt: Discussion 2
Calificado: Financial Record Keeping Assignment
Calificado: Quiz 2
SEMANA 3
Managing Income Taxes
Income tax basics.
3 videos, 1 reading
- Vídeo: Announcement
- Reading: Managing Income Taxes
- Vídeo: Understanding Income Taxes
- Vídeo: Assignment
- Discussion Prompt: Discussion 3
Calificado: Tax Planning Assignment
Calificado: Quiz 3 - Taxation
SEMANA 4
Building and Maintaining Good Credit
Credit basics.
4 videos, 1 reading
- Vídeo: Announcement
- Reading: Building and Maintaining Good Credit
- Vídeo: Credit Basics and Debt Management
- Vídeo: Credit Reports and Scores
- Vídeo: Assignment
- Discussion Prompt: Discussion 4
Calificado: Credit Report Assignment
Calificado: Quiz 4 - Credit
SEMANA 5
Managing Risk
Risk management basics and insurance overview.
4 videos, 1 reading
- Vídeo: Announcement
- Reading: Managing Risk
- Vídeo: Insurance Decision Making
- Vídeo: Introduction to Risk Management
- Vídeo: Assignment
- Discussion Prompt: Discussion 5
Calificado: Insurance Assignment
Calificado: Quiz 5 - Risk Management
SEMANA 6
Investment Fundamentals
Rules of investing; Debt and equity.
5 videos, 1 reading
- Vídeo: Announcement
- Reading: Investment Fundamentals
- Vídeo: Saving and Investing
- Vídeo: Owner or Lender
- Vídeo: Rules of Investing
- Vídeo: Assignment
- Discussion Prompt: Discussion 6
Calificado: Quiz 6
SEMANA 7
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.
3 videos, 1 reading
- Vídeo: Announcement
- Reading: Mutual Funds
- Vídeo: Mutual Funds
- Vídeo: Assignment
- Discussion Prompt: Discussion 7
Calificado: Mutual Funds Assignment
Calificado: Quiz 7 - Mutual Funds
SEMANA 8
Personal Plan of Action
Putting your personal plan together.
2 videos, 1 reading
- Vídeo: Announcement
- Reading: Personal Plan of Action
- Vídeo: Putting Your Plan Together
SEMANA 9
Bonus Module
1 reading
- Reading: IRS Bonus Module: Steps to be a VITA Volunteer
Preguntas Frecuentes
Cómo funciona
Coursework
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Creadores
Universidad de 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.
Tarifa
| Comprar curso | |
|---|---|
| Accede a los materiales del curso | Disponible |
| Accede a los materiales con calificación | Disponible |
| Recibe una calificación final | Disponible |
| Obtén un Certificado de curso para compartir | Disponible |
Calificaciones y revisiones
Excellent
Excellent course! It was presented in a very simple, understandable way that allowed me to take in all the information presented to me. I feel much more comfortable managing my own finances and personal wealth going forward!
This course was very well presented with examples, inter
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DP
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.