Thank you

I absolutely love this course! Recently I decided to become a FInancial Coach and the information here is very detailed & explained well. This course has given me a good refresher, and I've also learned some new things. I now have the confidence I needed to better assist my clients since starting this course. Thank you so much for creating such a wonderful course!!

Very informative!

Quite interesting, but the assignment and quiz questions for the verified certificate and very easy (there are some more complex assignment tasks mentioned in the course, but they aren't actually included in the grading). The content is also *very* parochial (US-centric), which is good if non-US students want to learn a bit about the foibles of the US version of retirement savings, medical insurance and mutual fund fees... A good introduction to the core areas of financial planning if you are just starting out.

The lecturer does emphasize actively managed mutual funds a lot - I'd suggest reading up on the research that shows that most of these actually underperform the relevant market index once fees (and survivor bias - poorly performing funds tend to be closed down and disappear from the performance tables) are taken into account, so a mix of low-cost index funds may be worth checking out.