Acerca de este Curso
4.5
100 calificaciones
19 revisiones
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel principiante

Nivel principiante

Horas para completar

Aprox. 14 horas para completar

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

Inglés (English)

Subtítulos: Inglés (English)...

Habilidades que obtendrás

Risk ManagementBudgetSavingInvestment
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel principiante

Nivel principiante

Horas para completar

Aprox. 14 horas para completar

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

Inglés (English)

Subtítulos: Inglés (English)...

Programa - Qué aprenderás en este curso

Semana
1
Horas para completar
2 horas para completar

Orientation

...
Reading
2 videos (Total: 4 min), 5 readings, 2 quizzes
Video2 videos
Course Overview1m
Reading5 lecturas
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
Quiz2 ejercicios de práctica
Orientation Quiz10m
Financial Literacy Pretest12m
Horas para completar
2 horas para completar

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 videos (Total: 41 min), 2 readings, 2 quizzes
Video7 videos
Lecture: Dream Big5m
Vignette: Belize for Spring Break?2m
Lecture: What Influences Our Financial Decisions?11m
Vignette: Education, Retirement, or Fun?3m
Lecture: Where Are You Now?9m
Lecture: Turning Dreams into Goals7m
Reading2 lecturas
Module 1 Overview10m
Reading: Exploring Money Personalities Further10m
Quiz1 ejercicio de práctica
Module 1: Financial Goals & Assessing Your Situation Quiz14m
Semana
2
Horas para completar
2 horas para completar

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 videos (Total: 60 min), 1 reading, 2 quizzes
Video8 videos
Lecture: Budgeting Overview14m
Street Interview: How Can You Avoid Overspending?2m
Interview: Investment Advisor Interview7m
Vignette: Creating a Budget2m
Lecture: Financial Services14m
Lecture: Alternatives to Cash14m
Street Interview: What Are the Pros and Cons of Using a Credit Card?2m
Reading1 lectura
Module 2 Overview10m
Quiz1 ejercicio de práctica
Module 2: Budgeting and Cash Flow Management Quiz20m
Horas para completar
2 horas para completar

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 videos (Total: 40 min), 2 readings, 2 quizzes
Video7 videos
Lecture: Why Save Money?8m
Lecture: How to Start Saving Money10m
Vignette: Set a Savings Goal2m
Lecture: Build a Savings Habit5m
Street Interview: What Are Some Barriers to Saving Money?1m
Lecture: Barriers to Saving8m
Reading2 lecturas
Module 3 Overview10m
Reading: America Saves15m
Quiz1 ejercicio de práctica
Module 3: Saving Strategies30m
Horas para completar
1 hora para completar

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 video (Total: 14 min), 1 reading, 1 quiz
Reading1 lectura
Module 4 Overview10m
Quiz1 ejercicio de práctica
Module 4: Time Value of Money20m
Semana
3
Horas para completar
2 horas para completar

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 videos (Total: 59 min), 1 reading, 1 quiz
Video11 videos
Lecture: Borrowing and Credit: Pros and Cons8m
Lecture: Loan Amortization Part One5m
Lecture: Loan Amortization Part Two6m
Lecture: Loan Amortization Part Three5m
Vignette: What Is a Credit Report?2m
Lecture: Credit Reports10m
Lecture: Credit Scores9m
Loan Denial Testimonial: Bad Credit History1m
Loan Denial Testimonial: No Credit History1m
Loan Denial Testimonial: Identity Theft1m
Reading1 lectura
Module 5 Overview10m
Quiz1 ejercicio de práctica
Module 5: Borrowing and Credit20m
Horas para completar
2 horas para completar

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 videos (Total: 48 min), 2 readings, 1 quiz
Video7 videos
Lecture: Introduction to Investing Terms13m
Lecture: Understanding Investment Risk6m
Street Interview: What Does It Mean to Diversify Investments?1m
Lecture: Diversify Your Investments9m
Vignette: When to Start Saving for Retirement?2m
Lecture: Investing Tips for Young Adults13m
Reading2 lecturas
Module 6 Overview10m
Building on Your Knowledge10m
Quiz1 ejercicio de práctica
Module 6 Investing34m
Semana
4
Horas para completar
3 horas para completar

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 videos (Total: 68 min), 2 readings, 2 quizzes
Video7 videos
Street Interview: Why Do You Buy Insurance?1m
Lecture: Insurance Basics21m
Street Interview: What Determines the Cost of Insurance?1m
Lecture: Life Insurance13m
Vignette: Are You Ready for Life Insurance?4m
Lecture: Insurance Risk Panel Discussion15m
Reading2 lecturas
Module 7 Overview10m
Financial Literacy Quiz5m
Quiz2 ejercicios de práctica
Post-Test Financial Literacy12m
Risk Management Quiz20m
Horas para completar
2 horas para completar

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 videos (Total: 57 min), 2 readings, 1 quiz
Video8 videos
Lecture: Financial Planning as a Career Part One8m
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3m
Mock-Up Video: Young Client Meeting with a Financial Planner3m
Lecture: Financial Planning as a Career Part Two20m
Interview: Interview with a Financial Planner Video One8m
Interview: Interview with a Financial Planner Video Two7m
I Am A CFP® Pro: Campaign Spokepeople2m
Reading2 lecturas
Module 8 Overview10m
CFPPro.org10m
Quiz1 ejercicio de práctica
Financial Planning as a Career Quiz10m

Instructores

Avatar

Nicholas Paulson

Associate Professor
Department of Agricultural and Consumer Economics
Avatar

Kathryn L. Sweedler

Consumer Economics Educator
University of Illinois Extension
Avatar

Charles R. Chaffin

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

Acerca de 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. ...

Preguntas Frecuentes

  • Una vez que te inscribes para obtener un Certificado, tendrás acceso a todos los videos, cuestionarios y tareas de programación (si corresponde). Las tareas calificadas por compañeros solo pueden enviarse y revisarse una vez que haya comenzado tu sesión. Si eliges explorar el curso sin comprarlo, es posible que no puedas acceder a determinadas tareas.

  • Cuando compras un Certificado, obtienes acceso a todos los materiales del curso, incluidas las tareas calificadas. Una vez que completes el curso, se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes participar del curso como oyente sin costo.

¿Tienes más preguntas? Visita el Centro de Ayuda al Alumno.