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.
ofrecido por
Financial Planning for Young Adults
Universidad de Illinois en Urbana-ChampaignAcerca de este Curso
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Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Nivel principiante
Aprox. 20 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Italiano, Vietnamita, Alemán (German), Ruso (Russian), Inglés (English), Español (Spanish)
Habilidades que obtendrás
Risk ManagementBudgetSavingInvestment
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Nivel principiante
Aprox. 20 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Italiano, Vietnamita, Alemán (German), Ruso (Russian), Inglés (English), Español (Spanish)
ofrecido por
Universidad de Illinois en 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.
Programa - Qué aprenderás en este curso
2 horas para completar
Orientation
2 horas para completar
2 videos (Total 4 minutos), 5 lecturas, 2 cuestionarios
3 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.
3 horas para completar
7 videos (Total 41 minutos), 2 lecturas, 2 cuestionarios
3 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.
3 horas para completar
8 videos (Total 60 minutos), 1 lectura, 2 cuestionarios
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.
2 horas para completar
7 videos (Total 40 minutos), 2 lecturas, 2 cuestionarios
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!
1 hora para completar
1 video (Total 14 minutos), 1 lectura, 1 cuestionario
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.
2 horas para completar
11 videos (Total 59 minutos), 1 lectura, 1 cuestionario
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.
2 horas para completar
7 videos (Total 48 minutos), 2 lecturas, 1 cuestionario
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.
3 horas para completar
7 videos (Total 68 minutos), 2 lecturas, 2 cuestionarios
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.
2 horas para completar
8 videos (Total 57 minutos), 2 lecturas, 1 cuestionario
Reseñas
Principales reseñas sobre FINANCIAL PLANNING FOR YOUNG ADULTS
por SB10 de may. de 2021
this course is really beneficial, I highly recommend it to people of any age. I was in doubt about it because I read it is good for young people, but I learned a lot from this course. Thank you all.
por LG31 de mar. de 2018
Great class overall. I would like to see more updated information, as many of the links no longer work and the material is from about 2012. I would also love to see more diversity in the vignettes.
por TJ4 de ago. de 2017
Financial planning as a career seems too forceful at the end of the course. Other then that, it is a very good course with good contents and interesting videos for easy understanding.
por SV8 de may. de 2021
Amazing course highly recommended for all students, youth, teens so they have the knowledge prior before getting to the stage where they actually need to execute these things and save
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