Acerca de este Curso
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Nivel principiante

Aprox. 14 horas para completar

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

Inglés (English)

Subtítulos: Inglés (English)

Habilidades que obtendrás

Risk ManagementBudgetSavingInvestment
Los estudiantes que toman este Course son
  • Financial Advisors
  • Paralegals
  • UI/UX Designers
  • Receptionists
  • Chief Operations Officers (COOs)

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.

Nivel principiante

Aprox. 14 horas para completar

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

Inglés (English)

Subtítulos: Inglés (English)

Programa - Qué aprenderás en este curso

Semana
1
2 horas para completar

Orientation

2 videos (Total 4 minutos), 5 lecturas, 2 cuestionarios
2 videos
Course Overview1m
5 lecturas
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
2 ejercicios de práctica
Orientation Quiz10m
Financial Literacy Pretest12m
2 horas para completar

Module 1: Setting Financial Goals and Assessing Your Situation

7 videos (Total 41 minutos), 2 lecturas, 2 cuestionarios
7 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
2 lecturas
Module 1 Overview10m
Reading: Exploring Money Personalities Further10m
1 ejercicio de práctica
Module 1: Financial Goals & Assessing Your Situation Quiz14m
Semana
2
2 horas para completar

Module 2: Budgeting and Cash Flow Management

8 videos (Total 60 minutos), 1 lectura, 2 cuestionarios
8 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
1 lectura
Module 2 Overview10m
1 ejercicio de práctica
Module 2: Budgeting and Cash Flow Management Quiz20m
2 horas para completar

Module 3: Saving Strategies

7 videos (Total 40 minutos), 2 lecturas, 2 cuestionarios
7 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
2 lecturas
Module 3 Overview10m
Reading: America Saves15m
1 ejercicio de práctica
Module 3: Saving Strategies30m
1 hora para completar

Module 4: The Time Value of Money

1 video (Total 14 minutos), 1 lectura, 1 cuestionario
1 lectura
Module 4 Overview10m
1 ejercicio de práctica
Module 4: Time Value of Money20m
Semana
3
2 horas para completar

Module 5: Borrowing and Credit

11 videos (Total 59 minutos), 1 lectura, 1 cuestionario
11 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
1 lectura
Module 5 Overview10m
1 ejercicio de práctica
Module 5: Borrowing and Credit20m
2 horas para completar

Module 6: Investing

7 videos (Total 48 minutos), 2 lecturas, 1 cuestionario
7 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
2 lecturas
Module 6 Overview10m
Building on Your Knowledge10m
1 ejercicio de práctica
Module 6 Investing34m
Semana
4
3 horas para completar

Module 7: Risk Management

7 videos (Total 68 minutos), 2 lecturas, 2 cuestionarios
7 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
2 lecturas
Module 7 Overview10m
Financial Literacy Quiz5m
2 ejercicios de práctica
Post-Test Financial Literacy12m
Risk Management Quiz20m
2 horas para completar

Module 8: Financial Planning as a Career

8 videos (Total 57 minutos), 2 lecturas, 1 cuestionario
8 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
2 lecturas
Module 8 Overview10m
CFPPro.org10m
1 ejercicio de práctica
Financial Planning as a Career Quiz10m
4.5
23 revisionesChevron Right

50%

comenzó una nueva carrera después de completar estos cursos

50%

consiguió un beneficio tangible en su carrera profesional gracias a este curso

Principales revisiones sobre Financial Planning for Young Adults

por LCApr 3rd 2018

Loved this class. Appreciate so much that it was so practical. A basic class, but thorough. Just what I needed.

por BKMay 4th 2018

Great source of knowledge to build a base if you are looking to become a CFP or even just a career in fina

Instructores

Avatar

Nicholas Paulson

Associate Professor
Department of Agricultural and Consumer Economics
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Kathryn L. Sweedler

Consumer Economics Educator
University of Illinois Extension
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Charles R. Chaffin

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

Acerca de 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. ...

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.

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