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.
Financial Planning for Young Adults
Universidad de Illinois en Urbana-ChampaignAcerca de este Curso
87,233 vistas recientes
Resultados profesionales del estudiante
50%
comenzó una nueva carrera después de completar estos cursos
50%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
Certificado para compartir
Obtén un certificado al finalizar
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. 20 horas para completar
Inglés (English)
Subtítulos: Francés (French), Portugués (de Brasil), Ruso (Russian), Inglés (English), Español (Spanish)
Habilidades que obtendrás
Risk ManagementBudgetSavingInvestment
Resultados profesionales del estudiante
50%
comenzó una nueva carrera después de completar estos cursos
50%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
Certificado para compartir
Obtén un certificado al finalizar
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. 20 horas para completar
Inglés (English)
Subtítulos: Francés (French), Portugués (de Brasil), 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
5 lecturas
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
2 ejercicios de práctica
Orientation Quiz30m
Financial Literacy Pretest30m
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
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 Quiz30m
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
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 Quiz30m
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
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
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
1 video
1 lectura
Module 4 Overview10m
1 ejercicio de práctica
Module 4: Time Value of Money30m
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
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 Credit30m
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
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 Investing30m
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
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 Literacy30m
Risk Management Quiz30m
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
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 Quiz30m
Reseñas
Principales reseñas sobre FINANCIAL PLANNING FOR YOUNG ADULTS
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 SS21 de jun. de 2020
I really enjoyed the course throughout its duration, the teachers are easy to understand even for a non-english (I'm Italian). I look forward to put the skills I've acquired to use!
por TN29 de jun. de 2020
This course is so rich is nature and in content. It improves various financial aspects of individuals especially young adults and also ensures we secure a good financial future.
Preguntas Frecuentes
¿Cuándo podré acceder a las lecciones y tareas?
El acceso a las clases y las asignaciones depende del tipo de inscripción que tengas. Si tomas un curso en modo de oyente, verás la mayoría de los materiales del curso en forma gratuita. Para acceder a asignaciones calificadas y obtener un certificado, deberás comprar la experiencia de Certificado, ya sea durante o después de participar como oyente. Si no ves la opción de oyente:
- es posible que el curso no ofrezca la opción de participar como oyente. En cambio, puedes intentar con una Prueba gratis o postularte para recibir ayuda económica.
- Es posible que el curso ofrezca la opción 'Curso completo, sin certificado'. Esta opción te permite ver todos los materiales del curso, enviar las evaluaciones requeridas y obtener una calificación final. También significa que no podrás comprar una experiencia de Certificado.
¿Qué recibiré si compro el Certificado?
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.
Is financial aid available?
Sí, Coursera ofrece ayuda económica a los estudiantes que no pueden pagar la tarifa. Solicítala haciendo clic en el vínculo de Ayuda económica que está debajo del botón 'Inscribirse' a la izquierda. Se te pedirá que completes una solicitud y recibirás una notificación cuando se apruebe. Obtén más información.
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