Este curso forma parte de Programa especializado: The Fundamentals of Personal Finance

4.6
estrellas
123 calificaciones

Brian Walsh +1 instructores más

11.736 ya inscrito

Ofrecido Por

Programa especializado: The Fundamentals of Personal FinanceSoFi

Acerca de este Curso

32.459 vistas recientes

This course is a general overview of a variety of personal finance topics - including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes.  Taught by two CERTIFIED FINANCIAL PLANNER™ Professionals, the concepts are broken down through videos, readings, and activities so you can apply what you are learning in real time. The course provides the foundation to build on for the rest of The Fundamentals of Personal Finance Specialization or as a standalone survey course to improve your understanding of basic personal finance terminology, as well as how they apply to your own financial situation. 
Whether you are just starting college, nearing retirement, or somewhere in between, this course will provide you with the knowledge to understand your money and actionable steps to manage your finances in the future. This course is geared towards learners in the United States of America.

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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 1 de 5 en

Programa especializado: The Fundamentals of Personal Finance

Nivel principiante

This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.

Aprox. 11 horas para completar

Inglés (English)

¿Podría tu empresa beneficiarse de la capacitación de los empleados en las habilidades más demandadas?

Prueba Coursera para negocios

Habilidades que obtendrás

Financial Planning (Business)
Credit Score
Taxes
goal setting
Budget

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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 1 de 5 en

Programa especializado: The Fundamentals of Personal Finance

Nivel principiante

This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.

Aprox. 11 horas para completar

Inglés (English)

¿Podría tu empresa beneficiarse de la capacitación de los empleados en las habilidades más demandadas?

Prueba Coursera para negocios

Instructores

Calificación del instructor

4,86/5 (50 calificaciones)

Brian Walsh

Senior Manager, Financial Planner

14.527 alumnos

3 cursos

Lauren Anastasio

Senior Financial Planner

16.961 alumnos

3 cursos

Ofrecido por

SoFi

SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.

Mira cómo los empleados de las mejores empresas dominan las habilidades más demandadas

Obtén más información sobre Coursera para Empresas

Programa - Qué aprenderás en este curso

Semana1

Semana 1

3 horas para completar

Approaching Your Finances with Purpose

3 horas para completar

16 videos (Total 70 minutos), 8 lecturas, 6 cuestionarios

16 videos

Course Introduction6mThe Basics of Financial Planning5mLife Cycle of Financial Planning3mFinancial Planning in 6 Steps5mUnderstand the Human Side of Personal Finances4mDeep Dive into Personality 1 - Money Worship4mDeep Dive into Personality 2 - Money Avoidance3mDeep Dive into Personality 3 - Money Vigilance4mDeep Dive into Personality 4 - Money Status4mManaging Finances with a Partner – Where to Start4mManaging Finances with a Partner – Joint Accounts, Separate Accounts or Some of Both?4mWorking with Your Partner on Finances2mUnderstanding and Overcoming Loss Aversion4mUnderstanding and Overcoming Hindsight Bias3mUnderstanding and Overcoming Confirmation Bias3mUnderstanding and Overcoming Reference Bias4m

8 lecturas

About Your Instructors1mActivity - Financial Knowledge12mActivity - Identify Interests, Fears, and Questions6mTips for Creating a Financial Plan5mHow to Plan for Your Future7mOverview of Money Personalities10mActivity-Take Your Money Personality Assessment (KSMI)10mWhat is Behavioral Finance?5m

6 ejercicios de práctica

An Introduction to Financial Planning4mThe Financial Planning Process2mCommon Money Personalities Assessment5mRoles and Responsibility5mBehavioral Bias10mApproaching Your Finances with Purpose30m

Semana2

Semana 2

3 horas para completar

Understanding Your Net Worth and Credit Score

3 horas para completar

13 videos (Total 64 minutos), 7 lecturas, 7 cuestionarios

13 videos

What is Net Worth and Why Does it Matter?3mTypes of Assets - Understanding What You Own4mMeasuring and Assessing Your Liquidity3mTypes of Debt - Understanding What You Owe5mUsing Relay to Understand What You Own and Owe3mWhat is a Credit Score and Why Does It Matter?4mWho Determines Your Credit Score?4mKey Components of Your Credit Score7mWhat’s Your Credit Score?4mHow to Request and Review Your Credit Report4mHow to Improve Your Credit Score7m9 Most Common Credit Score Mistakes4mProtecting Your Credit4m

7 lecturas

What is an Asset?7mWhat Are the Different Types of Debt?6mActivity - Determine Your Assets, Liabilities, and Net Worth 10mWhat is a FICO Score?5mActivity - Obtain and Assess Your Credit Score 8mActivity - Obtain Your Credit Report8mHow to Build Credit Over Time5m

7 ejercicios de práctica

Matching Assets to Categories3mMatching Liabilities to Categories3mThe Ins and Outs of Credit Scores3mThe Components of Your Credit Score3mChecking In on Your Credit Score3mImproving Your Credit Score Over Time4mUnderstanding Your Net Worth and Credit Score30m

Semana3

Semana 3

3 horas para completar

Assessing Your Cash Flow and Taxes

3 horas para completar

11 videos (Total 49 minutos), 11 lecturas, 7 cuestionarios

11 videos

Understanding Cash Flow4mMaximizing Your Cash Flow6mCash Flow Changes in Different Life Stages3mManaging Uneven Cash Flow3mWays to Determine Your Cash Flow2mTypes of Taxes5mHow Income Tax Withholding Works4mUnderstanding Your Key Tax Numbers5mHow Income Tax Brackets Work5mPreparing to File Your Taxes3mTaxes - DIY vs. Hiring a Pro3m

11 lecturas

What is Disposable Income?6mHow to Improve Personal Cash Flow6m7 Life Events You Should Financially Prepare For7mActivity - Calculate Your Monthly Cash Flow10mUnderstanding Different Personal Finance Ratios6mHow to Evaluate Your Personal Finances5mHow Much of Your Paycheck Should You Save?6mWhy Your Debt to Income Ratio Matters4mActivity - Calculate Your Financial Ratios10mWhat Are the Different Types of Taxes?6mHow Income Tax Withholding Works4m

7 ejercicios de práctica

Match Income and Expenses to Categories3mCalculating Cash Flow 3mWays to Determine Your Cash Flow1mKey Ratios of Your Personal Finances6mTypes of Taxes4mTax Concepts8mAssessing Your Cash Flow and Taxes30m

Semana4

Semana 4

3 horas para completar

Planning and Budgeting for Your Future

3 horas para completar

14 videos (Total 78 minutos), 10 lecturas, 8 cuestionarios

14 videos

Budgeting Basics4mThere Isn’t One RIGHT Way to Budget5m7 Tips for Budgeting Success5mSetting Up Your Budget Using the 50/30/20 Approach6mChecking in on Your Budget5mAdjusting Your Budget as Life Happens6mWays to Reduce Your Spending6mWays to Increase Your Income6m3 Types of Financial Goals8m6 Tips to Achieve Your Financial Goals4mA Framework for Your Next Money Move3mWhy the Order of Your Goals Matter4mApplying the YNMM Framework to Your Finances6mSetting SMART Financial Goals3m

10 lecturas

5 Different Types of Budgeting Methods8mActivity - Identify Your Budgeting Approach6mHow To Make A Budget6mActivity - Build Your Budget10mWays to Control Excessive Spending Habits7mHow to Set Money Goals4mSmart Short Term Financial Goals to Set for Yourself4mThe Importance of Setting Your Long-Term Financial Goals6mActivity - Identify Your Financial Goals10mInvesting vs. Saving: Finding a Balance4m

8 ejercicios de práctica

Different Ways to Budget4mEstablishing a Budget5mMaintaining and Updating Your Budget3mDefine Common Financial Goals3mDefine the YNMM Framework2mSteps in the YNMM Process1mSMART Financial Goals2mPlanning and Budgeting for Your Future30m

Reseñas

4.6

48 reseña

5 stars
76,80 %
4 stars
15,20 %
3 stars
4,80 %
2 stars
0,80 %
1 star
2,40 %

Principales reseñas sobre INTRODUCTION TO PERSONAL FINANCE

por EO28 de sep. de 2021

Great overview amd first look into personal fiance. If you already know a little bit about personal finance it may be a little basic but overall a very well rounded valuable course.

por DR22 de may. de 2022

Great Course.... I wish I would have seen this 30 years ago!

por BR8 de jul. de 2021

This was a great course, I enjoyed learning about the psychology behind finances. Having the order we should do things in was helpful.

por TV16 de jun. de 2021

I enjoyed taking the course. It was very easy and provided me with a lot of knowledge.

Ver todas las reseñas

Acerca de Programa especializado: The Fundamentals of Personal Finance

This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.

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 me suscribo a este Programa especializado?
Cuando te inscribes en un curso, obtienes acceso a todos los cursos que forman parte del Programa especializado y te darán un Certificado cuando completes el trabajo. 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 auditar el curso sin costo.
¿Hay ayuda económica disponible?
Sí. En ciertos programas de aprendizaje, puedes postularte para recibir ayuda económica o una beca en caso de no poder costear los gastos de la tarifa de inscripción. Si hay ayuda económica o becas disponibles para tu selección de programa de aprendizaje, verás un enlace para postularte en la página de descripción.

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

Desarrolla habilidades para tus empleados e impulsa los resultados de la empresa

Descubre Coursera para Empresas

Introduction to Personal Finance

Acerca de este Curso

Habilidades que obtendrás