Fundamentals of Personal Financial Planning

开始时间: 01/14/2013 持续时间: 7 weeks

所在平台: Coursera

课程类别: 经济与金融

大学或机构: University of California, Irvine(美国加州大学欧文分校)

授课老师: Avi Pai

   

课程主页: https://www.coursera.org/course/financialplanning

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课程详情

This course was created to help those who cannot afford extensive planning assistance better understand how to define and reach their financial goals. It provides basic understanding so informed decisions can be made. The course can also be seen as a reference for individual topics that are part of personal financial planning.

Financial planning, in the broadest sense, is an effort to manage all aspects of a person / family’s financial affairs. Classically, that begins with planning family spending and extends through risk management (insurance), taxes, wealth accumulation, investing, and wealth distribution (retirement and estate planning).


课程大纲

Week One: Where Are You? Where Are You Going?
Week Two: Taxes
Week Three: Defense -- Insurance
Week Four: Investing
Week Five: Funding Retirement
Week Six: Doing the Math and Making Reasonable Assumptions;
Week Seven: Estate Planning

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课程简介

Explore the basic personal financial planning concepts. Learn how to define and reach your financial goals. Apply the framework of personal financial planning to monitor your own finances, with special emphasis on lifecycle-specific topics, such as saving for education, student loans, or wealth management and estate planning.

课程标签

金融 金融学 个人理财 个人理财规划 个人理财基础 个人理财规划基础 投资 投资理财

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