开始时间: 01/14/2013 持续时间: 7 weeks
授课老师： Avi Pai
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).
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
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.