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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/family-planning
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课程名称：个人与家庭财务规划 概述：个人与家庭财务规划课程将涉及多个关键的个人财务管理主题，旨在帮助学员在校期间及终身养成审慎的财务习惯。 课程大纲： 1. 理解个人财务 - 描述：通向财务安全的路径及时间价值的概念。 2. 财务报表、工具与预算 - 描述：管理资金流动及审核财务报表。 3. 管理所得税 - 描述：所得税基础知识。 4. 建立与维护良好信用 - 描述：信用基础知识。 5. 风险管理 - 描述：风险管理基础及保险概述。 6. 投资基础 - 描述：投资规则；债务与权益。 7. 通过共同基金投资 - 描述：共同基金及管理投资组合；制定个人投资计划。 8. 个人行动计划 - 描述：整合个人财务计划。 9. 奖励模块 - 描述：待定。 通过本课程，学员将能够掌握个人及家庭财务管理的基本知识与技能，从而有效地规划和管理自己的财务未来。
Name:Understanding Personal Finance
Description:Path to financial security and time value of money.
Name:Financial Statements, Tools, and Budgets
Description:Managing your flows and reviewing your statements.
Name:Managing Income Taxes
Description:Income tax basics.
Name:Building and Maintaining Good Credit
Description:Credit basics.
Name:Managing Risk
Description:Risk management basics and insurance overview.
Name:Investment Fundamentals
Description:Rules of investing; Debt and equity.
Name:Investing Through Mutual Funds
Description:Mutual funds and managed portfolios; create a personal investment plan.
Name:Personal Plan of Action
Description:Putting your personal plan together.
Name:Bonus Module
Description:
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
