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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/finance-capstone
课程评论：没有评论
课程名称：面向每个人的金融（Finance for Everyone）顶点项目 概况：本课程旨在为学生提供应用于真实生活中的金融知识和洞察。通过一系列活动和评估，学生将能够影响个人的财务决策、参与金融市场的能力、价值创造与维护的经历，以及债务管理。课程设计使学生能够在安全的环境中进行买卖操作、模拟、创作、写作和教学，帮助学生养成金融思维。顶点项目是F4E学习经历的高潮，学生将进行一系列结构化和反思性的练习，聚焦于能够与其学习目标相匹配的特定问题，从而创建一个反映新知识的作品，展示新技能给雇主、同事、朋友和家人。 课程大纲： 第一阶段：第一周 欢迎参加面向每个人的金融顶点项目！在第一阶段（包括课程的第1和第2周），你将熟悉这8周课程计划，回顾在前四门F4E课程中的经历，并考虑一个对你重要的问题，在第二和第三阶段的顶点项目中进行探讨。在第一周，学生将创建一个在线作品集来记录他们的学习过程，并开始撰写反思，这是课程的第一个交付物，截止日期为下周。 第一阶段：第二周 在这一周，学生将撰写并提交他们的第一个交付物——对F4E经历的反思。与此同时，学生需确定对自己有重要意义的金融问题，并建议在接下来的一周内思考想要调查和解决的问题。 第二阶段：第三周 欢迎参加顶点项目的第二阶段（包括课程的第3至第5周）！在这一阶段，学生将明确他们想要关注的金融问题，并制定和提交行动计划来解决该问题。在第三周，学生需完成问题陈述的交付物，这是行动计划开发过程的第一步。 第二阶段：第四周 在第四周，学生将参与首次同伴评审，回顾并给予同行的问题陈述反馈。同时，学生将开始构建自己的行动计划并思考希望咨询的利益相关者或金融专家。 第二阶段：第五周 本周，学生将阅读和反思同行对自己问题陈述的评审，并利用反馈完成并提交行动计划。学生还可以与选择的利益相关者或金融专家联系，安排沟通时间，作为第三阶段最终交付物的一部分。 第三阶段：第六周 欢迎参加第三阶段（包括课程的第6至第8周）！在最后阶段，学生将向利益相关者或金融专家展示他们的行动计划，并获取反馈，同时开发并提交最终的同伴评审评估：汇总反馈和实施行动计划的建议。在第六周，学生将审阅同行的行动计划，并与利益相关者进行会面。 第三阶段：第七周 在这一周，学生将反思同行对其行动计划的评审，利用这些反馈完成并提交反馈汇总与实施计划的交付物，内容涵盖同行和利益相关者反馈的汇总以及后续实施行动计划的计划。 第三阶段：第八周 在《面向每个人的金融》课程的最后一周，学生将回顾并给予同行反馈，反思未来的计划，并庆祝他们的成就，告别与他们一起参与课程的其他学习者。
Part: 1
Title:STAGE I: Week 1
Description:Welcome to the Finance for Everyone Capstone Project! In this first Stage - which encompasses Weeks 1 & 2 of the course - you will familiarize yourself with this 8-week course plan, reflect on your experience throughout the first four F4E courses, and begin considering an issue of importance to you that you'd like to address during Stages II and III of your Capstone Project! In Week 1 specifically, you will create an online portfolio to document your work throughout this experience (if you haven't already!) and begin working on your Reflection, the first deliverable of the course, due next week.
Part: 2
Title:STAGE I: Week 2
Description:This week, you will write and submit your first deliverable - a reflection on your F4E experience thus far. As part of this deliverable, you will be prompted to determine financial issues that matter to you; we recommend that beyond the scope of this submitted reflection, you spend some time this week continuing to think over what problems you may wish to investigate and address during the next two stages of this Capstone. We also suggest you look over the requirements for the Problem Statement assessment, which is due next week.
Part: 3
Title:STAGE II: Week 3
Description:Welcome to Stage II of the Capstone Project, which encompasses Weeks 3, 4, and 5 of the course! In this Stage, you will refine and articulate the financial problem or issue you wish to focus on for the remainder of your Capstone experience, and develop and submit an Action Plan that will propose a way to alleviate that very financial issue. In Week 3 specifically, you will write up and submit your Problem Statement deliverable, the first major step in the Action Plan development process.
Part: 4
Title:STAGE II: Week 4
Description:In Week 4, you will engage in the first of three Peer Review processes in this course, reviewing and providing feedback on the Problem Statements of your peers. You will also begin to build upon your own Problem Statement by working on your Action Plan and thinking about which stakeholder or financial expert you may like to consult for feedback later in Stage III.
Part: 5
Title:STAGE II: Week 5
Description:This week, you will read and reflect on your peers' reviews of your Problem Statement, and hopefully use insights from that feedback as you finalize and submit your Action Plan. You may also wish to reach out to your chosen stakeholder or financial expert this week in order to schedule a time in the next week or so for your stakeholder conversation, part of the final deliverable in Stage III.
Part: 6
Title:STAGE III: Week 6
Description:Welcome to Stage III, which encompasses Weeks 6, 7, and 8 of the course! In this third and final Stage, you will present your Action Plan to a stakeholder or financial expert and solicit their feedback, then develop and submit your final Peer Review assessment: a synthesis of the feedback you've received and plans for implementing your Action Plan beyond the scope of this course. In Week 6 specifically, you will review and provide feedback on the Action Plans of your peers, begin working on the Feedback Synthesis & Implementation Plan assignment (due next week), and meet with your stakeholder.
Part: 7
Title:STAGE III: Week 7
Description:This week, you will read and reflect on your peers' reviews of your Action Plan, and hopefully use insights from that feedback as you finalize and submit your Feedback Synthesis & Implementation Plan. This deliverable will incorporate a synthesis of the feedback you have received from your peers and the stakeholder(s) you met with, along with and a plan for how you expect to implement your Action Plan beyond the scope of Finance for Everyone.
Part: 8
Title:STAGE III: Week 8
Description:In this final week of Finance for Everyone, you will review and provide feedback on the Feedback Synthesis & Implementation Plans of your peers and reflect on how you plan to move forward following the conclusion of your time with F4E. Finally, you will celebrate your achievements, and say farewell to the fellow learners who have engaged in this experience alongside you.
Each course in F4E offers key insights and knowledge you will be able to apply in real-life situations. You’ll test drive those insights through activities and assessments that will influence your key money Decisions, your participation in financial Markets, your experience in preserving or creating Value, and in managing Debt. These activities are designed to immerse you in financial thinking by giving you a safe environment for buying and selling and for making, creating, simulating, writing, and teaching. Each activity is a milestone in your learning process and each milestone has a product that will be part of your learning portfolio. The Capstone Project is the culmination of your F4E experience. It will engage you in a series of scaffolded and reflective exercises focused on a single aspect of the specialization selected by you to match your learning goals, and will help you create a piece of work that reflects your new knowledge and showcases your new skills for your employer, colleagues, friends and family.
