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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/personal-finance-introduction
课程评论：没有评论
课程名称：个人理财导论 概述：本课程提供了个人理财的多样主题概览，包括预算编制、信用评分的重要性、现金流、设定财务目标以及税务等。由两位认证财务规划师（CERTIFIED FINANCIAL PLANNER™）授课，通过视频、阅读材料和实践活动将概念逐步讲解，帮助学员实时应用所学知识。该课程为“个人理财基础系列”打下基础，也可以作为单独的概述课程，提高你对基本个人理财术语的理解，以及如何将之应用于自身的财务状况。无论你是刚入大学、即将退休，还是处于两者之间，这门课程都将为你提供理解财务的知识和管理未来财务的可行步骤。课程主要面向美国的学习者。 课程大纲： - 模块名称：有目的地审视你的财务 描述：本模块将讨论以目标为导向的财务管理的重要性，以及影响你与金钱关系的潜在因素。 - 模块名称：理解你的净资产和信用评分 描述：本模块将帮助你评估当前的财务状况，包括资产、负债和信用评分的详细信息。 - 模块名称：评估现金流和税务 描述：本模块将帮助你了解资金的来源和去向，包括税务方面的信息。 - 模块名称：为未来规划和预算 描述：本模块将识别不同的预算策略、财务目标，并指导你如何确保资金朝着这些优先事项运作。
Name:Approaching Your Finances with Purpose
Description:This module will cover the importance of being intentional with your finances and the underlying forces impacting your current relationship with money.
Name:Understanding Your Net Worth and Credit Score
Description:This module will help you assess your current financial situation by detailing assets, liabilities, and credit scores.
Name:Assessing Your Cash Flow and Taxes
Description:This module will help you understand where your money is coming from and where it is going, including taxes.
Name:Planning and Budgeting for Your Future
Description:This module will identify different budgeting strategies, financial goals, and how to ensure your money is working towards those priorities.
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.
