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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/risk-management-in-personal-finance
课程评论:没有评论
课程名称:个人财务中的风险管理 课程概述:本课程主要面向希望了解如何保护自己的财务免受意外事件影响的学习者。由一位CERTIFIED FINANCIAL PLANNER™(认证财务规划师)专业人士讲授,该课程涵盖了保险在财务计划中的作用,包括应探索的保险种类、如何确定所需保险金额以及不同类型保险的运作方式。课程内容涵盖人寿保险、健康保险、残疾保险、房主保险、租户保险、汽车保险和伞形保险等多个方面。你还将学习遗产规划,包括相关文件及新父母的特殊考虑。 本课程帮助你理解保护自身财务是财务规划的重要组成部分,主要针对美国的学习者。虽然这是个人财务基础系列课程的一部分,但也可以作为独立课程修读。 课程大纲: 1. **了解基本保险概念**:本模块将帮助你理解不同类型的保险及其在财务计划中的作用,并进一步探讨特定类型的健康保险。 2. **防范死亡和残疾**:本模块将帮助你了解人寿保险,包括不同类型及如何确定所需金额,并进一步探讨残疾保险。 3. **为你的家庭、公寓和汽车投保**:本模块将帮助你理解房主保险、租户保险、汽车保险及责任保险的基本知识。 4. **实施基本遗产文件**:本模块将帮助你理解遗产规划的基本概念,包括与遗产规划相关的常见文件及新父母的具体需求。 通过本课程,你将获得有关财务安全的重要知识和技能,使你能够为未来做好更充分的财务准备。
Name:Understanding Basic Insurance Concepts
Description:This module will help you understand the different kinds of insurance and how they fit into a financial plan. It will also explore the specific kinds of health insurance.
Name:Protecting Against Death and Disability
Description:This module will help you understand life insurance, including the different types and how to determine how much you need. It will also explore disability insurance.
Name:Insuring Your Home, Apartment, and Car
Description:This module will help you understand the basics of homeowners, renters, auto, and liability insurance.
Name:Implementing Basic Estate Documentation
Description:This module will help you understand the basics of estate planning, including the common documents associated with estate planning and the specific needs of new parents.
This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance, renters insurance, auto insurance, and umbrella insurance. You will also learn about estate planning, including the documents involved and special considerations for new parents. This course helps you understand how protecting your money is an important part of financial planning. It is geared towards learners in the United States of America. It is part of The Fundamentals of Personal Finance specialization but can be taken as a standalone course as well.