Financial Planning for Young Adults

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课程简介

University of Illinois at Urbana-Champaign

课程大纲

In this module, we will discuss the importance of budgeting in the financial planning and management process, and resources available for cash flow management. Learners will be exposed to the basic process of budgeting, a panel discussion with practicing investment advisors, and a comparative discussion of the more common tools and methods for managing cash flows.

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课程详情

Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals. Within each module, you will view a combination of traditional lecture style videos along with video vignettes that introduce financial topics for discussion among participants. The video vignettes provide a unique and exciting component to this course. Each vignette introduces a real-world scenario where financial decisions must be made and financial planning concepts can be applied. You will be challenged to think critically about each scenario and decide how you might come to a resolution if ever faced with a similar situation. Finally, the course also includes material throughout which is focused on career opportunities in financial planning, including video interviews with actual CFP® professionals and other professionals working in this exciting and growing career area. The final module in the class is devoted to the topic of financial planning as a career.

青少年财务计划:与CFP理事会合作开发的青少年财务计划(FPYA)旨在为年轻人提供基本的财务计划概念介绍。 FPYA课程在四个星期内跨八个单独的模块进行组织。涵盖的主题包括财务目标设定,储蓄和投资,预算,财务风险,借款和信贷。由于财务计划是一个个人主题,因此我们在讨论概念并提供可用于帮助您实现这些目标的工具时,鼓励您定义自己的财务目标。 在每个模块中,您将观看传统演讲风格视频以及介绍金融主题以供参与者讨论的视频短片的组合。视频短片为本课程提供了独特而令人兴奋的组成部分。每个小插图都会介绍一个实际场景,在该场景中必须做出财务决策并可以应用财务计划概念。您将面临挑战,要认真思考每种情况,并决定在遇到类似情况时如何解决。 最后,该课程还包括所有内容,重点是财务规划方面的职业机会,包括与实际CFP®专业人士以及在这一令人兴奋且不断发展的职业领域工作的其他专业人员的视频访谈。本课程的最后一个模块专门讨论财务规划这一职业。

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