开始时间: 04/22/2022 持续时间: 8 weeks
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所在平台: CourseraArchive 课程类别: 经济与金融 大学或机构: University of Florida（佛罗里达大学） 授课老师： Michael S. Gutter |
课程主页: https://www.coursera.org/course/uffinancialplanning
课程评论：没有评论
This course is activity-based with emphasis on your life as the basis for your work. In addition, you will learn how to apply the principles you learn in a family environment. We will learn about cash, credit, wealth, and risk management as well as the environmental effects on personal and family financial management. Students will earn badges for completing various modules and demonstrating certain skills.
Week 1 Understanding Personal Finance: Path to financial security and time value of money.
Week 2 Financial Statements, Tools, and Budgets: Managing your flows and reviewing your statements.
Week 3 Managing Income Taxes: Income tax basics.
Week 4 Building and Maintaining Good Credit (Credit cards and consumer loans): Credit basics.
Week 5 Managing Risk: Risk management basics and insurance overview.
Week 6 Investment Fundamentals (Investing in stocks and bonds): Rules of investing; Debt and equity.
Week 7 Investing through Mutual Funds (Retirement planning): Mutual funds and managed portfolios; create a personal investment plan.
Week 8 Personal Plan of Action: Putting your personal plan together.
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.
