课程简介
Explore the basic personal financial planning concepts. Learn how to define and reach your financial goals. Apply the framework of personal financial planning to monitor your own finances, with special emphasis on lifecycle-specific topics, such as saving for education, student loans, or wealth management and estate planning.
课程大纲
Week One: Where Are You? Where Are You Going?
Week Two
: Taxes
Week Three
: Defense -- Insurance
Week Four
: Investing
Week Five
: Funding Retirement
Week Six:
Doing the Math and Making Reasonable Assumptions
;Week Seven:
Estate Planning
课程详情
This course was created to help those who
cannot afford extensive planning assistance better understand how to
define and reach their financial goals. It provides basic understanding
so informed decisions can be made. The course can also be seen as a
reference for individual topics that are part of personal financial
planning.
Financial planning, in the broadest sense, is an effort to manage all
aspects of a person / family’s financial affairs. Classically, that
begins with planning family spending and extends through risk management
(insurance), taxes, wealth accumulation, investing, and wealth
distribution (retirement and estate planning).