UIUC - Financial Planning for Young Adults
- Offered byCoursera
Financial Planning for Young Adults at Coursera Overview
Duration | 20 hours |
Total fee | Free |
Mode of learning | Online |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Financial Planning for Young Adults at Coursera Highlights
- 25% started a new career after completing these courses.
- 25% got a tangible career benefit from this course.
- Earn a shareable certificate upon completion.
- Flexible deadlines according to your schedule.
Financial Planning for Young Adults at Coursera Course details
- 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.
Financial Planning for Young Adults at Coursera Curriculum
Orientation
Instructor Welcome
Course Overview
Course Syllabus
About the Discussion Forums
Social Media
Updating Your Profile
About the Financial Literacy Quiz Pretest
Orientation Quiz
Financial Literacy Pretest
Street Interview: If Money Were No Object...
Lecture: Dream Big
Vignette: Belize for Spring Break?
Lecture: What Influences Our Financial Decisions?
Vignette: Education, Retirement, or Fun?
Lecture: Where Are You Now?
Lecture: Turning Dreams into Goals
Module 1 Overview
Reading: Exploring Money Personalities Further
Module 1: Financial Goals & Assessing Your Situation Quiz
Module 2: Budgeting and Cash Flow Management
Street Interview: Do You Keep Track of Your Monthly Expenses?
Lecture: Budgeting Overview
Street Interview: How Can You Avoid Overspending?
Interview: Investment Advisor Interview
Vignette: Creating a Budget
Lecture: Financial Services
Lecture: Alternatives to Cash
Street Interview: What Are the Pros and Cons of Using a Credit Card?
Module 2 Overview
Module 2: Budgeting and Cash Flow Management Quiz
Street Interview: Do You Set Aside Money for Emergencies?
Lecture: Why Save Money?
Lecture: How to Start Saving Money
Vignette: Set a Savings Goal
Lecture: Build a Savings Habit
Street Interview: What Are Some Barriers to Saving Money?
Lecture: Barriers to Saving
Module 3 Overview
Reading: America Saves
Module 3: Saving Strategies
Lecture: Time Value of Money
Module 4 Overview
Module 4: Time Value of Money
Module 5: Borrowing and Credit
Lecture: Loans and Consumer Credit
Lecture: Borrowing and Credit: Pros and Cons
Lecture: Loan Amortization Part One
Lecture: Loan Amortization Part Two
Lecture: Loan Amortization Part Three
Vignette: What Is a Credit Report?
Lecture: Credit Reports
Lecture: Credit Scores
Loan Denial Testimonial: Bad Credit History
Loan Denial Testimonial: No Credit History
Loan Denial Testimonial: Identity Theft
Module 5 Overview
Module 5: Borrowing and Credit
Street Interview: How Would You Invest $100,000?
Lecture: Introduction to Investing Terms
Lecture: Understanding Investment Risk
Street Interview: What Does It Mean to Diversify Investments?
Lecture: Diversify Your Investments
Vignette: When to Start Saving for Retirement?
Lecture: Investing Tips for Young Adults
Module 6 Overview
Building on Your Knowledge
Module 6 Investing
Module 7: Risk Management
Lecture: Risk Management Overview
Street Interview: Why Do You Buy Insurance?
Lecture: Insurance Basics
Street Interview: What Determines the Cost of Insurance?
Lecture: Life Insurance
Vignette: Are You Ready for Life Insurance?
Lecture: Insurance Risk Panel Discussion
Module 7 Overview
Financial Literacy Quiz
Post-Test Financial Literacy
Risk Management Quiz
Street Interview: What Does a Financial Planner Do?
Lecture: Financial Planning as a Career Part One
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner
Mock-Up Video: Young Client Meeting with a Financial Planner
Lecture: Financial Planning as a Career Part Two
Interview: Interview with a Financial Planner Video One
Interview: Interview with a Financial Planner Video Two
I Am A CFP® Pro: Campaign Spokepeople
Module 8 Overview
CFPPro.org
Financial Planning as a Career Quiz
Other courses offered by Coursera
Student Forum
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Financial Planning for Young Adults