Personal & Family Financial Planning

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Description

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: 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.

Created by:  University of Florida
  • Taught by:  Michael S. Gutter, Ph.D., Professor

    Family, Youth & Community Science
Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.6 stars Average User Rating 4.6See what learners said Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

Help from your peers

Connect with thousands of…

Read the complete description

Frequently asked questions

There are no frequently asked questions yet. Send an Email to info@springest.co.uk

Didn't find what you were looking for? See also: Personal Financial Planning, Planning, Finance for Non-Finance Managers, Organising, and Budgeting.

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: 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.

Created by:  University of Florida
  • Taught by:  Michael S. Gutter, Ph.D., Professor

    Family, Youth & Community Science
Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.6 stars Average User Rating 4.6See what learners said Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

Help from your peers

Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.

Certificates

Earn official recognition for your work, and share your success with friends, colleagues, and employers.

University of Florida The University of Florida (UF) is recognized nationally and internationally as a leader in academic excellence, both on campus and online. Ranked in the top 20 of Public Universities, the University of Florida is the state’s oldest university and has a long established tradition of academic excellence.

Syllabus


WEEK 1


Understanding Personal Finance
Path to financial security and time value of money.


4 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Course Introduction: Understanding Personal Finance
  3. Video: Path to Financial Security
  4. Video: Time Value of Money
  5. Video: Assignment
  6. Discussion Prompt: Discussion 1

Graded: Time Value of Money Assignment
Graded: Quiz 1

WEEK 2


Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.


5 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Financial Statements, Tools, and Budgets
  3. Video: Managing Your Flows
  4. Video: Creating and Reviewing Your Statements
  5. Video: Analyzing Your Financial Statements
  6. Video: Assignment
  7. Discussion Prompt: Discussion 2

Graded: Financial Record Keeping Assignment
Graded: Quiz 2

WEEK 3


Managing Income Taxes
Income tax basics.


3 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Managing Income Taxes
  3. Video: Understanding Income Taxes
  4. Video: Assignment
  5. Discussion Prompt: Discussion 3

Graded: Tax Planning Assignment
Graded: Quiz 3 - Taxation

WEEK 4


Building and Maintaining Good Credit
Credit basics.


4 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Building and Maintaining Good Credit
  3. Video: Credit Basics and Debt Management
  4. Video: Credit Reports and Scores
  5. Video: Assignment
  6. Discussion Prompt: Discussion 4

Graded: Credit Report Assignment
Graded: Quiz 4 - Credit

WEEK 5


Managing Risk
Risk management basics and insurance overview.


4 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Managing Risk
  3. Video: Insurance Decision Making
  4. Video: Introduction to Risk Management
  5. Video: Assignment
  6. Discussion Prompt: Discussion 5

Graded: Insurance Assignment
Graded: Quiz 5 - Risk Management

WEEK 6


Investment Fundamentals
Rules of investing; Debt and equity.


5 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Investment Fundamentals
  3. Video: Saving and Investing
  4. Video: Owner or Lender
  5. Video: Rules of Investing
  6. Video: Assignment
  7. Discussion Prompt: Discussion 6

Graded: Quiz 6

WEEK 7


Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.


3 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Mutual Funds
  3. Video: Mutual Funds
  4. Video: Assignment
  5. Discussion Prompt: Discussion 7

Graded: Mutual Funds Assignment
Graded: Quiz 7 - Mutual Funds

WEEK 8


Personal Plan of Action
Putting your personal plan together.


2 videos, 1 reading expand


  1. Video: Announcement
  2. Reading: Personal Plan of Action
  3. Video: Putting Your Plan Together


WEEK 9


Bonus Module



1 reading expand


  1. Reading: IRS Bonus Module: Steps to be a VITA Volunteer
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There are no frequently asked questions yet. Send an Email to info@springest.co.uk