關於此課程：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.
製作方： University of Florida
教學方： Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
| 語言 | English |
| 如何通過 | 通過所有計分作業以完成課程。 |
| 用戶評分 |
授課大綱
第 1 週
Understanding Personal Finance
Path to financial security and time value of money.
4 個視頻, 1 個閱讀材料
- Leyendo: Course Introduction: Understanding Personal Finance
- 視頻: Path to Financial Security
- 視頻: Time Value of Money
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 1
已評分: Time Value of Money Assignment
已評分: Quiz 1
第 2 週
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.
5 個視頻, 1 個閱讀材料
- Leyendo: Financial Statements, Tools, and Budgets
- 視頻: Managing Your Flows
- 視頻: Creating and Reviewing Your Statements
- 視頻: Analyzing Your Financial Statements
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 2
已評分: Financial Record Keeping Assignment
已評分: Quiz 2
第 3 週
Managing Income Taxes
Income tax basics.
3 個視頻, 1 個閱讀材料
- Leyendo: Managing Income Taxes
- 視頻: Understanding Income Taxes
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 3
已評分: Tax Planning Assignment
已評分: Quiz 3 - Taxation
第 4 週
Building and Maintaining Good Credit
Credit basics.
4 個視頻, 1 個閱讀材料
- Leyendo: Building and Maintaining Good Credit
- 視頻: Credit Basics and Debt Management
- 視頻: Credit Reports and Scores
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 4
已評分: Credit Report Assignment
已評分: Quiz 4 - Credit
第 5 週
Managing Risk
Risk management basics and insurance overview.
4 個視頻, 1 個閱讀材料
- Leyendo: Managing Risk
- 視頻: Insurance Decision Making
- 視頻: Introduction to Risk Management
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 5
已評分: Insurance Assignment
已評分: Quiz 5 - Risk Management
第 6 週
Investment Fundamentals
Rules of investing; Debt and equity.
5 個視頻, 1 個閱讀材料
- Leyendo: Investment Fundamentals
- 視頻: Saving and Investing
- 視頻: Owner or Lender
- 視頻: Rules of Investing
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 6
已評分: Quiz 6
第 7 週
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.
3 個視頻, 1 個閱讀材料
- Leyendo: Mutual Funds
- 視頻: Mutual Funds
- 視頻: Assignment
- Cuadro de aviso de la discusión: Discussion 7
已評分: Mutual Funds Assignment
已評分: Quiz 7 - Mutual Funds
第 8 週
Personal Plan of Action
Putting your personal plan together.
2 個視頻, 1 個閱讀材料
- Leyendo: Personal Plan of Action
- 視頻: Putting Your Plan Together
第 9 週
Bonus Module
1 個閱讀材料
- Leyendo: IRS Bonus Module: Steps to be a VITA Volunteer
常見問題解答
運作方式
Trabajo del curso
Cada curso es como un libro de texto interactivo, con videos pregrabados, cuestionarios y proyectos.
Ayuda de tus compañeros
Conéctate con miles de estudiantes y debate ideas y materiales del curso, y obtén ayuda para dominar los conceptos.
Certificados
Obtén reconocimiento oficial por tu trabajo y comparte tu éxito con amigos, compañeros y empleadores.
製作方
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.
價格
| 購買課程 | |
|---|---|
| 訪問課程材料 | 可用 |
| 訪問評分的材料 | 可用 |
| 收到最終成績 | 可用 |
| 獲得可共享的課程證書 | 可用 |
評分和審閱
It was valuable information in this course. If a person start to use what they learn in this course like the professor mentioned in one of the videos, they will definitely have different financial status and better grasp about meaning of their bank statements in couple of years.
The course was very accessible and very at ease when it came to completing the various assignments for evaluation. Was very satisfied with the video presentations and the various tutorials as well.
I Enjoyed It, somewhat
tk
This course has been a complete blessing in my life (personally and professionally). I learned many concepts that I could apply in real life, in real time. My only suggestion is that the questions featured in the quizzes / assignments more closely align with the lecture material. Otherwise this is the perfect class to begin a foundation in the ever-changing world of finance.