課程信息
4.4
110 個評分
21 個審閱

100% 在線

立即開始,按照自己的計劃學習。

可靈活調整截止日期

根據您的日程表重置截止日期。

初級

完成時間大約為14 小時

建議:4 weeks of study, 3-4 hours/week...

英語(English)

字幕:英語(English)

您將獲得的技能

Risk ManagementBudgetSavingInvestment

100% 在線

立即開始,按照自己的計劃學習。

可靈活調整截止日期

根據您的日程表重置截止日期。

初級

完成時間大約為14 小時

建議:4 weeks of study, 3-4 hours/week...

英語(English)

字幕:英語(English)

教學大綱 - 您將從這門課程中學到什麼

1
完成時間為 2 小時

Orientation

...
2 個視頻 (總計 4 分鐘), 5 個閱讀材料, 2 個測驗
2 個視頻
Course Overview1分鐘
5 個閱讀材料
Course Syllabus10分鐘
About the Discussion Forums10分鐘
Social Media10分鐘
Updating Your Profile10分鐘
About the Financial Literacy Quiz Pretest10分鐘
2 個練習
Orientation Quiz10分鐘
Financial Literacy Pretest12分鐘
完成時間為 2 小時

Module 1: Setting Financial Goals and Assessing Your Situation

In this module, you'll explore the "personal" in personal finance, use financial tools to assess where you are currently with your finances, and begin setting goals for where you'd like to be in the future....
7 個視頻 (總計 41 分鐘), 2 個閱讀材料, 2 個測驗
7 個視頻
Lecture: Dream Big5分鐘
Vignette: Belize for Spring Break?2分鐘
Lecture: What Influences Our Financial Decisions?11分鐘
Vignette: Education, Retirement, or Fun?3分鐘
Lecture: Where Are You Now?9分鐘
Lecture: Turning Dreams into Goals7分鐘
2 個閱讀材料
Module 1 Overview10分鐘
Reading: Exploring Money Personalities Further10分鐘
1 個練習
Module 1: Financial Goals & Assessing Your Situation Quiz14分鐘
2
完成時間為 2 小時

Module 2: Budgeting and Cash Flow Management

In this module, we will discuss the importance of budgeting in the financial planning and management process, and resources available for cash flow management. Learners will be exposed to the basic process of budgeting, a panel discussion with practicing investment advisors, and a comparative discussion of the more common tools and methods for managing cash flows....
8 個視頻 (總計 60 分鐘), 1 個閱讀材料, 2 個測驗
8 個視頻
Lecture: Budgeting Overview14分鐘
Street Interview: How Can You Avoid Overspending?2分鐘
Interview: Investment Advisor Interview7分鐘
Vignette: Creating a Budget2分鐘
Lecture: Financial Services14分鐘
Lecture: Alternatives to Cash14分鐘
Street Interview: What Are the Pros and Cons of Using a Credit Card?2分鐘
1 個閱讀材料
Module 2 Overview10分鐘
1 個練習
Module 2: Budgeting and Cash Flow Management Quiz20分鐘
完成時間為 2 小時

Module 3: Saving Strategies

In this module you'll have the opportunity to explore best practices for building a saving habit and discuss barriers to saving. Mental accounting will be introduced and considered in terms of how it can affect saving behavior....
7 個視頻 (總計 40 分鐘), 2 個閱讀材料, 2 個測驗
7 個視頻
Lecture: Why Save Money?8分鐘
Lecture: How to Start Saving Money10分鐘
Vignette: Set a Savings Goal2分鐘
Lecture: Build a Savings Habit5分鐘
Street Interview: What Are Some Barriers to Saving Money?1分鐘
Lecture: Barriers to Saving8分鐘
2 個閱讀材料
Module 3 Overview10分鐘
Reading: America Saves15分鐘
1 個練習
Module 3: Saving Strategies30分鐘
完成時間為 1 小時

Module 4: The Time Value of Money

Understanding why the time value of money is a very important concept -- so important it has its own module!...
1 個視頻 (總計 14 分鐘), 1 個閱讀材料, 1 個測驗
1 個視頻
1 個閱讀材料
Module 4 Overview10分鐘
1 個練習
Module 4: Time Value of Money20分鐘
3
完成時間為 2 小時

Module 5: Borrowing and Credit

The ability to use debt and credit to finance purchases has its advantages and disadvantages. Understanding topics related to loan repayment and how your borrowing and credit use behavior may impact your credit report is critical for being able to have access to debt and credit use in the future....
11 個視頻 (總計 59 分鐘), 1 個閱讀材料, 1 個測驗
11 個視頻
Lecture: Borrowing and Credit: Pros and Cons8分鐘
Lecture: Loan Amortization Part One5分鐘
Lecture: Loan Amortization Part Two6分鐘
Lecture: Loan Amortization Part Three5分鐘
Vignette: What Is a Credit Report?2分鐘
Lecture: Credit Reports10分鐘
Lecture: Credit Scores9分鐘
Loan Denial Testimonial: Bad Credit History1分鐘
Loan Denial Testimonial: No Credit History1分鐘
Loan Denial Testimonial: Identity Theft1分鐘
1 個閱讀材料
Module 5 Overview10分鐘
1 個練習
Module 5: Borrowing and Credit20分鐘
完成時間為 2 小時

Module 6: Investing

In this module you'll be introduced to investment terms and key investment strategies. This foundation will allow you to better understand investment choices and information that you'll encounter throughout your life....
7 個視頻 (總計 48 分鐘), 2 個閱讀材料, 1 個測驗
7 個視頻
Lecture: Introduction to Investing Terms13分鐘
Lecture: Understanding Investment Risk6分鐘
Street Interview: What Does It Mean to Diversify Investments?1分鐘
Lecture: Diversify Your Investments9分鐘
Vignette: When to Start Saving for Retirement?2分鐘
Lecture: Investing Tips for Young Adults13分鐘
2 個閱讀材料
Module 6 Overview10分鐘
Building on Your Knowledge10分鐘
1 個練習
Module 6 Investing34分鐘
4
完成時間為 3 小時

Module 7: Risk Management

This module covers risk related topics related to insurance, and introduces learners to the concept of personal risk tolerance and how it might impact individualized risk management strategies....
7 個視頻 (總計 68 分鐘), 2 個閱讀材料, 2 個測驗
7 個視頻
Street Interview: Why Do You Buy Insurance?1分鐘
Lecture: Insurance Basics21分鐘
Street Interview: What Determines the Cost of Insurance?1分鐘
Lecture: Life Insurance13分鐘
Vignette: Are You Ready for Life Insurance?4分鐘
Lecture: Insurance Risk Panel Discussion15分鐘
2 個閱讀材料
Module 7 Overview10分鐘
Financial Literacy Quiz5分鐘
2 個練習
Post-Test Financial Literacy12分鐘
Risk Management Quiz20分鐘
完成時間為 2 小時

Module 8: Financial Planning as a Career

The module provides an overview of the career opportunities in financial planning. You will get to see what it is like to engage and assist people (clients) from a variety of walks-of life. This module is optional in terms of completion of the course certificate. There is no required assignment in this module....
8 個視頻 (總計 57 分鐘), 2 個閱讀材料, 1 個測驗
8 個視頻
Lecture: Financial Planning as a Career Part One8分鐘
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3分鐘
Mock-Up Video: Young Client Meeting with a Financial Planner3分鐘
Lecture: Financial Planning as a Career Part Two20分鐘
Interview: Interview with a Financial Planner Video One8分鐘
Interview: Interview with a Financial Planner Video Two7分鐘
I Am A CFP® Pro: Campaign Spokepeople2分鐘
2 個閱讀材料
Module 8 Overview10分鐘
CFPPro.org10分鐘
1 個練習
Financial Planning as a Career Quiz10分鐘
4.4
21 個審閱Chevron Right

50%

完成這些課程後已開始新的職業生涯

50%

通過此課程獲得實實在在的工作福利

熱門審閱

創建者 LCApr 3rd 2018

Loved this class. Appreciate so much that it was so practical. A basic class, but thorough. Just what I needed.

創建者 BKMay 4th 2018

Great source of knowledge to build a base if you are looking to become a CFP or even just a career in fina

講師

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Nicholas Paulson

Associate Professor
Department of Agricultural and Consumer Economics
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Kathryn L. Sweedler

Consumer Economics Educator
University of Illinois Extension
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Charles R. Chaffin

Director of Academic Programs and Initiatives
Certified Financial Planner Board of Standards

關於 伊利诺伊大学香槟分校

The University of Illinois at Urbana-Champaign is a world leader in research, teaching and public engagement, distinguished by the breadth of its programs, broad academic excellence, and internationally renowned faculty and alumni. Illinois serves the world by creating knowledge, preparing students for lives of impact, and finding solutions to critical societal needs. ...

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