This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance, renters insurance, auto insurance, and umbrella insurance. You will also learn about estate planning, including the documents involved and special considerations for new parents.
提供方
課程信息
2,787 次近期查看
可靈活調整截止日期
根據您的日程表重置截止日期。
可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 5 門課程（共 5 門）
初級
This course is for anyone with a desire to understand risk management as it relates to their personal finances and financial goals.
完成時間大約為7 小時
英語（English）
字幕：英語（English）
您將獲得的技能
- Estate Planning
- Risk Management
- Life Insurance
- Health Insurance
- Insurance
可靈活調整截止日期
根據您的日程表重置截止日期。
可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 5 門課程（共 5 門）
初級
This course is for anyone with a desire to understand risk management as it relates to their personal finances and financial goals.
完成時間大約為7 小時
英語（English）
字幕：英語（English）
提供方
SoFi
SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.
授課大綱 - 您將從這門課程中學到什麼
完成時間為 2 小時
Understanding Basic Insurance Concepts
This module will help you understand the different kinds of insurance and how they fit into a financial plan. It will also explore the specific kinds of health insurance.
完成時間為 2 小時
4 個視頻 （總計 17 分鐘）, 9 個閱讀材料, 4 個測驗
完成時間為 2 小時
Protecting Against Death and Disability
This module will help you understand life insurance, including the different types and how to determine how much you need. It will also explore disability insurance.
完成時間為 2 小時
6 個視頻 （總計 34 分鐘）, 6 個閱讀材料, 5 個測驗
完成時間為 1 小時
Insuring Your Home, Apartment, and Car
This module will help you understand the basics of homeowners, renters, auto, and liability insurance.
完成時間為 1 小時
3 個視頻 （總計 14 分鐘）, 4 個閱讀材料, 5 個測驗
完成時間為 1 小時
Implementing Basic Estate Documentation
This module will help you understand the basics of estate planning, including the common documents associated with estate planning and the specific needs of new parents.
完成時間為 1 小時
1 個視頻 （總計 6 分鐘）, 5 個閱讀材料, 3 個測驗
關於 The Fundamentals of Personal Finance 專項課程
This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.
常見問題
我什么时候能够访问课程视频和作业？
我订阅此专项课程后会得到什么？
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還有其他問題嗎？請訪問 學生幫助中心。
