- Level Foundation
- Duration 15 hours
- Course by University of Florida
-
Offered by
About
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.Modules
Module 1
4
Videos
- Announcement
- Path to Financial Security
- Time Value of Money
- Assignment
1
Readings
- Course Introduction: Understanding Personal Finance
Review
2
Assignment
- Time Value of Money Assignment
- Quiz 1
1
Discussions
- Discussion 1
Module 2
5
Videos
- Announcement
- Managing Your Flows
- Creating and Reviewing Your Statements
- Analyzing Your Financial Statements
- Assignment
1
Readings
- Financial Statements, Tools, and Budgets
Review
2
Assignment
- Financial Record Keeping Assignment
- Quiz 2
1
Discussions
- Discussion 2
Module 3
3
Videos
- Announcement
- Understanding Income Taxes
- Assignment
1
Readings
- Managing Income Taxes
Review
2
Assignment
- Tax Planning Assignment
- Quiz 3 - Taxation
1
Discussions
- Discussion 3
Module 4
4
Videos
- Announcement
- Credit Basics and Debt Management
- Credit Reports and Scores
- Assignment
1
Readings
- Building and Maintaining Good Credit
Review
2
Assignment
- Credit Report Assignment
- Quiz 4 - Credit
1
Discussions
- Discussion 4
Module 5
4
Videos
- Announcement
- Insurance Decision Making
- Introduction to Risk Management
- Assignment
1
Readings
- Managing Risk
Review
2
Assignment
- Insurance Assignment
- Quiz 5 - Risk Management
1
Discussions
- Discussion 5
Week 6
5
Videos
- Announcement
- Saving and Investing
- Owner or Lender
- Rules of Investing
- Assignment
1
Readings
- Investment Fundamentals
Review
1
Assignment
- Quiz 6
1
Discussions
- Discussion 6
Week 7
3
Videos
- Announcement
- Mutual Funds
- Assignment
1
Readings
- Mutual Funds
Review
2
Assignment
- Mutual Funds Assignment
- Quiz 7 - Mutual Funds
1
Discussions
- Discussion 7
Week 8
2
Videos
- Announcement
- Putting Your Plan Together
1
Readings
- Personal Plan of Action
IRS Bonus Module
1
Readings
- IRS Bonus Module: Steps to be a VITA Volunteer
Auto Summary
This Personal & Family Financial Planning course, offered by Coursera, focuses on building prudent financial management habits for students and beyond. Spanning 900 minutes, it covers essential personal finance topics. Ideal for beginners, the course is available through Starter, Professional, and Paid subscriptions, making it accessible to a wide audience aiming to enhance their financial literacy.
Michael S. Gutter, Ph.D.