このコースについて
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100%オンライン

自分のスケジュールですぐに学習を始めてください。

柔軟性のある期限

スケジュールに従って期限をリセットします。

初級レベル

約14時間で修了

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

英語

字幕:英語

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Risk ManagementBudgetSavingInvestment

100%オンライン

自分のスケジュールですぐに学習を始めてください。

柔軟性のある期限

スケジュールに従って期限をリセットします。

初級レベル

約14時間で修了

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

英語

字幕:英語

シラバス - 本コースの学習内容

1
2時間で修了

Orientation

...
2件のビデオ (合計4分), 5 readings, 2 quizzes
2件のビデオ
Course Overview1 分
5件の学習用教材
Course Syllabus10 分
About the Discussion Forums10 分
Social Media10 分
Updating Your Profile10 分
About the Financial Literacy Quiz Pretest10 分
2の練習問題
Orientation Quiz10 分
Financial Literacy Pretest12 分
2時間で修了

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件のビデオ (合計41分), 2 readings, 2 quizzes
7件のビデオ
Lecture: Dream Big5 分
Vignette: Belize for Spring Break?2 分
Lecture: What Influences Our Financial Decisions?11 分
Vignette: Education, Retirement, or Fun?3 分
Lecture: Where Are You Now?9 分
Lecture: Turning Dreams into Goals7 分
2件の学習用教材
Module 1 Overview10 分
Reading: Exploring Money Personalities Further10 分
1の練習問題
Module 1: Financial Goals & Assessing Your Situation Quiz14 分
2
2時間で修了

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件のビデオ (合計60分), 1 reading, 2 quizzes
8件のビデオ
Lecture: Budgeting Overview14 分
Street Interview: How Can You Avoid Overspending?2 分
Interview: Investment Advisor Interview7 分
Vignette: Creating a Budget2 分
Lecture: Financial Services14 分
Lecture: Alternatives to Cash14 分
Street Interview: What Are the Pros and Cons of Using a Credit Card?2 分
1件の学習用教材
Module 2 Overview10 分
1の練習問題
Module 2: Budgeting and Cash Flow Management Quiz20 分
2時間で修了

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件のビデオ (合計40分), 2 readings, 2 quizzes
7件のビデオ
Lecture: Why Save Money?8 分
Lecture: How to Start Saving Money10 分
Vignette: Set a Savings Goal2 分
Lecture: Build a Savings Habit5 分
Street Interview: What Are Some Barriers to Saving Money?1 分
Lecture: Barriers to Saving8 分
2件の学習用教材
Module 3 Overview10 分
Reading: America Saves15 分
1の練習問題
Module 3: Saving Strategies30 分
1時間で修了

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件のビデオ (合計14分), 1 reading, 1 quiz
1件のビデオ
1件の学習用教材
Module 4 Overview10 分
1の練習問題
Module 4: Time Value of Money20 分
3
2時間で修了

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件のビデオ (合計59分), 1 reading, 1 quiz
11件のビデオ
Lecture: Borrowing and Credit: Pros and Cons8 分
Lecture: Loan Amortization Part One5 分
Lecture: Loan Amortization Part Two6 分
Lecture: Loan Amortization Part Three5 分
Vignette: What Is a Credit Report?2 分
Lecture: Credit Reports10 分
Lecture: Credit Scores9 分
Loan Denial Testimonial: Bad Credit History1 分
Loan Denial Testimonial: No Credit History1 分
Loan Denial Testimonial: Identity Theft1 分
1件の学習用教材
Module 5 Overview10 分
1の練習問題
Module 5: Borrowing and Credit20 分
2時間で修了

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件のビデオ (合計48分), 2 readings, 1 quiz
7件のビデオ
Lecture: Introduction to Investing Terms13 分
Lecture: Understanding Investment Risk6 分
Street Interview: What Does It Mean to Diversify Investments?1 分
Lecture: Diversify Your Investments9 分
Vignette: When to Start Saving for Retirement?2 分
Lecture: Investing Tips for Young Adults13 分
2件の学習用教材
Module 6 Overview10 分
Building on Your Knowledge10 分
1の練習問題
Module 6 Investing34 分
4
3時間で修了

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件のビデオ (合計68分), 2 readings, 2 quizzes
7件のビデオ
Street Interview: Why Do You Buy Insurance?1 分
Lecture: Insurance Basics21 分
Street Interview: What Determines the Cost of Insurance?1 分
Lecture: Life Insurance13 分
Vignette: Are You Ready for Life Insurance?4 分
Lecture: Insurance Risk Panel Discussion15 分
2件の学習用教材
Module 7 Overview10 分
Financial Literacy Quiz5 分
2の練習問題
Post-Test Financial Literacy12 分
Risk Management Quiz20 分
2時間で修了

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件のビデオ (合計57分), 2 readings, 1 quiz
8件のビデオ
Lecture: Financial Planning as a Career Part One8 分
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3 分
Mock-Up Video: Young Client Meeting with a Financial Planner3 分
Lecture: Financial Planning as a Career Part Two20 分
Interview: Interview with a Financial Planner Video One8 分
Interview: Interview with a Financial Planner Video Two7 分
I Am A CFP® Pro: Campaign Spokepeople2 分
2件の学習用教材
Module 8 Overview10 分
CFPPro.org10 分
1の練習問題
Financial Planning as a Career Quiz10 分
4.4
22件のレビューChevron Right

50%

コース終了後に新しいキャリアをスタートした

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人気のレビュー

by LCApr 3rd 2018

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

by 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

イリノイ大学アーバナ・シャンペーン校(University of Illinois at Urbana-Champaign)について

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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