About this course: 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.
Created by: University of Florida
Taught by: Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
Understanding Personal Finance
Path to financial security and time value of money.
4 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Course Introduction: Understanding Personal Finance
- Video: Path to Financial Security
- Video: Time Value of Money
- Video: Assignment
- Вопрос для обсуждения: Discussion 1
Graded: Time Value of Money Assignment
Graded: Quiz 1
WEEK 2
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements.
5 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Financial Statements, Tools, and Budgets
- Video: Managing Your Flows
- Video: Creating and Reviewing Your Statements
- Video: Analyzing Your Financial Statements
- Video: Assignment
- Вопрос для обсуждения: Discussion 2
Graded: Financial Record Keeping Assignment
Graded: Quiz 2
WEEK 3
Managing Income Taxes
Income tax basics.
3 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Managing Income Taxes
- Video: Understanding Income Taxes
- Video: Assignment
- Вопрос для обсуждения: Discussion 3
Graded: Tax Planning Assignment
Graded: Quiz 3 - Taxation
WEEK 4
Building and Maintaining Good Credit
Credit basics.
4 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Building and Maintaining Good Credit
- Video: Credit Basics and Debt Management
- Video: Credit Reports and Scores
- Video: Assignment
- Вопрос для обсуждения: Discussion 4
Graded: Credit Report Assignment
Graded: Quiz 4 - Credit
WEEK 5
Managing Risk
Risk management basics and insurance overview.
4 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Managing Risk
- Video: Insurance Decision Making
- Video: Introduction to Risk Management
- Video: Assignment
- Вопрос для обсуждения: Discussion 5
Graded: Insurance Assignment
Graded: Quiz 5 - Risk Management
WEEK 6
Investment Fundamentals
Rules of investing; Debt and equity.
5 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Investment Fundamentals
- Video: Saving and Investing
- Video: Owner or Lender
- Video: Rules of Investing
- Video: Assignment
- Вопрос для обсуждения: Discussion 6
Graded: Quiz 6
WEEK 7
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan.
3 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Mutual Funds
- Video: Mutual Funds
- Video: Assignment
- Вопрос для обсуждения: Discussion 7
Graded: Mutual Funds Assignment
Graded: Quiz 7 - Mutual Funds
WEEK 8
Personal Plan of Action
Putting your personal plan together.
2 videos, 1 reading
- Video: Announcement
- Материал для самостоятельного изучения: Personal Plan of Action
- Video: Putting Your Plan Together
WEEK 9
Bonus Module
1 reading
- Материал для самостоятельного изучения: IRS Bonus Module: Steps to be a VITA Volunteer
FAQs
How It Works
Задания курса
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Сертификаты
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Creators
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.
Pricing
| Приобрести курс | Прослушать | |
|---|---|---|
| Получить доступ к материалам курса | Available | Available |
| Получить доступ к оцениваемым материалам курса | Available | Not available |
| Получить итоговую оценку | Available | Not available |
| Earn a shareable Course Certificate | Available | Not available |
Ratings and Reviews
The professor is awesome. I love his presentations. It is a good course and I hope it helps me in the future to manage my finances. I got chance to learn many new things from this course. Thank you all the direct and indirect team members of this course. Thank you very very much.
Get course!!! It is always great to review basics. You never know, you might learn something new.
Very detailed and useful, great lessons!
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AG
Course of high quality!