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Personal & Family Financial Planning, University of Florida

4.6
121 个评分
45 个审阅

课程信息

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....
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44 个审阅

创建者 Dianifer Rodriguez

Sep 19, 2018

Thank you

创建者 Ashley Williams

Sep 06, 2018

I absolutely love this course! Recently I decided to become a FInancial Coach and the information here is very detailed & explained well. This course has given me a good refresher, and I've also learned some new things. I now have the confidence I needed to better assist my clients since starting this course. Thank you so much for creating such a wonderful course!!

创建者 Piper Keebaugh

Sep 05, 2018

Very informative!

创建者 Ralph Morgan

Aug 02, 2018

Quite interesting, but the assignment and quiz questions for the verified certificate and very easy (there are some more complex assignment tasks mentioned in the course, but they aren't actually included in the grading). The content is also *very* parochial (US-centric), which is good if non-US students want to learn a bit about the foibles of the US version of retirement savings, medical insurance and mutual fund fees... A good introduction to the core areas of financial planning if you are just starting out.

The lecturer does emphasize actively managed mutual funds a lot - I'd suggest reading up on the research that shows that most of these actually underperform the relevant market index once fees (and survivor bias - poorly performing funds tend to be closed down and disappear from the performance tables) are taken into account, so a mix of low-cost index funds may be worth checking out.

创建者 tifini kamara

Jun 25, 2018

This course has been a complete blessing in my life (personally and professionally). I learned many concepts that I could apply in real life, in real time. My only suggestion is that the questions featured in the quizzes / assignments more closely align with the lecture material. Otherwise this is the perfect class to begin a foundation in the ever-changing world of finance.

创建者 Sara Hajian

Jun 01, 2018

It was valuable information in this course. If a person start to use what they learn in this course like the professor mentioned in one of the videos, they will definitely have different financial status and better grasp about meaning of their bank statements in couple of years.

创建者 Ali Aktas

May 26, 2018

The course was very accessible and very at ease when it came to completing the various assignments for evaluation. Was very satisfied with the video presentations and the various tutorials as well.

创建者 Darrell Richardson Jr

May 14, 2018

I Enjoyed It, somewhat

创建者 Lenin Vargas

May 06, 2018

so far , very good and helpful

创建者 DHRUV PATIL

Apr 15, 2018

The course is well designed for a beginner who wish to understand Personal & Family Financial Planning and wants a kick start getting hold of his finances. The course takes you step by step and provide sufficient material as tools to manage your finances. Though more suited for residents of United States, the basic structure is still useful in carving out if you are looking for requisite understanding in family financial planning.