课程信息
25,853 次近期查看

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

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初级

完成时间大约为14 小时

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

英语(English)

字幕:英语(English)

您将获得的技能

Risk ManagementBudgetSavingInvestment

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

根据您的日程表重置截止日期。

初级

完成时间大约为14 小时

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

英语(English)

字幕:英语(English)

教学大纲 - 您将从这门课程中学到什么

1
完成时间为 2 小时

Orientation

2 个视频 (总计 4 分钟), 5 个阅读材料, 2 个测验
2 个视频
Course Overview1分钟
5 个阅读材料
Course Syllabus10分钟
About the Discussion Forums10分钟
Social Media10分钟
Updating Your Profile10分钟
About the Financial Literacy Quiz Pretest10分钟
2 个练习
Orientation Quiz10分钟
Financial Literacy Pretest12分钟
完成时间为 2 小时

Module 1: Setting Financial Goals and Assessing Your Situation

7 个视频 (总计 41 分钟), 2 个阅读材料, 2 个测验
7 个视频
Lecture: Dream Big5分钟
Vignette: Belize for Spring Break?2分钟
Lecture: What Influences Our Financial Decisions?11分钟
Vignette: Education, Retirement, or Fun?3分钟
Lecture: Where Are You Now?9分钟
Lecture: Turning Dreams into Goals7分钟
2 个阅读材料
Module 1 Overview10分钟
Reading: Exploring Money Personalities Further10分钟
1 个练习
Module 1: Financial Goals & Assessing Your Situation Quiz14分钟
2
完成时间为 2 小时

Module 2: Budgeting and Cash Flow Management

8 个视频 (总计 60 分钟), 1 个阅读材料, 2 个测验
8 个视频
Lecture: Budgeting Overview14分钟
Street Interview: How Can You Avoid Overspending?2分钟
Interview: Investment Advisor Interview7分钟
Vignette: Creating a Budget2分钟
Lecture: Financial Services14分钟
Lecture: Alternatives to Cash14分钟
Street Interview: What Are the Pros and Cons of Using a Credit Card?2分钟
1 个阅读材料
Module 2 Overview10分钟
1 个练习
Module 2: Budgeting and Cash Flow Management Quiz20分钟
完成时间为 2 小时

Module 3: Saving Strategies

7 个视频 (总计 40 分钟), 2 个阅读材料, 2 个测验
7 个视频
Lecture: Why Save Money?8分钟
Lecture: How to Start Saving Money10分钟
Vignette: Set a Savings Goal2分钟
Lecture: Build a Savings Habit5分钟
Street Interview: What Are Some Barriers to Saving Money?1分钟
Lecture: Barriers to Saving8分钟
2 个阅读材料
Module 3 Overview10分钟
Reading: America Saves15分钟
1 个练习
Module 3: Saving Strategies30分钟
完成时间为 1 小时

Module 4: The Time Value of Money

1 个视频 (总计 14 分钟), 1 个阅读材料, 1 个测验
1 个视频
1 个阅读材料
Module 4 Overview10分钟
1 个练习
Module 4: Time Value of Money20分钟
3
完成时间为 2 小时

Module 5: Borrowing and Credit

11 个视频 (总计 59 分钟), 1 个阅读材料, 1 个测验
11 个视频
Lecture: Borrowing and Credit: Pros and Cons8分钟
Lecture: Loan Amortization Part One5分钟
Lecture: Loan Amortization Part Two6分钟
Lecture: Loan Amortization Part Three5分钟
Vignette: What Is a Credit Report?2分钟
Lecture: Credit Reports10分钟
Lecture: Credit Scores9分钟
Loan Denial Testimonial: Bad Credit History1分钟
Loan Denial Testimonial: No Credit History1分钟
Loan Denial Testimonial: Identity Theft1分钟
1 个阅读材料
Module 5 Overview10分钟
1 个练习
Module 5: Borrowing and Credit20分钟
完成时间为 2 小时

Module 6: Investing

7 个视频 (总计 48 分钟), 2 个阅读材料, 1 个测验
7 个视频
Lecture: Introduction to Investing Terms13分钟
Lecture: Understanding Investment Risk6分钟
Street Interview: What Does It Mean to Diversify Investments?1分钟
Lecture: Diversify Your Investments9分钟
Vignette: When to Start Saving for Retirement?2分钟
Lecture: Investing Tips for Young Adults13分钟
2 个阅读材料
Module 6 Overview10分钟
Building on Your Knowledge10分钟
1 个练习
Module 6 Investing34分钟
4
完成时间为 3 小时

Module 7: Risk Management

7 个视频 (总计 68 分钟), 2 个阅读材料, 2 个测验
7 个视频
Street Interview: Why Do You Buy Insurance?1分钟
Lecture: Insurance Basics21分钟
Street Interview: What Determines the Cost of Insurance?1分钟
Lecture: Life Insurance13分钟
Vignette: Are You Ready for Life Insurance?4分钟
Lecture: Insurance Risk Panel Discussion15分钟
2 个阅读材料
Module 7 Overview10分钟
Financial Literacy Quiz5分钟
2 个练习
Post-Test Financial Literacy12分钟
Risk Management Quiz20分钟
完成时间为 2 小时

Module 8: Financial Planning as a Career

8 个视频 (总计 57 分钟), 2 个阅读材料, 1 个测验
8 个视频
Lecture: Financial Planning as a Career Part One8分钟
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3分钟
Mock-Up Video: Young Client Meeting with a Financial Planner3分钟
Lecture: Financial Planning as a Career Part Two20分钟
Interview: Interview with a Financial Planner Video One8分钟
Interview: Interview with a Financial Planner Video Two7分钟
I Am A CFP® Pro: Campaign Spokepeople2分钟
2 个阅读材料
Module 8 Overview10分钟
CFPPro.org10分钟
1 个练习
Financial Planning as a Career Quiz10分钟
4.5
25 个审阅Chevron Right

50%

完成这些课程后已开始新的职业生涯

50%

通过此课程获得实实在在的工作福利

来自青少年金融规划的热门评论

创建者 LCApr 3rd 2018

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

创建者 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

讲师

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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

关于 伊利诺伊大学香槟分校

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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