课程信息
4.5
100 个评分
19 个审阅
100% 在线

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

可灵活调整截止日期

根据您的日程表重置截止日期。
初级

初级

完成时间(小时)

完成时间大约为14 小时

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

英语(English)

字幕:英语(English)...

您将获得的技能

Risk ManagementBudgetSavingInvestment
100% 在线

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

可灵活调整截止日期

根据您的日程表重置截止日期。
初级

初级

完成时间(小时)

完成时间大约为14 小时

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

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(小时)
完成时间为 2 小时

Orientation

...
Reading
2 个视频(共 4 分钟), 5 个阅读材料, 2 个测验
Video2 个视频
Course Overview1分钟
Reading5 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
Quiz2 个练习
Orientation Quiz10分钟
Financial Literacy Pretest12分钟
完成时间(小时)
完成时间为 2 小时

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....
Reading
7 个视频(共 41 分钟), 2 个阅读材料, 2 个测验
Video7 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
Reading2 个阅读材料
Module 1 Overview10分钟
Reading: Exploring Money Personalities Further10分钟
Quiz1 个练习
Module 1: Financial Goals & Assessing Your Situation Quiz14分钟
2
完成时间(小时)
完成时间为 2 小时

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....
Reading
8 个视频(共 60 分钟), 1 个阅读材料, 2 个测验
Video8 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
Reading1 个阅读材料
Module 2 Overview10分钟
Quiz1 个练习
Module 2: Budgeting and Cash Flow Management Quiz20分钟
完成时间(小时)
完成时间为 2 小时

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....
Reading
7 个视频(共 40 分钟), 2 个阅读材料, 2 个测验
Video7 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
Reading2 个阅读材料
Module 3 Overview10分钟
Reading: America Saves15分钟
Quiz1 个练习
Module 3: Saving Strategies30分钟
完成时间(小时)
完成时间为 1 小时

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!...
Reading
1 个视频(共 14 分钟), 1 个阅读材料, 1 个测验
Video1 个视频
Reading1 个阅读材料
Module 4 Overview10分钟
Quiz1 个练习
Module 4: Time Value of Money20分钟
3
完成时间(小时)
完成时间为 2 小时

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....
Reading
11 个视频(共 59 分钟), 1 个阅读材料, 1 个测验
Video11 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
Reading1 个阅读材料
Module 5 Overview10分钟
Quiz1 个练习
Module 5: Borrowing and Credit20分钟
完成时间(小时)
完成时间为 2 小时

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....
Reading
7 个视频(共 48 分钟), 2 个阅读材料, 1 个测验
Video7 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
Reading2 个阅读材料
Module 6 Overview10分钟
Building on Your Knowledge10分钟
Quiz1 个练习
Module 6 Investing34分钟
4
完成时间(小时)
完成时间为 3 小时

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....
Reading
7 个视频(共 68 分钟), 2 个阅读材料, 2 个测验
Video7 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
Reading2 个阅读材料
Module 7 Overview10分钟
Financial Literacy Quiz5分钟
Quiz2 个练习
Post-Test Financial Literacy12分钟
Risk Management Quiz20分钟
完成时间(小时)
完成时间为 2 小时

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....
Reading
8 个视频(共 57 分钟), 2 个阅读材料, 1 个测验
Video8 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
Reading2 个阅读材料
Module 8 Overview10分钟
CFPPro.org10分钟
Quiz1 个练习
Financial Planning as a Career Quiz10分钟

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 University of Illinois at Urbana-Champaign

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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