Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals.
青少年金融规划
伊利诺伊大学香槟分校课程信息
学生职业成果
25%
完成这些课程后已开始新的职业生涯
25%
通过此课程获得实实在在的工作福利
可分享的证书
完成后获得证书
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20 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
您将获得的技能
Risk ManagementBudgetSavingInvestment
学生职业成果
25%
完成这些课程后已开始新的职业生涯
25%
通过此课程获得实实在在的工作福利
可分享的证书
完成后获得证书
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20 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
提供方
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.
教学大纲 - 您将从这门课程中学到什么
完成时间为 2 小时
Orientation
完成时间为 2 小时
2 个视频 （总计 4 分钟）, 5 个阅读材料, 2 个测验
完成时间为 3 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.
完成时间为 3 小时
7 个视频 （总计 41 分钟）, 2 个阅读材料, 2 个测验
完成时间为 3 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.
完成时间为 3 小时
8 个视频 （总计 60 分钟）, 1 个阅读材料, 2 个测验
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.
完成时间为 2 小时
7 个视频 （总计 40 分钟）, 2 个阅读材料, 2 个测验
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!
完成时间为 1 小时
1 个视频 （总计 14 分钟）, 1 个阅读材料, 1 个测验
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.
完成时间为 2 小时
11 个视频 （总计 59 分钟）, 1 个阅读材料, 1 个测验
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.
完成时间为 2 小时
7 个视频 （总计 48 分钟）, 2 个阅读材料, 1 个测验
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.
完成时间为 3 小时
7 个视频 （总计 68 分钟）, 2 个阅读材料, 2 个测验
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.
完成时间为 2 小时
8 个视频 （总计 57 分钟）, 2 个阅读材料, 1 个测验
审阅
来自青少年金融规划的热门评论
由 LG 提供Mar 31, 2018
Great class overall. I would like to see more updated information, as many of the links no longer work and the material is from about 2012. I would also love to see more diversity in the vignettes.
由 TJ 提供Aug 4, 2017
Financial planning as a career seems too forceful at the end of the course. Other then that, it is a very good course with good contents and interesting videos for easy understanding.
由 DH 提供Dec 20, 2020
What a wonderful introduction to financial concepts and the world of personal finance. If you take this course, you will learn something new every week and will not be disappointed!
由 SS 提供Jun 21, 2020
I really enjoyed the course throughout its duration, the teachers are easy to understand even for a non-english (I'm Italian). I look forward to put the skills I've acquired to use!
常见问题
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完成课程后，我会获得大学学分吗？
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