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.
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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
26%
26%
您将获得的技能
- Risk Management
- Budget
- Saving
- Investment
学生职业成果
26%
26%
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.
授课大纲 - 您将从这门课程中学到什么
Orientation
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.
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.
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.
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!
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.
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.
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.
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.
审阅
- 5 stars70.03%
- 4 stars22.49%
- 3 stars4.02%
- 2 stars1.64%
- 1 star1.80%
来自青少年金融规划的热门评论
fundamental knowledge for young adult in financial planing, encourage students to start speculate their finance, and start saving. Very useful and easy to follow
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.
The course is very good & helpful. just MS Kathyrn materials (PDF) not clear and questions tricky and no hints about under which condition, Thanks for the course.
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!
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