This course is a general overview of a variety of personal finance topics - including budgeting, the importance of your credit score, cash flow, setting financial goals, and taxes. Taught by two CERTIFIED FINANCIAL PLANNER™ Professionals, the concepts are broken down through videos, readings, and activities so you can apply what you are learning in real time. The course provides the foundation to build on for the rest of The Fundamentals of Personal Finance Specialization or as a standalone survey course to improve your understanding of basic personal finance terminology, as well as how they apply to your own financial situation.
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课程信息
14,786 次近期查看
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100% 在线
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第 1 门课程（共 5 门）
初级
This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.
完成时间大约为12 小时
英语（English）
字幕：英语（English）
您将获得的技能
Financial Planning (Business)Credit ScoreTaxesgoal settingBudget
可灵活调整截止日期
根据您的日程表重置截止日期。
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。
第 1 门课程（共 5 门）
初级
This course is for anyone with a desire to understand your current financial situation and learn the steps to reach your future financial goals.
完成时间大约为12 小时
英语（English）
字幕：英语（English）
提供方
SoFi
SoFi’s mission is to help people reach financial independence to realize their ambitions. And financial independence doesn’t just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We’re constantly innovating and building ways to give our members what they need to make that happen.
教学大纲 - 您将从这门课程中学到什么
完成时间为 3 小时
Approaching Your Finances with Purpose
This module will cover the importance of being intentional with your finances and the underlying forces impacting your current relationship with money.
完成时间为 3 小时
16 个视频 （总计 70 分钟）, 8 个阅读材料, 6 个测验
完成时间为 3 小时
Understanding Your Net Worth and Credit Score
This module will help you assess your current financial situation by detailing assets, liabilities, and credit scores.
完成时间为 3 小时
13 个视频 （总计 64 分钟）, 7 个阅读材料, 7 个测验
完成时间为 3 小时
Assessing Your Cash Flow and Taxes
This module will help you understand where your money is coming from and where it is going, including taxes.
完成时间为 3 小时
11 个视频 （总计 49 分钟）, 11 个阅读材料, 7 个测验
完成时间为 3 小时
Planning and Budgeting for Your Future
This module will identify different budgeting strategies, financial goals, and how to ensure your money is working towards those priorities.
完成时间为 3 小时
14 个视频 （总计 78 分钟）, 10 个阅读材料, 8 个测验
审阅
来自INTRODUCTION TO PERSONAL FINANCE的热门评论
由 EO 提供Sep 28, 2021
Great overview amd first look into personal fiance. If you already know a little bit about personal finance it may be a little basic but overall a very well rounded valuable course.
由 ER 提供Jun 30, 2021
Great foundation into personal finance. Repetitive and sometimes boring if you have some footing in that area, but a great reference for those who do not!
由 MN 提供Jun 24, 2021
Great overall course that can help with your personal finances and if you are in a business can also help with your goals for that business
由 BR 提供Jul 8, 2021
This was a great course, I enjoyed learning about the psychology behind finances. Having the order we should do things in was helpful.
关于 The Fundamentals of Personal Finance 专项课程
This Specialization is intended for anyone looking to take control of their finances. Through these five courses, you will cover a variety of personal finance topics, including budgets, investing, and managing risk. The readings, videos, and activities will prepare you to understand the current state of your money, as well as take actions to work toward your financial goals. This specialization is geared towards learners in the United States of America.
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