Über diesen Kurs
4.4
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22 Bewertungen

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Stufe „Anfänger“

Ca. 14 Stunden zum Abschließen

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

Englisch

Untertitel: Englisch

Kompetenzen, die Sie erwerben

Risk ManagementBudgetSavingInvestment

100 % online

Beginnen Sie sofort und lernen Sie in Ihrem eigenen Tempo.

Flexible Fristen

Setzen Sie Fristen gemäß Ihrem Zeitplan zurück.

Stufe „Anfänger“

Ca. 14 Stunden zum Abschließen

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

Englisch

Untertitel: Englisch

Lehrplan - Was Sie in diesem Kurs lernen werden

Woche
1
2 Stunden zum Abschließen

Orientation

...
2 Videos (Gesamt 4 min), 5 Lektüren, 2 Quiz
2 Videos
Course Overview1m
5 Lektüren
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
2 praktische Übungen
Orientation Quiz10m
Financial Literacy Pretest12m
2 Stunden zum Abschließen

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....
7 Videos (Gesamt 41 min), 2 Lektüren, 2 Quiz
7 Videos
Lecture: Dream Big5m
Vignette: Belize for Spring Break?2m
Lecture: What Influences Our Financial Decisions?11m
Vignette: Education, Retirement, or Fun?3m
Lecture: Where Are You Now?9m
Lecture: Turning Dreams into Goals7m
2 Lektüren
Module 1 Overview10m
Reading: Exploring Money Personalities Further10m
1 praktische Übung
Module 1: Financial Goals & Assessing Your Situation Quiz14m
Woche
2
2 Stunden zum Abschließen

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....
8 Videos (Gesamt 60 min), 1 Lektüre, 2 Quiz
8 Videos
Lecture: Budgeting Overview14m
Street Interview: How Can You Avoid Overspending?2m
Interview: Investment Advisor Interview7m
Vignette: Creating a Budget2m
Lecture: Financial Services14m
Lecture: Alternatives to Cash14m
Street Interview: What Are the Pros and Cons of Using a Credit Card?2m
1 Lektüre
Module 2 Overview10m
1 praktische Übung
Module 2: Budgeting and Cash Flow Management Quiz20m
2 Stunden zum Abschließen

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....
7 Videos (Gesamt 40 min), 2 Lektüren, 2 Quiz
7 Videos
Lecture: Why Save Money?8m
Lecture: How to Start Saving Money10m
Vignette: Set a Savings Goal2m
Lecture: Build a Savings Habit5m
Street Interview: What Are Some Barriers to Saving Money?1m
Lecture: Barriers to Saving8m
2 Lektüren
Module 3 Overview10m
Reading: America Saves15m
1 praktische Übung
Module 3: Saving Strategies30m
1 Stunde zum Abschließen

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!...
1 Video (Gesamt 14 min), 1 Lektüre, 1 Quiz
1 Lektüre
Module 4 Overview10m
1 praktische Übung
Module 4: Time Value of Money20m
Woche
3
2 Stunden zum Abschließen

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....
11 Videos (Gesamt 59 min), 1 Lektüre, 1 Quiz
11 Videos
Lecture: Borrowing and Credit: Pros and Cons8m
Lecture: Loan Amortization Part One5m
Lecture: Loan Amortization Part Two6m
Lecture: Loan Amortization Part Three5m
Vignette: What Is a Credit Report?2m
Lecture: Credit Reports10m
Lecture: Credit Scores9m
Loan Denial Testimonial: Bad Credit History1m
Loan Denial Testimonial: No Credit History1m
Loan Denial Testimonial: Identity Theft1m
1 Lektüre
Module 5 Overview10m
1 praktische Übung
Module 5: Borrowing and Credit20m
2 Stunden zum Abschließen

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....
7 Videos (Gesamt 48 min), 2 Lektüren, 1 Quiz
7 Videos
Lecture: Introduction to Investing Terms13m
Lecture: Understanding Investment Risk6m
Street Interview: What Does It Mean to Diversify Investments?1m
Lecture: Diversify Your Investments9m
Vignette: When to Start Saving for Retirement?2m
Lecture: Investing Tips for Young Adults13m
2 Lektüren
Module 6 Overview10m
Building on Your Knowledge10m
1 praktische Übung
Module 6 Investing34m
Woche
4
3 Stunden zum Abschließen

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....
7 Videos (Gesamt 68 min), 2 Lektüren, 2 Quiz
7 Videos
Street Interview: Why Do You Buy Insurance?1m
Lecture: Insurance Basics21m
Street Interview: What Determines the Cost of Insurance?1m
Lecture: Life Insurance13m
Vignette: Are You Ready for Life Insurance?4m
Lecture: Insurance Risk Panel Discussion15m
2 Lektüren
Module 7 Overview10m
Financial Literacy Quiz5m
2 praktische Übungen
Post-Test Financial Literacy12m
Risk Management Quiz20m
2 Stunden zum Abschließen

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....
8 Videos (Gesamt 57 min), 2 Lektüren, 1 Quiz
8 Videos
Lecture: Financial Planning as a Career Part One8m
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3m
Mock-Up Video: Young Client Meeting with a Financial Planner3m
Lecture: Financial Planning as a Career Part Two20m
Interview: Interview with a Financial Planner Video One8m
Interview: Interview with a Financial Planner Video Two7m
I Am A CFP® Pro: Campaign Spokepeople2m
2 Lektüren
Module 8 Overview10m
CFPPro.org10m
1 praktische Übung
Financial Planning as a Career Quiz10m
4.4
22 BewertungenChevron Right

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nahm einen neuen Beruf nach Abschluss dieser Kurse auf

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ziehen Sie für Ihren Beruf greifbaren Nutzen aus diesem Kurs

Top-Bewertungen

von LCApr 3rd 2018

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

von 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

Dozenten

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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

Über 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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