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.
Financial Planning for Young Adults
University of Illinois at Urbana-ChampaignÜber diesen Kurs
72,442 kürzliche Aufrufe
Karriereergebnisse der Lernenden
33%
nahm einen neuen Beruf nach Abschluss dieser Kurse auf
33%
ziehen Sie für Ihren Beruf greifbaren Nutzen aus diesem Kurs
Zertifikat zur Vorlage
Erhalten Sie nach Abschluss ein Zertifikat
100 % online
Beginnen Sie sofort und lernen Sie in Ihrem eigenen Tempo.
Flexible Fristen
Setzen Sie Fristen gemäß Ihrem Zeitplan zurück.
Stufe „Anfänger“
Ca. 20 Stunden zum Abschließen
Englisch
Untertitel: Französisch, Portugiesisch (Brasilien), Russisch, Englisch, Spanisch
Kompetenzen, die Sie erwerben
Risk ManagementBudgetSavingInvestment
Karriereergebnisse der Lernenden
33%
nahm einen neuen Beruf nach Abschluss dieser Kurse auf
33%
ziehen Sie für Ihren Beruf greifbaren Nutzen aus diesem Kurs
Zertifikat zur Vorlage
Erhalten Sie nach Abschluss ein Zertifikat
100 % online
Beginnen Sie sofort und lernen Sie in Ihrem eigenen Tempo.
Flexible Fristen
Setzen Sie Fristen gemäß Ihrem Zeitplan zurück.
Stufe „Anfänger“
Ca. 20 Stunden zum Abschließen
Englisch
Untertitel: Französisch, Portugiesisch (Brasilien), Russisch, Englisch, Spanisch
von
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.
Lehrplan - Was Sie in diesem Kurs lernen werden
2 Stunden zum Abschließen
Orientation
2 Stunden zum Abschließen
2 Videos (Gesamt 4 min), 5 Lektüren, 2 Quiz
5 Lektüren
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
2 praktische Übungen
Orientation Quiz30m
Financial Literacy Pretest30m
3 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.
3 Stunden zum Abschließen
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 Quiz30m
3 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.
3 Stunden zum Abschließen
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 Quiz30m
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.
2 Stunden zum Abschließen
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 Stunde zum Abschließen
1 Video (Gesamt 14 min), 1 Lektüre, 1 Quiz
1 Video
1 Lektüre
Module 4 Overview10m
1 praktische Übung
Module 4: Time Value of Money30m
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.
2 Stunden zum Abschließen
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 Credit30m
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.
2 Stunden zum Abschließen
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 Investing30m
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.
3 Stunden zum Abschließen
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 Literacy30m
Risk Management Quiz30m
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.
2 Stunden zum Abschließen
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 Quiz30m
Bewertungen
Top-Bewertungen von FINANCIAL PLANNING FOR YOUNG ADULTS
von LG31. März 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.
von TJ4. Aug. 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.
von SS21. Juni 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!
von TN29. Juni 2020
This course is so rich is nature and in content. It improves various financial aspects of individuals especially young adults and also ensures we secure a good financial future.
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