IIRF Online > Finance & Accounting > Financial Modeling & Analysis > Financial Planning > Financial Planning for Young Adults
Financial Planning for Young Adults by Coursera
Skills you will learn!
Curriculum
12 Topics
Instructor Welcome
Course Overview
Course Syllabus
About the Discussion Forums
Social Media
Updating Your Profile
Be Aware!!!
About the Financial Literacy Quiz Pretest
Orientation Quiz
Financial Literacy Pretest
Getting to Know Your Classmates
Welcome! Please tell us about yourself
13 Topics
Street Interview: If Money Were No Object...
Lecture: Dream Big
Vignette: Belize for Spring Break?
Lecture: What Influences Our Financial Decisions?
Vignette: Education Retirement or Fun?
Lecture: Where Are You Now?
Lecture: Turning Dreams into Goals
Module 1 Overview
Reading: Exploring Money Personalities Further
Module 1: Financial Goals & Assessing Your Situation Quiz
Financial Decision-Making Influences
Dream Big: Create a Picture of Where You Want to Be in 5 10 or 25 Years
Your Personal Balance Sheet
12 Topics
Street Interview: Do You Keep Track of Your Monthly Expenses?
Lecture: Budgeting Overview
Street Interview: How Can You Avoid Overspending?
Interview: Investment Advisor Interview
Vignette: Creating a Budget
Lecture: Financial Services
Lecture: Alternatives to Cash
Street Interview: What Are the Pros and Cons of Using a Credit Card?
Module 2 Overview
Module 2: Budgeting and Cash Flow Management Quiz
Budgeting Discussion Questions
Preferences for Cash Flow Management
13 Topics
Street Interview: Do You Set Aside Money for Emergencies?
Lecture: Why Save Money?
Lecture: How to Start Saving Money
Vignette: Set a Savings Goal
Lecture: Build a Savings Habit
Street Interview: What Are Some Barriers to Saving Money?
Lecture: Barriers to Saving
Module 3 Overview
Reading: America Saves
Module 3: Saving Strategies
Write a SMART Savings Goal (Optional)
Should Young Adults Save Money?
Lecture: Time Value of Money
3 Topics
Module 4 Overview
Module 4: Time Value of Money
What Does the Time Value of Money Look Like?
15 Topics
Lecture: Loans and Consumer Credit
Lecture: Borrowing and Credit: Pros and Cons
Lecture: Loan Amortization Part One
Lecture: Loan Amortization Part Two
Lecture: Loan Amortization Part Three
Vignette: What Is a Credit Report?
Lecture: Credit Reports
Lecture: Credit Scores
Loan Denial Testimonial: Bad Credit History
Loan Denial Testimonial: No Credit History
Loan Denial Testimonial: Identity Theft
Module 5 Overview
Module 5: Borrowing and Credit
Personal Attitudes Towards Borrowing and Debt
Monitoring Your Credit Information
12 Topics
Street Interview: How Would You Invest $100000?
Lecture: Introduction to Investing Terms
Lecture: Understanding Investment Risk
Street Interview: What Does It Mean to Diversify Investments?
Lecture: Diversify Your Investments
Vignette: When to Start Saving for Retirement?
Lecture: Investing Tips for Young Adults
Module 6 Overview
Building on Your Knowledge
Module 6 Investing
Key Investing Concepts
When Should People Start Saving for Retirement?
13 Topics
Lecture: Risk Management Overview
Street Interview: Why Do You Buy Insurance?
Lecture: Insurance Basics
Street Interview: What Determines the Cost of Insurance?
Lecture: Life Insurance
Vignette: Are You Ready for Life Insurance?
Lecture: Insurance Risk Panel Discussion
Module 7 Overview
Financial Literacy Quiz
Risk Management Quiz
Post-Test Financial Literacy
Risk Tolerance Assessment
Life Insurance Needs Assessment
12 Topics
Street Interview: What Does a Financial Planner Do?
Lecture: Financial Planning as a Career Part One
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner
Mock-Up Video: Young Client Meeting with a Financial Planner
Lecture: Financial Planning as a Career Part Two
Interview: Interview with a Financial Planner Video One
Interview: Interview with a Financial Planner Video Two
I Am A CFP® Pro: Campaign Spokepeople
Module 8 Overview
CFPPro.org
Financial Planning as a Career Quiz
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