Introduction to Personal Finance by Coursera
Skills you will learn!
Curriculum
30 Topics
Course Introduction
The Basics of Financial Planning
Life Cycle of Financial Planning
Financial Planning in 6 Steps
Understand the Human Side of Personal Finances
Deep Dive into Personality 1 - Money Worship
Deep Dive into Personality 2 - Money Avoidance
Deep Dive into Personality 3 - Money Vigilance
Deep Dive into Personality 4 - Money Status
Managing Finances with a Partner – Where to Start
Managing Finances with a Partner – Joint Accounts Separate Accounts or Some of Both?
Working with Your Partner on Finances
Understanding and Overcoming Loss Aversion
Understanding and Overcoming Hindsight Bias
Understanding and Overcoming Confirmation Bias
Understanding and Overcoming Reference Bias
About Your Instructor
Activity - Financial Knowledge
Activity - Identify Interests Fears and Questions
Tips for Creating a Financial Plan
How to Plan for Your Future
Overview of Money Personalities
Activity-Take Your Money Personality Assessment (KSMI)
Improving Your Relationship With Money
Approaching Your Finances with Purpose
Roles and Responsibility
An Introduction to Financial Planning
The Financial Planning Process
Common Money Personalities Assessment
Behavioral Bias
27 Topics
What is Net Worth and Why Does it Matter?
Types of Assets - Understanding What You Own
Measuring and Assessing Your Liquidity
Types of Debt - Understanding What You Owe
Using Personal Finance Tools to Understand What You Own and Owe
What is a Credit Score and Why Does It Matter?
Who Determines Your Credit Score?
Key Components of Your Credit Score
What’s Your Credit Score?
How to Request and Review Your Credit Report
How to Improve Your Credit Score
9 Most Common Credit Score Mistakes
Protecting Your Credit
What Are Liquid Assets and How Do They Work?
What Are the Different Types of Debt?
Activity - Determine Your Assets Liabilities and Net Worth
What is a FICO Score?
Activity - Obtain and Assess Your Credit Score
Activity - Obtain Your Credit Report
How to Build Credit Over Time
Understanding Your Net Worth and Credit Score
Matching Assets to Categories
Matching Liabilities to Categories
Checking In on Your Credit Score
Improving Your Credit Score Over Time
The Ins and Outs of Credit Scores
The Components of Your Credit Score
29 Topics
Understanding Cash Flow
Maximizing Your Cash Flow
Cash Flow Changes in Different Life Stages
Managing Uneven Cash Flow
Ways to Determine Your Cash Flow
Types of Taxes
How Income Tax Withholding Works
Understanding Your Key Tax Numbers
Preparing to File Your Taxes
Taxes - DIY vs. Hiring a Pro
What is Disposable Income?
How to Improve Personal Cash Flow
7 Life Events You Should Financially Prepare For
Activity - Calculate Your Monthly Cash Flow
Understanding Different Personal Finance Ratios
How to Evaluate Your Personal Finances
How Much of Your Paycheck Should You Save?
Why Your Debt to Income Ratio Matters
Activity - Calculate Your Financial Ratios
What Are the Different Types of Taxes?
What Tax Bracket Am I In?
How Income Tax Withholding Works
Assessing Your Cash Flow and Taxes
Match Income and Expenses to Categories
Calculating Cash Flow
Ways to Determine Your Cash Flow
Key Ratios of Your Personal Finances
Types of Taxes
Tax Concepts
32 Topics
Budgeting Basics
There Isn’t One RIGHT Way to Budget
7 Tips for Budgeting Success
Setting Up Your Budget Using the 50/30/20 Approach
Checking in on Your Budget
Adjusting Your Budget as Life Happens
Ways to Reduce Your Spending
Ways to Increase Your Income
3 Types of Financial Goals
6 Tips to Achieve Your Financial Goals
A Framework for Your Next Money Move
Why the Order of Your Goals Matter
Applying the YNMM Framework to Your Finances
Setting SMART Financial Goals
5 Different Types of Budgeting Methods
Activity - Identify Your Budgeting Approach
How To Make A Budget
Activity - Build Your Budget
How to Stop Spending Money: 7 Strategies to Curb Overspending
How to Set Money Goals
Smart Short Term Financial Goals to Set for Yourself
The Importance of Setting Your Long-Term Financial Goals
Activity - Identify Your Financial Goals
Investing vs. Saving: Finding a Balance
Planning and Budgeting for Your Future
Different Ways to Budget
Establishing a Budget
Maintaining and Updating Your Budget
Define Common Financial Goals
Define the YNMM Framework
Steps in the YNMM Process
SMART Financial Goals
Introduction to Personal Finance
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