IIRF Online > Finance & Accounting > Finance > Personal Finance > IUx: Introduction to Personal Financial Planning
IUx: Introduction to Personal Financial Planning by Edx
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your financial goals.
Course Highlights
- Define the scope of personal financial planning and understand its impact
- Utilize the SMART financial planning method
- Make progress toward your financial goals and avoid common mistakes
- Evaluate the services of financial planning professionals
- Classify assets and liabilities
- Use a formula to determine net worth
- Prepare and use financial statements, including budgets
- Account for rates of return and opportunity cost
- Determine the present value of single and multiple cash flows
- Review taxation basics including filing, deductions, exemptions, credits, and audits
- Understand options to defer or avoid taxes legally and responsibly
- Get ahead in a low interest rate environment
- Deepen your understanding of how money impacts your personal satisfaction
Skills you will learn!
Curriculum
IUx: Introduction to Personal Financial Planning
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