About this Course
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지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

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일정에 따라 마감일을 재설정합니다.

초급 단계

완료하는 데 약 14시간 필요

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

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자막: 영어

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Risk ManagementBudgetSavingInvestment

100% 온라인

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

유동적 마감일

일정에 따라 마감일을 재설정합니다.

초급 단계

완료하는 데 약 14시간 필요

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

영어

자막: 영어

강의 계획 - 이 강좌에서 배울 내용

1
완료하는 데 2시간 필요

Orientation

...
2 videos (Total 4 min), 5 readings, 2 quizzes
2개의 동영상
5개의 읽기 자료
Course Syllabus10m
About the Discussion Forums10m
Social Media10m
Updating Your Profile10m
About the Financial Literacy Quiz Pretest10m
2개 연습문제
Orientation Quiz10m
Financial Literacy Pretest12m
완료하는 데 2시간 필요

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 (Total 41 min), 2 readings, 2 quizzes
7개의 동영상
Lecture: What Influences Our Financial Decisions?11m
Vignette: Education, Retirement, or Fun?3m
Lecture: Where Are You Now?9m
Lecture: Turning Dreams into Goals7m
2개의 읽기 자료
Module 1 Overview10m
Reading: Exploring Money Personalities Further10m
1개 연습문제
Module 1: Financial Goals & Assessing Your Situation Quiz14m
2
완료하는 데 2시간 필요

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 (Total 60 min), 1 reading, 2 quizzes
8개의 동영상
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
1개의 읽기 자료
Module 2 Overview10m
1개 연습문제
Module 2: Budgeting and Cash Flow Management Quiz20m
완료하는 데 2시간 필요

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 (Total 40 min), 2 readings, 2 quizzes
7개의 동영상
Vignette: Set a Savings Goal2m
Lecture: Build a Savings Habit5m
Street Interview: What Are Some Barriers to Saving Money?1m
Lecture: Barriers to Saving8m
2개의 읽기 자료
Module 3 Overview10m
Reading: America Saves15m
1개 연습문제
Module 3: Saving Strategies30m
완료하는 데 1시간 필요

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 (Total 14 min), 1 reading, 1 quiz
1개의 동영상
1개의 읽기 자료
Module 4 Overview10m
1개 연습문제
Module 4: Time Value of Money20m
3
완료하는 데 2시간 필요

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 (Total 59 min), 1 reading, 1 quiz
11개의 동영상
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
1개의 읽기 자료
Module 5 Overview10m
1개 연습문제
Module 5: Borrowing and Credit20m
완료하는 데 2시간 필요

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 (Total 48 min), 2 readings, 1 quiz
7개의 동영상
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
2개의 읽기 자료
Module 6 Overview10m
Building on Your Knowledge10m
1개 연습문제
Module 6 Investing34m
4
완료하는 데 3시간 필요

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 (Total 68 min), 2 readings, 2 quizzes
7개의 동영상
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
2개의 읽기 자료
Module 7 Overview10m
Financial Literacy Quiz5m
2개 연습문제
Post-Test Financial Literacy12m
Risk Management Quiz20m
완료하는 데 2시간 필요

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 (Total 57 min), 2 readings, 1 quiz
8개의 동영상
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
2개의 읽기 자료
Module 8 Overview10m
CFPPro.org10m
1개 연습문제
Financial Planning as a Career Quiz10m
4.4
22개의 리뷰Chevron Right

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Financial Planning for Young Adults의 최상위 리뷰

대학: LCApr 3rd 2018

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

대학: 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

강사

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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

일리노이대학교 어버너-섐페인캠퍼스 정보

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. ...

자주 묻는 질문

  • 강좌에 등록하면 바로 모든 비디오, 테스트 및 프로그래밍 과제(해당하는 경우)에 접근할 수 있습니다. 상호 첨삭 과제는 이 세션이 시작된 경우에만 제출하고 검토할 수 있습니다. 강좌를 구매하지 않고 살펴보기만 하면 특정 과제에 접근하지 못할 수 있습니다.

  • 수료증을 구매하면 성적 평가 과제를 포함한 모든 강좌 자료에 접근할 수 있습니다. 강좌를 완료하면 전자 수료증이 성취도 페이지에 추가되며, 해당 페이지에서 수료증을 인쇄하거나 LinkedIn 프로필에 수료증을 추가할 수 있습니다. 강좌 콘텐츠만 읽고 살펴보려면 해당 강좌를 무료로 청강할 수 있습니다.

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