If you have been thinking about how to become a certified financial planner, then this personal financial planning course is just right for you. This online course is one of the best personal financial planning courses available online. The course is offered by the University of Florida, and it will teach you all areas of personal & family financial planning 

About The Personal Financial Planning Course

Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

This course is suitable for people who want to better understand investments? How credit works? How and why insurance products like life insurance, health insurance, and property insurance might be relevant for you? How to maximize your retirement savings? This course aims to make finding the answers to these questions, and many other similar questions, interesting and fun.

This personal finance course is divided into four modules: investments, credit, insurance and retirement. Each module is independent and may be studied on its own, although studying them together provides a deeper understanding of the interconnectedness across modules and the various tradeoffs across them.

Throughout the personal financial planning course, we will explore interesting and relevant real world examples so that you can better understand the underlying concepts. We will also relate relevant academic research to the topic on hand and show how the research findings are relevant to your daily financial decisions.

This course provides practical, ready-to-use solutions to use in your daily life. All solutions may not be equally important for you given your age and priorities, but they will certainly be relevant to you at some point in your life.

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Syllabus
WEEK 1
Understanding Personal Finance
Path to financial security and time value of money. 

 

4 videos, 1 reading
  1. Video: Announcement
  2. Reading: Course Introduction: Understanding Personal Finance
  3. Video: Path to Financial Security
  4. Video: Time Value of Money
  5. Video: Assignment
  6. Discussion Prompt: Discussion 1
Graded: Time Value of Money Assignment
Graded: Quiz 1
WEEK 2
Financial Statements, Tools, and Budgets
Managing your flows and reviewing your statements. 

 

5 videos, 1 reading
  1. Video: Announcement
  2. Reading: Financial Statements, Tools, and Budgets
  3. Video: Managing Your Flows
  4. Video: Creating and Reviewing Your Statements
  5. Video: Analyzing Your Financial Statements
  6. Video: Assignment
  7. Discussion Prompt: Discussion 2
Graded: Financial Record Keeping Assignment
Graded: Quiz 2
WEEK 3
Managing Income Taxes
Income tax basics. 

 

3 videos, 1 reading
  1. Video: Announcement
  2. Reading: Managing Income Taxes
  3. Video: Understanding Income Taxes
  4. Video: Assignment
  5. Discussion Prompt: Discussion 3
Graded: Tax Planning Assignment
Graded: Quiz 3 – Taxation
WEEK 4
Building and Maintaining Good Credit
Credit basics. 

 

4 videos, 1 reading
  1. Video: Announcement
  2. Reading: Building and Maintaining Good Credit
  3. Video: Credit Basics and Debt Management
  4. Video: Credit Reports and Scores
  5. Video: Assignment
  6. Discussion Prompt: Discussion 4
Graded: Credit Report Assignment
Graded: Quiz 4 – Credit
WEEK 5
Managing Risk
Risk management basics and insurance overview. 

 

4 videos, 1 reading
  1. Video: Announcement
  2. Reading: Managing Risk
  3. Video: Insurance Decision Making
  4. Video: Introduction to Risk Management
  5. Video: Assignment
  6. Discussion Prompt: Discussion 5
Graded: Insurance Assignment
Graded: Quiz 5 – Risk Management
WEEK 6
Investment Fundamentals
Rules of investing; Debt and equity. 

 

5 videos, 1 reading
  1. Video: Announcement
  2. Reading: Investment Fundamentals
  3. Video: Saving and Investing
  4. Video: Owner or Lender
  5. Video: Rules of Investing
  6. Video: Assignment
  7. Discussion Prompt: Discussion 6
Graded: Quiz 6
WEEK 7
Investing Through Mutual Funds
Mutual funds and managed portfolios; create a personal investment plan. 

 

3 videos, 1 reading
  1. Video: Announcement
  2. Reading: Mutual Funds
  3. Video: Mutual Funds
  4. Video: Assignment
  5. Discussion Prompt: Discussion 7
Graded: Mutual Funds Assignment
Graded: Quiz 7 – Mutual Funds
WEEK 8
Personal Plan of Action
Putting your personal plan together. 

 

2 videos, 1 reading
  1. Video: Announcement
  2. Reading: Personal Plan of Action
  3. Video: Putting Your Plan Together
WEEK 9
Bonus Module
 

 

1 reading
  1. Reading: IRS Bonus Module: Steps to be a VITA Volunteer
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