Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, budgeting, financial risk, borrowing and credit. Because financial planning is such a personal topic, you will be encouraged to define your own financial goals and objectives while we discuss concepts and provide tools which can be applied in helping you reach those goals.
Financial Planning for Young Adults
Université de l'Illinois à Urbana-ChampaignÀ propos de ce cours
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Résultats de carrière des étudiants
25%
ont commencé une nouvelle carrière après avoir terminé ce cours
25%
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Certificat partageable
Obtenez un Certificat lorsque vous terminez
100 % en ligne
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Dates limites flexibles
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Niveau débutant
Approx. 20 heures pour terminer
Anglais
Sous-titres : Arabe, Français, Portugais (européen), Chinois (simplifié), Italien, Vietnamien, Coréen, Allemand, Russe, Turc, Anglais, Espagnol
Compétences que vous acquerrez
Risk ManagementBudgetSavingInvestment
Résultats de carrière des étudiants
25%
ont commencé une nouvelle carrière après avoir terminé ce cours
25%
ont bénéficié d'un avantage concret dans leur carrières grâce à ce cours
Certificat partageable
Obtenez un Certificat lorsque vous terminez
100 % en ligne
Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Dates limites flexibles
Réinitialisez les dates limites selon votre disponibilité.
Niveau débutant
Approx. 20 heures pour terminer
Anglais
Sous-titres : Arabe, Français, Portugais (européen), Chinois (simplifié), Italien, Vietnamien, Coréen, Allemand, Russe, Turc, Anglais, Espagnol
Offert par
Université de l'Illinois à Urbana-Champaign
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.
Programme du cours : ce que vous apprendrez dans ce cours
2 heures pour terminer
Orientation
2 heures pour terminer
2 vidéos (Total 4 min), 5 lectures, 2 quiz
5 lectures
Course Syllabus10 min
About the Discussion Forums10 min
Social Media10 min
Updating Your Profile10 min
About the Financial Literacy Quiz Pretest10 min
2 exercices pour s'entraîner
Orientation Quiz30 min
Financial Literacy Pretest30 min
3 heures pour terminer
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.
3 heures pour terminer
7 vidéos (Total 41 min), 2 lectures, 2 quiz
7 vidéos
Lecture: Dream Big5 min
Vignette: Belize for Spring Break?2 min
Lecture: What Influences Our Financial Decisions?11 min
Vignette: Education, Retirement, or Fun?3 min
Lecture: Where Are You Now?9 min
Lecture: Turning Dreams into Goals7 min
2 lectures
Module 1 Overview10 min
Reading: Exploring Money Personalities Further10 min
1 exercice pour s'entraîner
Module 1: Financial Goals & Assessing Your Situation Quiz30 min
3 heures pour terminer
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.
3 heures pour terminer
8 vidéos (Total 60 min), 1 lecture, 2 quiz
8 vidéos
Lecture: Budgeting Overview14 min
Street Interview: How Can You Avoid Overspending?2 min
Interview: Investment Advisor Interview7 min
Vignette: Creating a Budget2 min
Lecture: Financial Services14 min
Lecture: Alternatives to Cash14 min
Street Interview: What Are the Pros and Cons of Using a Credit Card?2 min
1 lecture
Module 2 Overview10 min
1 exercice pour s'entraîner
Module 2: Budgeting and Cash Flow Management Quiz30 min
2 heures pour terminer
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.
2 heures pour terminer
7 vidéos (Total 40 min), 2 lectures, 2 quiz
7 vidéos
Lecture: Why Save Money?8 min
Lecture: How to Start Saving Money10 min
Vignette: Set a Savings Goal2 min
Lecture: Build a Savings Habit5 min
Street Interview: What Are Some Barriers to Saving Money?1 min
Lecture: Barriers to Saving8 min
2 lectures
Module 3 Overview10 min
Reading: America Saves15 min
1 exercice pour s'entraîner
Module 3: Saving Strategies30 min
1 heure pour terminer
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 heure pour terminer
1 vidéo (Total 14 min), 1 lecture, 1 quiz
1 vidéo
1 lecture
Module 4 Overview10 min
1 exercice pour s'entraîner
Module 4: Time Value of Money30 min
2 heures pour terminer
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.
2 heures pour terminer
11 vidéos (Total 59 min), 1 lecture, 1 quiz
11 vidéos
Lecture: Borrowing and Credit: Pros and Cons8 min
Lecture: Loan Amortization Part One5 min
Lecture: Loan Amortization Part Two6 min
Lecture: Loan Amortization Part Three5 min
Vignette: What Is a Credit Report?2 min
Lecture: Credit Reports10 min
Lecture: Credit Scores9 min
Loan Denial Testimonial: Bad Credit History1 min
Loan Denial Testimonial: No Credit History1 min
Loan Denial Testimonial: Identity Theft1 min
1 lecture
Module 5 Overview10 min
1 exercice pour s'entraîner
Module 5: Borrowing and Credit30 min
2 heures pour terminer
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.
2 heures pour terminer
7 vidéos (Total 48 min), 2 lectures, 1 quiz
7 vidéos
Lecture: Introduction to Investing Terms13 min
Lecture: Understanding Investment Risk6 min
Street Interview: What Does It Mean to Diversify Investments?1 min
Lecture: Diversify Your Investments9 min
Vignette: When to Start Saving for Retirement?2 min
Lecture: Investing Tips for Young Adults13 min
2 lectures
Module 6 Overview10 min
Building on Your Knowledge10 min
1 exercice pour s'entraîner
Module 6 Investing30 min
3 heures pour terminer
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.
3 heures pour terminer
7 vidéos (Total 68 min), 2 lectures, 2 quiz
7 vidéos
Street Interview: Why Do You Buy Insurance?1 min
Lecture: Insurance Basics21 min
Street Interview: What Determines the Cost of Insurance?1 min
Lecture: Life Insurance13 min
Vignette: Are You Ready for Life Insurance?4 min
Lecture: Insurance Risk Panel Discussion15 min
2 lectures
Module 7 Overview10 min
Financial Literacy Quiz5 min
2 exercices pour s'entraîner
Post-Test Financial Literacy30 min
Risk Management Quiz30 min
2 heures pour terminer
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.
2 heures pour terminer
8 vidéos (Total 57 min), 2 lectures, 1 quiz
8 vidéos
Lecture: Financial Planning as a Career Part One8 min
Mock-Up Video: Middle-Age Couple Meeting with a Financial Planner3 min
Mock-Up Video: Young Client Meeting with a Financial Planner3 min
Lecture: Financial Planning as a Career Part Two20 min
Interview: Interview with a Financial Planner Video One8 min
Interview: Interview with a Financial Planner Video Two7 min
I Am A CFP® Pro: Campaign Spokepeople2 min
2 lectures
Module 8 Overview10 min
CFPPro.org10 min
1 exercice pour s'entraîner
Financial Planning as a Career Quiz30 min
Avis
Meilleurs avis pour FINANCIAL PLANNING FOR YOUNG ADULTS
par LG31 mars 2018
Great class overall. I would like to see more updated information, as many of the links no longer work and the material is from about 2012. I would also love to see more diversity in the vignettes.
par TJ4 août 2017
Financial planning as a career seems too forceful at the end of the course. Other then that, it is a very good course with good contents and interesting videos for easy understanding.
par DH20 déc. 2020
What a wonderful introduction to financial concepts and the world of personal finance. If you take this course, you will learn something new every week and will not be disappointed!
par SS21 juin 2020
I really enjoyed the course throughout its duration, the teachers are easy to understand even for a non-english (I'm Italian). I look forward to put the skills I've acquired to use!
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