Skills you'll gain

There are 9 modules in this course

Within each module, you will view a combination of traditional lecture style videos along with video vignettes that introduce financial topics for discussion among participants. The video vignettes provide a unique and exciting component to this course. Each vignette introduces a real-world scenario where financial decisions must be made and financial planning concepts can be applied. You will be challenged to think critically about each scenario and decide how you might come to a resolution if ever faced with a similar situation. Finally, the course also includes material throughout which is focused on career opportunities in financial planning, including video interviews with actual CFP® professionals and other professionals working in this exciting and growing career area. The final module in the class is devoted to the topic of financial planning as a career.

Module 1: Setting Financial Goals and Assessing Your Situation

Module 2: Budgeting and Cash Flow Management

Module 3: Saving Strategies

Module 4: The Time Value of Money

Module 5: Borrowing and Credit

Module 6: Investing

Module 7: Risk Management

Module 8: Financial Planning as a Career

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