About this 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.
Created by: University of Florida
Taught by: Michael S. Gutter, Ph.D., Professor
Family, Youth & Community Science
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
Understanding Personal Finance
Path to financial security and time value of money.
4 videos, 1 reading
- Video: Announcement
- Reading: Course Introduction: Understanding Personal Finance
- Video: Path to Financial Security
- Video: Time Value of Money
- Video: Assignment
- 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
- Video: Announcement
- Reading: Financial Statements, Tools, and Budgets
- Video: Managing Your Flows
- Video: Creating and Reviewing Your Statements
- Video: Analyzing Your Financial Statements
- Video: Assignment
- Discussion Prompt: Discussion 2
Graded: Financial Record Keeping Assignment
Graded: Quiz 2
WEEK 3
Managing Income Taxes
Income tax basics.
3 videos, 1 reading
- Video: Announcement
- Reading: Managing Income Taxes
- Video: Understanding Income Taxes
- Video: Assignment
- 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
- Video: Announcement
- Reading: Building and Maintaining Good Credit
- Video: Credit Basics and Debt Management
- Video: Credit Reports and Scores
- Video: Assignment
- 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
- Video: Announcement
- Reading: Managing Risk
- Video: Insurance Decision Making
- Video: Introduction to Risk Management
- Video: Assignment
- 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
- Video: Announcement
- Reading: Investment Fundamentals
- Video: Saving and Investing
- Video: Owner or Lender
- Video: Rules of Investing
- Video: Assignment
- 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
- Video: Announcement
- Reading: Mutual Funds
- Video: Mutual Funds
- Video: Assignment
- 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
- Video: Announcement
- Reading: Personal Plan of Action
- Video: Putting Your Plan Together
WEEK 9
Bonus Module
1 reading
- Reading: IRS Bonus Module: Steps to be a VITA Volunteer
FAQs
How It Works
Coursework
Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.
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Creators
University of Florida
The University of Florida (UF) is recognized nationally and internationally as a leader in academic excellence, both on campus and online. Ranked in the top 20 of Public Universities, the University of Florida is the state’s oldest university and has a long established tradition of academic excellence.
Pricing
| Audit | Purchase Course | |
|---|---|---|
| Access to course materials | Available | Available |
| Access to graded materials | Not available | Available |
| Receive a final grade | Not available | Available |
| Earn a shareable Course Certificate | Not available | Available |
Ratings and Reviews
This is the course I needed to adequately plan my financial security. Excellent course. Thanks!
Great course, it provided me more in-depth knowledge in the various topics. Michael Gutter manages to make the course enjoyable and fun to follow
Really enjoying the course so far! Teaches the basics in an understanding format. A++ you get your money's worth!
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PL
Very detailed and useful, great lessons!