Personal & Family Financial Planning

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Personal & Family Financial Planning

Instructor: Michael S. Gutter, Ph.D.

186,950 already enrolled

Included with

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9 modules

Gain insight into a topic and learn the fundamentals.

1,556 reviews

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

96%

Most learners liked this course

9 modules

Gain insight into a topic and learn the fundamentals.

1,556 reviews

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

96%

Most learners liked this course

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

13 assignments

Taught in English

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There are 9 modules in 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.

Path to financial security and time value of money.

What's included

4 videos1 reading2 assignments1 discussion prompt

Managing your flows and reviewing your statements.

What's included

5 videos1 reading2 assignments1 discussion prompt

5 videosTotal 62 minutes

Announcement1 minute
Managing Your Flows23 minutes
Creating and Reviewing Your Statements16 minutes
Analyzing Your Financial Statements21 minutes
Assignment1 minute

1 readingTotal 10 minutes

Financial Statements, Tools, and Budgets10 minutes

2 assignmentsTotal 60 minutes

Financial Record Keeping Assignment30 minutes
Quiz 230 minutes

1 discussion promptTotal 10 minutes

Discussion 210 minutes

Income tax basics.

What's included

3 videos1 reading2 assignments1 discussion prompt

Credit basics.

What's included

4 videos1 reading2 assignments1 discussion prompt

Risk management basics and insurance overview.

What's included

4 videos1 reading2 assignments1 discussion prompt

Rules of investing; Debt and equity.

What's included

5 videos1 reading1 assignment1 discussion prompt

Mutual funds and managed portfolios; create a personal investment plan.

What's included

3 videos1 reading2 assignments1 discussion prompt

Putting your personal plan together.

What's included

2 videos1 reading

What's included

1 reading

Instructor

Instructor ratings

(444 ratings)

Michael S. Gutter, Ph.D.

University of Florida

1 Course186,950 learners

Offered by

University of Florida

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Reviewed on Aug 7, 2020

The course is excellent, but the audio quality is very very poor. Please fix it, because the informations are extremely important and the teacher is very good!

Reviewed on Dec 29, 2025

Outstanding! Excellent content, delivery, course videos, reading, and links. Was exactly what I was looking for! I feel much better prepared for 2026 with this material now under my belt.

Reviewed on May 25, 2018

The course was very accessible and very at ease when it came to completing the various assignments for evaluation. Was very satisfied with the video presentations and the various tutorials as well.

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.