SK
4.0Reviewed Mar 30, 2020
Everything was good but what would have satisfied us more is the inclusion of Indian tax rules at least in the readings section but doctor was great in explaining all the complex terms with ease.
Personal & Family Financial Planning
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.
Status: Tax Planning
Status: Financial Statement Analysis
Course15 hours
Featured reviews
GF
5.0Reviewed Aug 24, 2020
I am from technical field and had no knowledge about finance management and this course has really helped me understand many concepts in a easy, interactive manner. The host/teacher is expert!
DC
4.0Reviewed Dec 1, 2021
It was a very well laid-out course that covered all aspects of investments and finances from taxes to insurance to investment for the average person. Course is a bit USA specific though
AA
5.0Reviewed 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.
V
5.0Reviewed Sep 27, 2020
Learnt a lot about credit, risk management and investing. The teacher Michael Gutter was fantastic. Kept it simple and easy. I hope he does a course on equities and trading someday.
SC
5.0Reviewed Jun 27, 2020
It was a very informative course for all those who would like to manage their funds effectively, and understand various ways in which their money works for them.
TD
5.0Reviewed Jul 31, 2020
The instructor was very knowledgeable and the course was very informative. I've learned the steps I need to take in order to better my financial future.
JB
5.0Reviewed 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.
VA
5.0Reviewed Apr 16, 2020
This course opened my eyes to the wonderful and excellent world of family planning and finance, made me grasp the fundamentals of mutual funds, tax planning and investments. I recommend 100%
SY
5.0Reviewed May 25, 2020
It was a very interested and informative course .I thoroughly enjoyed this course. I have gained lots of knowledge regarding financial planning through this course. Thankyou so much
RA
5.0Reviewed Jul 18, 2020
I was great course . I learnt lot of thing about personal and family planning.set financial goal make worksheet and how to invest.it was amazing exeperience.
RK
5.0Reviewed Aug 17, 2020
I have got nice insights about personal finance and investments. Got to know why insurance is necessary and why one should have goals and plans in place for a better retirement