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
Show info about module content
4 videos•Total 44 minutes
Announcement•1 minute
Path to Financial Security•19 minutes
Time Value of Money•23 minutes
Assignment•2 minutes
1 reading•Total 10 minutes
Course Introduction: Understanding Personal Finance•10 minutes
2 assignments•Total 60 minutes
Time Value of Money Assignment•30 minutes
Quiz 1•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 1•10 minutes
Financial Statements, Tools, and Budgets
Module 2•2 hours to complete
Module details
Managing your flows and reviewing your statements.
What's included
5 videos1 reading2 assignments1 discussion prompt
Show info about module content
5 videos•Total 62 minutes
Announcement•1 minute
Managing Your Flows•23 minutes
Creating and Reviewing Your Statements•16 minutes
Analyzing Your Financial Statements•21 minutes
Assignment•1 minute
1 reading•Total 10 minutes
Financial Statements, Tools, and Budgets•10 minutes
2 assignments•Total 60 minutes
Financial Record Keeping Assignment•30 minutes
Quiz 2•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 2•10 minutes
Managing Income Taxes
Module 3•2 hours to complete
Module details
Income tax basics.
What's included
3 videos1 reading2 assignments1 discussion prompt
Show info about module content
3 videos•Total 24 minutes
Announcement•2 minutes
Understanding Income Taxes•21 minutes
Assignment•2 minutes
1 reading•Total 10 minutes
Managing Income Taxes•10 minutes
2 assignments•Total 60 minutes
Tax Planning Assignment•30 minutes
Quiz 3 - Taxation•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 3•10 minutes
Building and Maintaining Good Credit
Module 4•2 hours to complete
Module details
Credit basics.
What's included
4 videos1 reading2 assignments1 discussion prompt
Show info about module content
4 videos•Total 56 minutes
Announcement•1 minute
Credit Basics and Debt Management•28 minutes
Credit Reports and Scores•25 minutes
Assignment•1 minute
1 reading•Total 10 minutes
Building and Maintaining Good Credit•10 minutes
2 assignments•Total 60 minutes
Credit Report Assignment•30 minutes
Quiz 4 - Credit•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 4•10 minutes
Managing Risk
Module 5•2 hours to complete
Module details
Risk management basics and insurance overview.
What's included
4 videos1 reading2 assignments1 discussion prompt
Show info about module content
4 videos•Total 58 minutes
Announcement•2 minutes
Insurance Decision Making•33 minutes
Introduction to Risk Management•23 minutes
Assignment•1 minute
1 reading•Total 10 minutes
Managing Risk•10 minutes
2 assignments•Total 60 minutes
Insurance Assignment•30 minutes
Quiz 5 - Risk Management•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 5•10 minutes
Investment Fundamentals
Module 6•2 hours to complete
Module details
Rules of investing; Debt and equity.
What's included
5 videos1 reading1 assignment1 discussion prompt
Show info about module content
5 videos•Total 77 minutes
Announcement•2 minutes
Saving and Investing•26 minutes
Owner or Lender•32 minutes
Rules of Investing•16 minutes
Assignment•1 minute
1 reading•Total 10 minutes
Investment Fundamentals•10 minutes
1 assignment•Total 30 minutes
Quiz 6•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 6•10 minutes
Investing Through Mutual Funds
Module 7•2 hours to complete
Module details
Mutual funds and managed portfolios; create a personal investment plan.
What's included
3 videos1 reading2 assignments1 discussion prompt
Show info about module content
3 videos•Total 27 minutes
Announcement•2 minutes
Mutual Funds•23 minutes
Assignment•2 minutes
1 reading•Total 10 minutes
Mutual Funds•10 minutes
2 assignments•Total 60 minutes
Mutual Funds Assignment•30 minutes
Quiz 7 - Mutual Funds•30 minutes
1 discussion prompt•Total 10 minutes
Discussion 7•10 minutes
Personal Plan of Action
Module 8•18 minutes to complete
Module details
Putting your personal plan together.
What's included
2 videos1 reading
Show info about module content
2 videos•Total 8 minutes
Announcement•1 minute
Putting Your Plan Together•7 minutes
1 reading•Total 10 minutes
Personal Plan of Action•10 minutes
Bonus Module
Module 9•10 minutes to complete
Module details
What's included
1 reading
Show info about module content
1 reading•Total 10 minutes
IRS Bonus Module: Steps to be a VITA Volunteer•10 minutes
Instructor
Instructor ratings
Instructor ratings
We asked all learners to give feedback on our instructors based on the quality of their teaching style.
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 10 of Public Universities, the University of Florida is the state’s oldest university and has a long established tradition of academic excellence.
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Learner reviews
4.6
1,556 reviews
5 stars
72.44%
4 stars
19.46%
3 stars
4.75%
2 stars
1.73%
1 star
1.60%
Showing 3 of 1556
G
GF
5·
Reviewed on 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!
J
JV
5·
Reviewed on Feb 10, 2019
The discussion is very informative and helpful. I've learned a lot and my perspective in personal and family financial planning has widen and deepened. Thank you to Coursera and sir Michael!
G
GS
5·
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!
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Is financial aid available?
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.