Personal & Family Financial Planning

Ends in 6 days! Save 40% on your access to 10,000+ programs and make a real impact in your career. Save now.

Personal & Family Financial Planning

Instructor: Michael S. Gutter, Ph.D.

188,585 already enrolled

Included with Learn more

Ask Coursera

9 modules

Gain insight into a topic and learn the fundamentals.

1,564 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.

1,564 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

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

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 Course188,585 learners

Offered by

University of Florida

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

5 stars
72.50%
4 stars
19.43%
3 stars
4.73%
2 stars
1.72%
1 star
1.59%

Showing 3 of 1564

Reviewed on 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.

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!

Reviewed on 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

View more reviews

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.